Скачать или смотреть Sales KPI Scorecard in Excel

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Tracking sales performance has never been easier! The Sales KPI Scorecard in Excel is a ready-to-use, data-driven tool that lets you monitor, analyze, and visualize key sales metrics in one centralized dashboard. Perfect for sales managers, team leads, and business owners, this scorecard helps you measure performance, identify opportunities, and make data-backed decisions.

Key Features:
✅ Scorecard Sheet – Main Dashboard

Compare Actual vs Target for Month-to-Date (MTD) and Year-to-Date (YTD)

Color-coded visuals for quick performance insights

View 10 KPIs at a glance for management reviews

📈 KPI Trend Sheet

Analyze individual KPIs over time

Track Actual, Target, and Previous Year (PY) metrics

Spot trends, deviations, and improvement areas

🧮 Input Data Sheet

Central hub for all KPI-related data entry

Supports monthly Actual, Target, and PY values

Formulas auto-update visuals and dashboards

📋 KPI Definition Sheet

Clear definitions, units, formulas, and purpose of each KPI

Ensures consistency and clarity across your organization

Why Use This Sales KPI Scorecard?

Real-time performance tracking for better decision-making

Visual analytics with charts and conditional formatting

Customizable for any team, product, or region

Enhances team accountability and goal alignment

Cost-effective alternative to expensive BI tools

Best Practices:

Align KPIs with business strategy

Focus on key 10–15 metrics for clarity

Automate calculations using Excel formulas or Power Query

Review trends monthly or weekly for proactive actions

FAQs:

What are Sales KPIs? Measurable metrics to track sales success (e.g., revenue growth, conversion rate, deal size).

Why Excel? Flexible, affordable, and allows automated dashboards without complex software.

Can I add KPIs? Yes, simply update the Input Data and Definition sheets.

Scorecard vs Dashboard? Scorecard = performance vs target; Dashboard = trends & visual analytics.

💡 Optimize your sales process, drive team accountability, and boost revenue with this all-in-one Sales KPI Scorecard.

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Google Sheet Checklist templates:
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Excel Calendar Templates:
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