Comprehensive Sales Customer and Product Metrics Dashboard

Comprehensive Sales Customer and Product Metrics Dashboard Optimize your sales operations with the Comprehensive Sales Customer and Product Metrics Dashboard, an advanced Excel-based solution by Other Levels. This powerful tool provides in-depth insights into customer behavior, sales team performance, and sales trends, empowering businesses to make data-driven decisions. Ideal for any size business, this dashboard combines robust analysis, interactive charts, and customizable features to track, manage, and forecast sales metrics effectively. The excel dashboard is divided into three comprehensive sections: Customer Analysis, Sales Team Performance, and Sales Trends & Conversion Metrics, each designed to offer actionable insights. With features like filters for yearly and salesperson-specific data, visualizations for customer contributions, and detailed metrics for team performance, the tool ensures you have a complete view of your sales ecosystem. Interactive graphs, tables, and charts help you analyze top customers, assess conversion rates, and track sales growth trends over time. The dashboard also offers a focused analysis of team performance, orders, and product-specific sales, giving managers the ability to identify opportunities and optimize resources. Customizable filters and layouts make it easy to tailor the dashboard to your unique business needs, ensuring real-time insights are always at your fingertips. Whether you're managing a large sales team or analyzing product trends, the Comprehensive Sales Customer and Product Metrics Dashboard offers the tools you need to succeed. Designed for simplicity and adaptability, this dashboard transforms raw sales data into clear, actionable insights, making it a must-have for businesses aiming to enhance their sales strategy. Key Features 1st Dashboard: Comprehensive Customers Analysis ● Comprehensive Customer Table: View a detailed table showcasing: - All Customers - Total Sales - Customer Contribution to Total Sales - Sales Growth for 3 Years - Offer-to-Order Conversion Rate - Customer Names Filter - Yearly Filter   ● Analysis for the Top 20 Customers: - Total Sales - Contribution to Total Sales - Yearly Filter - Orders and Offers per Top 20 Customers   2nd Dashboard: Sales Team Performance & Metrics ● Total Sales Overview: - Total Sales for All Team Members - Total Sales for Each Salesperson - Sales Percentage of Total Sales ● Sales Charts and Metrics: - Total Sales per Year Line Chart - Orders by Salesperson Column Chart - Offers by Salesperson Column Chart ● Additional Sales Metrics: - Total Orders - Total Offers - Total Sales Team Members - Sales per Salesperson - Success Rate (Conversion Rate from Offers to Orders) ● Filters for Enhanced Analysis: - Yearly Filter for All Metrics - Salesperson Filter for All Metrics   3rd Dashboard: Sales Trends & Conversion Metrics ● Sales Overview: - Total Sales - Total Sales per Year Line Chart - Growth Sales Compared to Previous Year   ● Offers and Orders Analysis: - Offers per Year Line Chart - Total Offers - Orders per Year Line Chart - Total Orders ● Product and Customer Metrics: - Sales by Products Column Chart - Total Orders by Products Pie Chart - Total Customers - Top Five Customers - Growth Sales Analysis ● Yearly Filter for All Metrics Customization All data, values, and categories in this template are fully customizable to suit your business’s unique needs. Whether you want to add new metrics, modify existing data, or adjust the dashboard layout, this template adapts to your preferences, providing you with complete flexibility and control.