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English
$
USD
I will build a sales dashboard in excel with budget vs actual
About this Gig
Have your sales in Excel but no clear view of whether you're hitting your targets? I'll build you a clean, easy-to-use sales dashboard: pick a month and the whole report updates automatically.
What you get:
- Budget vs actual by month, with variance and % attained
- Monthly and year-to-date results
- Performance by salesperson and product line
- Green and red colors to spot what's working and what's not
- Charts and key metrics (monthly sales, average ticket and more)
- An instructions sheet, so it's easy to use
Customized for your business: your salespeople, your products and your targets. Works in Excel and Google Sheets.
I've worked for 5 years at an accounting firm using Excel every day, so I make sure every number is right.
Message me before ordering, tell me how you track your sales, and I'll help you choose the right package.
Platform:
Excel
•
Google Sheets
•
Microsoft Office
Development technology:
Excel
•
VLOOKUP
Expertise:
Formatting
•
Formulas
•
Functions
•
Dashboard
•
Charts
My Portfolio
FAQ
Does it work in Google Sheets?
Yes, it works in both Excel and Google Sheets.
What data do I need?
A list of your sales with date, customer, salesperson, product or product line and amount. If you have monthly targets or a budget, even better.
What if I don’t have a budget?
No problem. We can build one together, or I can make the dashboard with your actual sales only.
Do I need to be good at Excel?
No. You add your sales, pick the month and the dashboard updates itself. It includes an instructions sheet.
Who loads my data?
In Basic and Standard, you add it to the ready-made dashboard. In Premium, I load it for you.
