Sales Performance (Dashboard spreadsheet + E-book Guide)

Every story is written by clear numbers. In the case of a business, these are generally accepted quantities such as sales, profit, number of orders, average order value, etc. The underlying data is usually not a problem to obtain - much of it is available for download in your e-commerce solution. Much more detailed and relevant data can be found in your ERP system. The real problem is that it's mostly raw data - a huge spreadsheet with an infinite number of rows and columns. The key is to have this data systematized and, ideally, graphically represented. And to know what which variables mean and ideally how to improve them.

Data analysis for ERP systems usually involves expensive, purpose-built modules. And so your journey to relevant data can be either time-consuming or costly. Or both. Sales Performance Dashboard is the solution. An affordable, simple and easy to use Excel application of important sales metrics. Track your sales, profit, average order value, customer trends, your sales force performance and much more in one place.

With Sales Performance Dashboard you get a complete overview of your business performance and analysis of trends and seasonality. You just need to export simple data from your e-commerce platform or ERP system, and paste it into the correct column in our dashboard. Everything else will happen automatically. Of course, you can filter the data in relevant ways and analyze not only the overall business performance, but also the performance of individual markets, product categories, months, years or vendors. Or simply compare the performance of months year-on-year. There are no limits to your creativity.

Worried that you can't provide all the necessary input data? It's not necessary. The most important metrics are at the top of the dashboard and the data for them is essential to you - we assume you have those.

With the Sales Performance Dashboard, you have everything you need in one place. And all while keeping your data as secure as possible, as it won't get out of your reach.

BENEFITS

• Sales indicators analysis – revenue, margin, % of margin, number of orders, refunds ratio, average order value.
• Vendors analysis – revenue, number of orders, margin, % of margin, average order value, number and sum of refunds
• Region analysis – revenue, margin, % of margin, TOP cities
• Customers analysis – revenue, margin
• Product categories analysis – revenue, revenue ratio, margin, % of margin
• Shipping analysis – carriers performace, carriers ratio
• All can be filtered by time, vendors, categories, countries
• Find out the real performance of your sales in a simple and clear way
• Find out the seasonality of your business and be prepared for it in the future
• Increase efficiency - find out which channels, vendors or regions are not working to your expectations and take steps to improve
• Increase customer satisfaction - find out which customers are most loyal to you and reward them
• Ease of use – just enter basic data and everything happens automatically
• Saves your time - everything fast, clear and in one place
• Saves your money - incomparably lower price compared to other sales analytics solutions on the market 

FEATURES

• E-book Guide in .pdf – easy to read anywhere - on your PC, tablet or mobile phone 
• Worksheet in .xlsm with clear Dashboard sheet – easy to understand and work with. Everything is pre-programmed, all you need to do is to input your data. 

FACEBOOK GROUP

Do you have any questions about sales performance metrics? Feel free to write us in the Facebook group. We will be happy to advise you. Plus, you can get valuable advice, tips and recommendations from other members who are already working on their successful business journey.

TRY BEFORE BUY

Not decided yet? Download the preview of the Understand your business e-book for free.You will get access to two very important chapters - Business model canvas and Value proposition canvas. And 2 Workbooks in .pdf and .pptx. And that's not all. You'll also get access to a preview of other digital tools.

OUR HAPPY CUSTOMERS

"I have been selling for more than two years. But over time, I've found that even though I devote most of my time to it, I don't have much money left at the end of the day. I was figuring out how to increase efficiency and every piece of advice was - first you have to know the real performance of your sales and identify the problems based on that. ERP systems are very expensive and I was afraid of data leakage. I found the Sales Performance Dashboard and decided to give it a try. The data entry was easy and the outputs more than convincing. I could see everything in one place - and most importantly - I could immediately identify where the money was flowing through my fingers. I have been using this tool for over a year now and I am very satisfied." Eugen, small business owner

"I started offering products through vendors, specifically sales reps. I needed a tool to control their efficiency, as this was a new and significant cost to my business. The sales performance dashboard suited me perfectly. I don't have to study economics books because everything is humanely explained in the accompanying document. I can see all the important efficiency metrics of my vendors in one place and live with the good feeling that I have everything under control." Rusty, sales manager

AUTHORS

Róbert Tomly - Thanks to 10 years of experience in managing an international company and my strong analytical mindset, I believe that the business world is largely based on solid, quantifiable through numbers, fundamentals. But it's not just numbers that construct your reality. It's also something more. Trust in the business and its perception through the emotions of your customers.  

In my work, I use both strong counterpoints - reason and emotion. I help to understand the strengths and weaknesses of businesses. I set goals, help to monitor success and advise on what and how to improve for better results.  

Peter Hrnčiar - 15 years in digital marketing have taught me that the most important constant of any successful business are happy customers. That's why I focus most of my attention on them.  

I apply my years of experience, as well as the latest insights and research on user behaviour into your successful projects. I help both with auditing e-shop in terms of user experience and with the actual design of a powerful e-commerce platform, which will aim to satisfy the needs and wishes of its customers. Using 360° marketing, I attract visitors to you and turn them into satisfied customers. I show you the possibilities of how to continue to grow and move forward.

REQUIREMENTS

• PDF reader app 

• Microsoft Excel 2016+ or Microsoft Office 365 (compatible both with Windows and MacOS versions) 

SUPPORT

If you need support or have a question, contact us at support@futurtoolbox.com

REFUND POLICY

We understand that investing in meaningful and effective tools for business growth is not easy. That’s why we’ve decided to let you try most of them before you decide to invest in them. You can find more about this in our refund policy document.