Marketing & Sales Performance Dashboard
See exactly which marketing channel is turning into paying customers, not just which one gets the clicks.
Built for marketing managers, sales team leads, and program operators who need to know where revenue is actually coming from. Add your billing and enrollment records to the Data tab and the dashboard automatically tracks total earnings and enrollment volume, ranks revenue by marketing channel and program, and breaks down performance by sales advisor and month. Fully editable to match your own marketing channels, sales team, and program catalog. One-time purchase, no subscription required.
Dashboard Features
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Total Earnings & Enrolled Courses at a Glance: Total earnings and enrollment volume at a glance, with the highest, average, and lowest earning month automatically flagged
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Total Earnings by Month: Track revenue month over month to catch a slow month before it becomes a slow quarter
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Marketing by Division & Learning Programs: See exactly which marketing channel and which learning program are actually driving revenue, not just registrations
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Sales by Group & Skill-Level Fees: Filter by advisor or billing month, and compare total sales and fee collection across your team and program tiers
Specifications
Get all essential details in one place. From features and package contents to software compatibility and skill level required, this section gives you a clear overview so you know exactly what to expect before download.
Template Features
- Executive KPI Bar: Total Earnings and Enrolled Courses at a glance
- Monthly Earnings Trend: Automatic highest, average, and lowest month callouts
- Marketing by Division: Revenue by acquisition channel (website, social, paid ads, referral)
- Program & Skill-Level Breakdown: Revenue and course volume by learning program and skill level
- Sales Advisor Performance: Total sales ranked by sales team member
- Location/Branch Breakdown: Performance by location code
- Interactive Filters: Sales Group and Billing Month slicers
- Controls: One-click data refresh button
Package Details
- Marketing & Sales Performance Dashboard (.xlsm)
- Sample Dataset (.xlsx)
Software Compatibility
- Microsoft Excel 365
- Microsoft Excel 2024
- Microsoft Excel 2021
- Microsoft Excel 2019
Skill Level Required
- Beginner
Frequently Asked Questions
Is this template compatible with Google Sheets?
No, our templates are built specifically for Microsoft Excel. Because they utilize advanced Excel features like Pivot Tables and complex formatting, they will not function correctly if imported into Google Sheets.
Do I get lifetime updates?
Templates are one-time downloads and do not include future feature upgrades. However, if we release a bug fix for your purchased template, you can always download the patched version from your order history.
What kind of support is included?
We provide technical support via email for access issues, such as if your download link is not working. We do not provide implementation support (e.g., wiring the template to your custom data sets). For implementation assistance, please submit a request for our custom services.
