[ Certain details have obviously been redacted for business confidentiality reasons ]
Our current dashboard was originally create two managers ago, and has a first page containing all the raw data which is copied and pasted manually from another spreadsheet output from Finance, then a series of 32 different sheets.
Some of the sheets are used to categories the raw data - such as customer to rep allocations, product list to budget category, date to 4-4-5 month. But a majority of these contain multiples of pivot tables set to different configurations, and a sheet for each budget category showing a chart for each territory.
The main sheet we use is the one below where we can easily see our Actual Sales vs Target and variance.
I am pretty sure this is the only sheet that gets used, not that anyone will admit it.
I personally wanted to create my own personal dashboard using Power BI, at the least so I can better prepare my end of quarter presentation.
The model for the VIC/TAS Q3 Dashboard is below:
The tables featured are:
VICTAS Sales - Raw .xls output of Q3 Sales in my accounts (Victoria and Tasmania)
Product List - list of product info and which budget category they are in.
Q3 Months - We run off a 4-4-5 week month each quarter and this lists the quota($) for each period.
Q3 Categories - The quota budget associated with each product category for Q3.
Using this I was able to create 3 main pages that contained an overview page, a breakdown into each category and some fuel gauges for each category.
This overview page is great for an overall look over my biggest accounts and product ranges, with the slicers allowing to quickly isolate specific accounts or product ranges.
This page allowed a quick overview of how certain product ranges sales were trending each month on the right , and top left a quick comparison of sales to category quota budgets. Especially with the many lockdowns this will be useful to see how the that impacted the usage of different product categories.
This was a fun little page to mainly play with the fuel gauges features mostly, but it will be a great visual to give an overview of how the different budget categories performed.
The next steps for my dashboard after some tweaks will be either to make a live one for Q4 and/or to incorporate the data from the rest of this year.
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