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Sales & CRM · Sales Performance & Reporting

Sales KPI Dashboard

Track and visualize monthly sales performance metrics for individual sales agents with KPI calculations and trend analysis.

A comprehensive sales KPI dashboard designed to monitor sales agent performance across monthly periods. The template includes an input data sheet for recording sales figures by agent and month, a main dashboard for displaying key performance indicators, instructions for template usage, and reference data for income tax calculations. Features monthly sales tracking, agent-level performance metrics, visual charts for trend analysis, and automated calculations using AVERAGE, SUM, and VLOOKUP functions to identify top performers and sales trends.

What's inside

  • Monthly sales data input
  • Automated KPI calculations using SUM and AVERAGE
  • VLOOKUP for data reference
  • Visual charts for trend analysis
  • Agent performance comparison
  • Multi-month tracking
  • Instructions guide
#sales#KPI#dashboard#performance metrics#sales tracking#monthly reporting#agent performance

Download this template

.xlsx · 4 sheets · includes charts

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