This project delivers an interactive Excel Sales Dashboard designed to visualize and assess individual sales performance across different states. Each salesman is uniquely assigned to a state, and no salesman appears in more than one state.
The dashboard allows stakeholders to:
- Identify top and bottom performing employees
- Track sales target achievement
- Analyze state-level performance
- Interactively filter and view results using checkbox-driven macros
- Who are the top 5 and bottom 5 salesmen across all states?
- Which states performed best and worst in terms of sales?
- How can we dynamically toggle and explore sales performance by state?
- Which employees may require support or improvement plans?
- Structured raw data with each state linked to one salesman
- Cleaned employee names, sales figures, and target fields
- Created 4 pivot tables to analyze:
- Top 5 salesmen by total sales
- Bottom 5 salesmen by total sales
- Target hit percentage
- Away from target percentage
- Developed 3 charts:
- Bar chart for Top 5 salesmen
- Pie chart for Target Achievement %
- Line chart for away from target %
- Used VBA macros and checkboxes to:
- Filter data by selected state
- Dynamically refresh pivot tables and charts
- Provide an intuitive user experience
- Structured with clean layout and clear headers
- Added conditional formatting for visual clarity
- The Top 5 performers significantly contribute to total sales.
- The Bottom 5 employees highlight opportunities for performance coaching.
- X% of salesmen (states) met or exceeded their targets.
- States with high-performing employees show strong regional impact.
This Excel-based dashboard showcases a highly interactive and user-friendly approach to sales performance tracking. Leveraging pivot tables, visualizations, and VBA macros, the dashboard enables easy exploration of both employee and state-level metrics.
- Microsoft Excel (Pivot Tables, Charts, VBA)
- Excel Macros (for interactivity)
- Conditional Formatting