📊Create a daily sales dashboard in Excel with key metrics and a calendar view.
📅Use the calendar view to select specific days and see the sales and conversion rate trends.
💻Use Microsoft Excel to create the dashboard and customize it based on your requirements.
🔢Track the number of calls, sales, conversion rate, and average sales per day on the dashboard.
🎨Customize the dashboard's design and style to make it visually appealing.
How can I create a daily sales dashboard in Excel?
—You can create a daily sales dashboard in Excel by using pivot tables, charts, and slicers to display key metrics and a calendar view for selected days.
What metrics should I include in a daily sales dashboard?
—You should include metrics such as the number of calls, sales, conversion rate, and average sales per day to track the performance of your sales team.
Can I customize the design of the sales dashboard?
—Yes, you can customize the design of the sales dashboard by changing the colors, fonts, and styles to match your branding or personal preferences.
How do I select specific days on the calendar view?
—You can select specific days on the calendar view by using slicers. Simply click on the desired days to filter the data and see the sales and conversion rate trends for those days.
Is Microsoft Excel the best tool for creating a sales dashboard?
—Microsoft Excel is a versatile tool for creating sales dashboards due to its wide range of features, including pivot tables, charts, and data analysis capabilities.
00:00Introduction to creating a daily sales dashboard in Excel.
05:32Steps to create the dashboard, including adding data and pivot tables.
09:52Customizing the design of the dashboard, including adding icons and formatting cells.
13:16Adding a calendar view to the dashboard using slicers and adjusting its settings.
