Скачать или смотреть EX-09-09 — Total, Variance & Bonus: Visualizing Performance Insights

A critical step in learning how to make Excel charts is combining multiple performance indicators into one powerful visual story. In this session, we explore a multi-chart approach to analyze sales rep results against goals, revenue totals, and profits — all in one cohesive view. The first chart uses a stacked 3D column to break down monthly contributions across reps, making it easy to see who consistently delivered strong results and who lagged behind. This style emphasizes volume patterns and cumulative performance visually rather than just in raw numbers. The second chart, set side by side, compares total revenue, target goals, and actual profit by rep, providing immediate insight into variance and bonus potential. You’ll learn how to set up data so Excel interprets different metrics correctly, and how to adjust chart types and color schemes to keep each measure clear and impactful. Techniques like these are invaluable for executive sales reviews, performance tracking dashboards, and incentive plan presentations. By showcasing totals, goals, and profit side by side, decision-makers can quickly identify who exceeded targets, who needs support, and where bonus payouts might occur. This foundation supports future visuals such as how to make bar charts in Excel, where horizontal comparisons help clarify similar scenarios, or how to make line charts in Excel, when illustrating trends in rep performance over time. It also relates to how to make Excel gantt chart views for tracking sales initiatives or onboarding timelines, and even to how to make pie charts in Excel, where categorical splits provide bonus allocation insights. By the end, you’ll be equipped to create sophisticated, layered visuals that turn raw sales data into compelling performance narratives.
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🎨 Conditional Formatting Essentials
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