Sales template
Sales Performance Dashboard Template
Track how each rep and region performs against target. Attainment is calculated for you, and one click turns the sheet into a connected dashboard.
Opening a template uses no credits.
What's inside
| Row | A | B | C | D | E |
|---|---|---|---|---|---|
| 1 | Rep | Region | Target | Actual | Attainment |
| 2 | Rep A | North | 300,000 | 324,000 | =D2/C2 |
| 3 | Rep B | South | 280,000 | 251,000 | =D3/C3 |
| 4 | Total | =SUM(C2:C4) | =SUM(D2:D4) | =D5/C5 |
Preview with sample numbers. Formulas are shown in green.
The formulas, explained
E2 =D2/C2
Attainment: actual sales divided by target.
E5 =D5/C5
Team attainment from the totals.
Make it yours by asking
Try a request like this in Tabstra:
"Build a sales performance tracker with target, actual and attainment by rep and region"
Questions
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