Version 1.0 (latest)

Sales Dashboard Tutorial

In this tutorial, you will see how the "Sales Performance" dashboard displayed below was created using a sample spreadsheet with similar data.

SalesPerformanceDashboard_All

What’s in this Dashboard?

This dashboard contains information on a sample company’s:

  • Current Sales performance across teams and territories

  • Under-achieving and over-performing product lines

  • Win/loss metrics

Sample Datasheet

You can download the sample datasheet here. All other dashboards in these tutorials will use the same sample spreadsheet.

Note
NOTE

Excel files as local files are not supported in this release. In order to follow these tutorials, make sure you upload the file to one of the supported cloud services.

Steps Overview

  1. Creating the Dashboard and Adding a Data Source

  2. Creating the First Visualization

  3. Applying Formatting to the First Visualization

  4. Applying a Theme to the Dashboard

  5. Adding the other Visualizations Win/Lost by Month, Forecasted, Lost Opportunities, Pipeline by Territory, Total Opportunities, Revenue by Territory, Pipeline per Employee, Sales by Product)

  6. Saving your Dashboard