Excel Dashboard Detail
Monthly Sales Report by Location with Slicers & Timelines
This is a full working excel spreadsheet model which pulls data tab. This helps automate and reduce staff time from creating such files. Data just needs to be copied and pasted into data tab with 10 minutes extra admin to create this powerful tool which gives you insight it to your business. Additionally it has Slices/Timelines so that at a
YTD Sales Report by Location with Slicers & Timelines
This model is the same as above but for a Year to Date basis.
Trending by month/Location/Service with Slicers & Timelines
Data trends are extremely useful as they can help in forecasting and can pin point areas of concern at lower levels like product/service. With models with Slicers/Timelines you can review different locations instantly and see if other locations are struggling or if its just 1 location which helps you get closer to understanding the problem
Sales Report Price/Volume Variance with Slicers & Timelines
Price and Volume variance is a valuable tool to have when reviewing a variance, as it points you to 2 different issues where the problem has arose. The business can then see where the real issue is whether its Price per product or volume issue which is causing the budget not to be hit.
Waterfall Chart Report by Location with Slicers/Timelines
Waterfall Charts are becoming a more common tools as it visually aids you to focus on where the problem is in a snapshot.