Sales KPI and Commission Tracker Template

$59.00

The Sales KPI and Commission Tracker is an advanced Excel spreadsheet template developed to help business owners and managers track the most important sales numbers and set sales goals. With this template, you can easily visualize sales data to understand trends and sales performance.

Key Features

Fully unlocked template
Interactive and dynamic dashboard that summarizes sales performance indicators on a single page
Sales and Commissions reports that are friendly, flexible and aesthetic
View Sales results by customer, product, sales manager and salesperson
Automates tasks to reduce errors, save time and increase efficiency
Clearly visualize results with easy-to-interpret charts and tables
Follow your team’s performance
Built for Excel 2016 or later
Windows Only

What is included?
Two spreadsheets are available for download; one with sample data and another ready to receive your data.

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Description
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This template is so easy to use. Start by registering your sales team, products and customers. Then, enter your sales data in the appropriate worksheet, set your sales goals and click the “Update Reports” button. All your sales indicators and reports will be updated automatically.

This versatile Excel template was developed using Microsoft Power BI technology (Power Query & Power Pivot), and is complete with macros to automatically update your reports. Sales KPI and Commission Tracker contains 4 dashboards and 14 ready-to-use reports with slicer options. You can also create custom reports using Pivot Table.

Take a tour:

Available Sales Dashboard:

Sales Dashboard – Annual sales data displayed in 4 visuals with a comparison to the previous year
Sales KPI Dashboard – A summary of 12 sales indicators on a single screen. Using filters, you can select specific months and years.
Commission Dashboard – View all your commission data in 3 visuals by salesperson and manager
Top Salesperson – Ranks sales by salespersons with a clean, clear visual

Available Sales Reports:

Sales KPI Report 1 – Sales indicators detailed per month and quarter
Sales KPI Report 2 – Sales indicators in the last 12 months
Sales Report
Sales Target vs Actual Report
Commission Payable Report
Sales by Sales Manager
Sales by Salespersons
Sales by Customers
Sales by Products
Sales by Categories and Subcategories
Sales by Location
3 additional reports that you can customize for your specific needs

Some of the indicators that you can use in the customizable reports:

Sales Target
Total Sales of Goal%
Sales Amount
Gross Profit Margin
Avg. Daily Sales
Orders Placed
Avg. Sales Ticket
Items Purchased
Items per Order
# Customers
Avg. Sales per Customer
Visitors / Opportunities
Conversion Rate
Total Commissions
Avg Commission Rate
Total Deductions
Commission Payable

For nearly all indicators that correspond to the current period, there are 4 variables already calculated: LY (Last Year), PM (Previous Month), Variation (Current Year minus Last Year) and Variation% (Variation divided by Last Year).

Example:

Sales Amount
Sales LY
Sales PM
Sales Var
Sales Var %

Other Information

Built for Excel 2016 or later
Windows Only
Licensed for Private Use Only (not for distribution or resale)

The template may NOT be sold, distributed, published to an online gallery, hosted on a website, or placed on any server in a way that makes it available to the general public.

Contact
[email protected]