ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Instructions
2
This dashboard as it's set up answers the following questions
3
1
Which reps are bringing in new business?
4
2
How much revenue is each rep bringing in?
5
3
The slicer filters out by division to determine divisional contribution to sales
6
4
How many units and sales dollars of each product type?
7
5
Sales by day to identify success of promotions, sales, other activities, etc.
8
6
Total customers sold to by rep
9
10
11
Spreadsheet tips
12
1
Start on the data tab and paste your data on top of what is there. If there are columns you don't use, you may delete them but you will need to adjust charts accordingly
13
2
Go to the pivot tables tab and at the top under data, click refresh all. This will use the data you have pasted in
14
3
Go to the insert menu then slicer if you want to change it from filtering by division, and delete the current one
15
4
Right click on the slicer and go to report connections if you want to choose which pivot charts are controlled by the slicer
16
5
If you have a lot more data, reps etc. you will need to move the pivot tables around
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100