KPI Dashboard: By Product/Service Type, Client Type, and More

This is a highly dynamic and useful way to track the performance of your salesmen / reps and invoices over time. There are a lot of in-depth analytics/visuals put into this KPI dashboard to make it as insightful as possible for the user as well as easy to enter data and use.


Updated Version



Pricing
Upon purchase, you will be directed to a template download page.

What this KPI Dashboard Model Can Do:
  • Track data points on a daily basis (10+)
  • Track total sales/outstanding/paid revenue by day over course of a given yearly time-frame.
  • Track individual performance of client types over any date range.
  • Query any invoice and see its total amount, paid amount, and outstanding amount.
The idea behind any KPI dashboard is to see how various areas of your business or organization is doing over time. The granularity and flexibility of any dashboard is going to give users more insight and allow them to work more efficiently as well as see where things need to get better or be maintained.

You will be able to control data in and data out from this single excel model / template. Note that there are a lot of things on this sheet that can be automatically implemented because of the dynamic nature of many of the logic structures. However, if it is the case that you need more than 3 hours of my personal time to get this KPI dashboard working for you, then I will charge a $40/hour rate to get it going past that 3 hours.

I would expect 90% of cases to not have to go past that 3 hours and most won't need to change anything at all except the data descriptions/product names.

This KPI Dashboard that implements a scoring algorithm is also included in the purchase above. Just ask for it.