Скачать или смотреть How to Do Sales Performance Review with Charts in Google Sheets

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Most charts show data. Great charts show value. In this video, you’ll learn how to create a chart that helps you evaluate sales team performance with impact. This isn’t about building another dashboard. It’s about asking better questions, using better visuals, and making charts that lead to better business decisions.

Using real sales data, we walk step by step through how to make a chart that goes beyond decoration. We focus on how to analyze sales performance with intention. The goal isn’t to make it pretty, it’s to make it clear, useful, and meaningful.

We’ll start with a basic dataset and walk through how to clean and structure the data. Then, we move into the chart-building process using Excel or Google Sheets. From choosing the right chart type to setting up comparisons that matter, everything is focused on making the chart work for the business, not just for the presentation.

Throughout the process, we challenge common habits. Why do most sales charts fail? Why do they leave out context? How can we visualize performance in a way that tells a story, prompts action, and surfaces what's really happening?

You’ll learn how to use a simple chart to perform a sales performance review that is grounded in reality. The video highlights how to evaluate reps, spot gaps, and present results in a way that resonates with decision-makers. We use a combination of bar charts, performance groupings, and comparisons that bring clarity.

We’ll also introduce a unique charting approach that moves away from generic visuals and into something sharper: a survival-type format. It helps you segment sales reps into those who are thriving and those who may be struggling. This structure adds a level of insight that most sales performance charts completely miss.

No advanced tools are required, just basic spreadsheet skills and a focus on business outcomes. The approach can be adapted for weekly sales reports, monthly performance reviews, or even year-end evaluations.

If you’ve ever wondered how to present sales performance in a way that drives better conversations, this walkthrough will change how you think about charts forever. It’s not just about plotting sales numbers. It’s about building visual tools that actually help you run your team better.

📊 Whether you’re tracking individual performance, building a simple review, or just want to get more from your reports, this method brings clarity to the process.

You’ll see how to:
↳ Structure your data for impact
↳ Choose a chart that highlights performance differences
↳ Make comparisons that support decision-making
↳ Add labels and logic that tell a complete story
↳ Spot performance patterns at a glance

Every step is rooted in the real goal: to support better decisions with better visuals.

✅ This video is for anyone who needs to:
↳ Present sales team performance clearly
↳ Create one powerful chart that drives business insight
↳ Stop wasting time on charts that look good but say little
↳ Communicate performance data with more clarity

By the end, you’ll know how to create one chart that does more than decorate your screen—it informs, influences, and drives action.

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📥 Don’t forget: You can download the full dataset featured in this walkthrough by joining our newsletter. You’ll get free access to this and other practical datasets to help build your skills.

💬 Let us know in the comments: What’s the biggest problem you see in typical sales charts?

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💡 Whether you’re preparing reports or evaluating team success, these skills will help you build a system that supports better results. Follow along and download the dataset for free through our newsletter to practice yourself.

#salesperformance #GoogleSheets #ZombieProof


00:00 - Making a sales team evaluation analysis chart
00:19 - Requesting the sales performance dataset
01:04 - Preparing data for chart creation
02:00 - Selecting data and starting the chart process
02:08 - Inserting the first chart in Google Sheets
02:18 - Choosing a bar chart format
02:21 - Using a combo chart for better visual
02:54 - Reviewing the completed chart layout
03:56 - Adding a new chart to compare performance
05:21 - Creating a "Survivor Type" analysis chart
05:49 – Inserting a chart to highlight specific insights