How can you manage sales without a sales tracking spreadsheet or sales tracking template? Difficult.
This dashboard product allows you to put together a sales report in a visual manner that will impress the board. No coding skills required.
If you have Excel 365, you can also take the interactive dashboard around on your phone.
Sales Tracking Spreadsheet
This is a simple sales tracking spreadsheet in Excel 2019 that gives a dashboard overview across retail stores. The template has powerful visuals yet no distraction.
It is built for sales tracking and sales tracking only, pure and simple.
If you have multiple stores with a few hundred products to keep track of, this will be a perfect match.
Features of Sales Tracking Spreadsheet
- Filter by product to see sales by region
- Filter by product to see product image update
- See top 5 store sales by region organised by sales amount
- One-click data refresh plus data refresh on file open
How to Use Sales Tracking Spreadsheet
Put product images in Image sheet.
Enter Store-wide sales figure for each product in Data sheet using existing column structure. You may need to consolidate data for the year across the stores first. If that is the case, please also purchase Add Historical Data service.
Depending on the number of locations you have, add or remove location slicers.
Refresh pivot tables.
Email support will be given on how to use sales tracking spreadsheet dashboard and how to fit your data.
It is strongly recommended that you purchase Template Customisation service along with this product to adjust the layout to your particular sales data.
There is one file with sample data for download. The data is optimised for Product A, B and C only as a demonstration.
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Outstanding customer support. See FAQ section.
What is the turnaround time for template customisation?
Depending on the complexity, it can usually be done within 48 hours of scope confirmation.
Can I filter by salesperson?
Salesperson column can be added to Data sheet. Once updated, you can add a slicer from Pivot sheet for Salesperson. If you need help with Template Customisation it can be arranged through email or remote support.