Sales Dashboards – Visualizing Sales Data – 32 Dashboard Examples & Implementations

• Dynamic dashboard, lets user choose the dimensions of data and shows sales performance immediately.
• Easy to compare performance of various criteria, can get too cluttered if you add several dimensions.
• Uses Javascript, thus runs in most web browsers

Download Source Files: Link 1 | Link 2

• Shows analysis of “selected month” along with next 23 months.
• Includes a tweetboard for easy interpretation and key messages.
• Shows the growth rate of sales (derived metric)

Download Source Files: Link 1

• Analysis of sales data by “sales person” shown very clearly.
• Aesthetically pleasing design, fewer colors and options to reduce confusion. Good use of sparklines.
• Stacked charts could use some improvement as they are difficult to read or compare.

Download Source Files: Link 1 | Link 2 [Ajay’s website]

• Very good use of incell charts and sparklines (addin from Fabrice).
• Shows derived metrics like 3 months rolling sales. Also, uses a real map to show region-wise performance.
• Good use of tables with conditional formatting (also, headlines clearly call for attention).

Download Source Files: Link 1 | Link 2 | Link 3 [Alex Kerin’s website]

• Dynamic dashboard, lets you compare sales by customer type or region or sales person. Also, compares values with averages.
• Good mix of charts for selected data along with big-picture. Also, includes clear headlines and messages (like “2008 sales person of the year is Chewbacca”).
• Fewer colors and objects, easy to read the dashboard.

Download Source Files: Link 1 | Link 2 [Arti’s website]

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• Lets you compare one combination of sales data like Sales in North region for product light sabres to the customer “galaxy” by sales person “hansolo” with all other possible values.
• Fewer charts thus easy to read without getting lost.
• Could use some formatting better color choices. Also, shows only trends, not much on current month’s data.

Download Source Files: Link 1

• Dynamic dashboard with option to select month and sales person. Shows historic data for last 12 months.
• Clever use of incell sparklines and bullet charts to show performance of product by sales person.
• Includes clear comments (headlines). Fewer objects, so easy to read. Also, has data labels and other chart elements to help us read the findings.

Download Source Files: Link 1 [Cuboo’s website]

• Shows overall sales trend along with 2009 summary
• Analysis by customer type and product.
• Uses pie charts to show product composition in sales.

Download Source Files: Link 1

• Very rich dashboard presentation – thanks to JMP. Shows trends using panel charts (of lines).
• Includes 3 summary charts to prove points (like Luke sells more than others etc.)
• Interesting treemap style of visualization.

Download Source Files: Link 1 | Link 2 | Link 3 | Link 4 [Erin Vang’s website]

• Very good placement of charts – uses the natural positions of regions (north, east, south and west)
• Cleve use of incell charts (using REPT formula)
• Dynamic dashboard – user can select one of the products.

Download Source Files: Link 1 | Link 2

• Clear layout with charts at yearly level and qtrly level. Fewer colors and easy to read.
• Includes headlines (key messages) by sales person. Very useful to understand the performance of sales persons.
• Provides analysis only from sales person point of view.

Download Source Files: Link 1

• Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
• Shows overall distribution along with chart for selected option. Easy to compare how the selection is doing wrt others.
• Could use some more charts.

Download Source Files: Link 1 | Link 2 | Link 3

• Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
• Has additional filtering options.
• Could use some more charts.

Download Source Files: Link 1 | Link 2 | Link 3

• Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
• Has additional filtering options.
• Could use some more charts.

Download Source Files: Link 1

• Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
• Has additional filtering options and shows additional charts on demand. Provides instant comparison of selected option against other data.
• Very cleaver use of form controls.

Download Source Files: Link 1 | Link 2 | Link 3

• Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
• Has additional filtering options and shows additional charts on demand. Provides instant comparison of selected option against other data.
• Very cleaver use of form controls.

Download Source Files: Link 1

• Very good use of pivot charts to make dynamic chart
• One chart to rule them all.
• Could use some variety and trickery.

Download Source Files: Link 1 [Leandro on twitter]

• Simple and intuitive dashboard design. Fewer colors and better formatting. Very easy to read.
• Includes average lines to provide instant comparison.
• Could include some messages so that it is easy to scan the report to establish them.

Download Source Files: Link 1

• Uses Excelcius to show chart by selected options.
• Simple chart options, easy to read and understand.
• Could use some more charts.

Download Source Files: Link 1

• Uses Excel to show chart by selected options.
• Simple chart options, easy to read and understand.
• Could use some more charts.

Download Source Files: Link 1

• Dynamic dashboard with ability to select a sales person to see their performance.
• Uses combo charts to show sales along with growth rates.
• Could use better formatting and chart choices

Download Source Files: Link 1

• Simple design with dynamic charts. Very good use of form controls and pivot charts to show data based on user selection.
• Very easily provides analysis on how sales person are doing in regions etc.
• Could include some messages.

Download Source Files: Link 1

• Clever use of form controls. Very elegant design with clear colors and fewer charts.
• Good implementation of panel charts with ability to rotate so that comparison is easy.
• Focus on analysis from sales person point of view with overall trends and key messages. Very good design.

Download Source Files: Link 1

• Very intricate design with ability to select date ranges, dynamic filters and powerful drill-down of data.
• Tables show performance of sales persons clearly while key KPIs are highlighted.
• Fewer colors and charts. Easy to read and compare without loosing attention.

Download Source Files: Link 1

• Cleaver use of pivot tables and pivot charts.
• Relies on excel pivot features to provide required dynamic filtering of data.
• Pivot charts can be cluttered when all filters are reset.

Download Source Files: Link 1

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• Fewer colors and charts, elegant design with ability to filter based on region, product or customer. Also has the ability to select a date range to generate charts.
• Answers 2 key questions: (1) how are sales persons doing based on selected criteria (2) How are sales persons doing for the entire timeframe on selected criteria.
• Could include some messages.

Download Source Files: Link 1

• Only 2 colors and just one chart type (lines on a panel chart).
• Provides comparison by region, product and customer type very easily.
• Could include some messages.

Download Source Files: Link 1 [Pompadour’s website]

• Dynamic dashboard with ability to select region, customer and product.
• Uses tables and conditional formatting provide key data. Includes derived metrics like qtrly performance, comparison with previous year etc.
• Has only one chart to show overall sales person trend for the selected options.

Download Source Files: Link 1 | Link 2 [Stephane’s website]

• Uses AJAX and Flot to generate the dashboard. Fewer objects and colors, so very easy to understand.
• Includes key messages (like rankings of regions, products etc. totals)
• Includes a dynamic chart to select sales person, region, product and customer. Also compares the selection against baseline (total sales by month etc.)

Download Source Files: Link 1 | Link 2 | Link 3 | Link 4 [Steven Ng’s website]

• Fewer colors (just 2) and clever use of line charts. Includes key messages and data tables to compare values against each other.
• Dynamic chart to show the performance of selected dimension by various filters like region, sales person, product or customer.
• The top and bottom performers table is very interesting. Cleaver design with attention grabbing colors.

Download Source Files: Link 1 | Link 2

• Uses Tableau to generate a sales dashboard (requires tableau reader if you want to view this)
• Includes filters to choose date range, products, customers, regions and sales person. Includes several heatmaps to compare values instantly.
• Some charts can be improved (for eg. Growth by sales person has year 2008 with blanks, this is not required) Also heatmaps take sometime to understand.

Download Source Files: Link 1

• Uses excel pivot charts to show product, customer type and region-wise sales by sales person.
• Reader can easily filter values wanted using pivot features.
• Could use some more charts and messages.

Download Source Files: Link 1

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