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
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