Sales & Target Performance Dashboard
See whether your team is beating its sales target, without building a single pivot table.
Built for sales managers, team leads and small business owners who need to know who is on target and who is falling behind. Add your orders to the Data tab, refresh, and the dashboard rolls up total sales, total target, orders, units sold and your achievement %, plots sales against target for every month, and ranks every region, manager and product by sales. Filter the whole dashboard by region, product category or month in one click. Fully editable to match your own regions, managers and products, completely free.
Dashboard Features
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Target Achievement at a Glance: Total sales, total target, orders, units sold and achievement % side by side, so you know instantly whether you are ahead of plan or behind it
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Sales vs Target, Month by Month: Actual sales and target on one chart, so a slipping month stands out before it costs you the quarter
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Region & Manager Leaderboard: Rank sales by region and by sales manager to see exactly which teams are carrying the number
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Product & Category Winners: Your top products by sales and each category's share of revenue, filterable by region, category and month with one click
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
- KPI Bar: Total sales, total target, total orders, achievement % and units sold at a glance
- Region, Product Category & Month Slicers: Three linked filters connected to every chart and KPI
- Monthly Sales Trend: Total sales and total target plotted month by month on one chart
- Sales by Region: Revenue compared across every region
- Sales by Manager: Revenue ranked across every sales manager
- Category Contribution: Each product category's share of total sales
- Top Products by Sales: Your best-selling products ranked by revenue
Package Details
- Sales & Target Performance Dashboard (.xlsm)
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.
