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File mẫu Excel Bảng điều khiển bán hàng – Trực quan hóa dữ liệu bán hàng – 32 ví dụ và triển khai bảng điều khiển

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Bảng điều khiển bán hàng – Trực quan hóa dữ liệu bán hàng – 32 ví dụ và triển khai bảng điều khiển

Javascript based Sales Dashboard by Ahmad (Option 01)

Javascript based Sales Dashboard by Ahmad
larger version
My Comments:

  • Dynamic dashboard, lets user choose the dimensions of data and shows sales performance immediately.
  • Easy to compare performance of various criteria, can get too cluttered if you add several dimensions.
  • Uses Javascript, thus runs in most web browsers
Download Source Files: Link 1 | Link 2

Excel based Sales Dashboard by Aires (Option 02)

Excel based Sales Dashboard by Aires
larger version
My Comments:

  • Shows analysis of “selected month” along with next 23 months.
  • Includes a tweetboard for easy interpretation and key messages.
  • Shows the growth rate of sales (derived metric)
Download Source Files: Link 1

Excel based Sales Dashboard by Ajay (Option 03)

Excel based Sales Dashboard by Ajay
larger version
My Comments:

  • Analysis of sales data by “sales person” shown very clearly.
  • Aesthetically pleasing design, fewer colors and options to reduce confusion. Good use of sparklines.
  • Stacked charts could use some improvement as they are difficult to read or compare.
Download Source Files: Link 1 | Link 2 [Ajay’s website]

Excel based Sales Dashboard by Alex Kerin (Option 04)

Excel based Sales Dashboard by Alex Kerin
larger version
My Comments:

  • Very good use of incell charts and sparklines (addin from Fabrice).
  • Shows derived metrics like 3 months rolling sales. Also, uses a real map to show region-wise performance.
  • Good use of tables with conditional formatting (also, headlines clearly call for attention).
Download Source Files: Link 1 | Link 2 | Link 3 [Alex Kerin’s website]

Excel based Sales Dashboard by Arti (Option 05)

Excel based Sales Dashboard by Arti
larger version
My Comments:

  • Dynamic dashboard, lets you compare sales by customer type or region or sales person. Also, compares values with averages.
  • Good mix of charts for selected data along with big-picture. Also, includes clear headlines and messages (like “2008 sales person of the year is Chewbacca”).
  • Fewer colors and objects, easy to read the dashboard.
Download Source Files: Link 1 | Link 2 [Arti’s website]

Excel based Sales Dashboard by Cole Burdette (Option 06)

Excel based Sales Dashboard by Cole Burdette
larger version
My Comments:

  • Lets you compare one combination of sales data like Sales in North region for product light sabres to the customer “galaxy” by sales person “hansolo” with all other possible values.
  • Fewer charts thus easy to read without getting lost.
  • Could use some formatting better color choices. Also, shows only trends, not much on current month’s data.
Download Source Files: Link 1

Excel-Palo based Sales Dashboard by Cuboo (Option 07)

Excel-Palo based Sales Dashboard by Cuboo
larger version
My Comments:

  • Dynamic dashboard with option to select month and sales person. Shows historic data for last 12 months.
  • Clever use of incell sparklines and bullet charts to show performance of product by sales person.
  • Includes clear comments (headlines). Fewer objects, so easy to read. Also, has data labels and other chart elements to help us read the findings.
Download Source Files: Link 1 [Cuboo’s website]

Excel based Sales Dashboard by Duezzz (Option 08)

Excel based Sales Dashboard by Duezzz
larger version
My Comments:

  • Shows overall sales trend along with 2009 summary
  • Analysis by customer type and product.
  • Uses pie charts to show product composition in sales.
Download Source Files: Link 1

Jmp based Sales Dashboard by Erin Vang (Option 09)

Jmp based Sales Dashboard by Erin Vang
larger version
My Comments:

  • Very rich dashboard presentation – thanks to JMP. Shows trends using panel charts (of lines).
  • Includes 3 summary charts to prove points (like Luke sells more than others etc.)
  • Interesting treemap style of visualization.
Download Source Files: Link 1 | Link 2 | Link 3 | Link 4 [Erin Vang’s website]

Excel based Sales Dashboard by Esteban (Option 10)

Excel based Sales Dashboard by Esteban
larger version
My Comments:

  • Very good placement of charts – uses the natural positions of regions (north, east, south and west)
  • Cleve use of incell charts (using REPT formula)
  • Dynamic dashboard – user can select one of the products.
Download Source Files: Link 1 | Link 2

Excel based Sales Dashboard by Hernan (Option 11)

Excel based Sales Dashboard by Hernan
larger version
My Comments:

  • Clear layout with charts at yearly level and qtrly level. Fewer colors and easy to read.
  • Includes headlines (key messages) by sales person. Very useful to understand the performance of sales persons.
  • Provides analysis only from sales person point of view.
Download Source Files: Link 1

Excel based Sales Dashboard by Karimmo (Option 12)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Shows overall distribution along with chart for selected option. Easy to compare how the selection is doing wrt others.
  • Could use some more charts.
Download Source Files: Link 1 | Link 2 | Link 3

Excel based Sales Dashboard by Karimmo (Option 13)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Has additional filtering options.
  • Could use some more charts.
Download Source Files: Link 1 | Link 2 | Link 3

Excel based Sales Dashboard by Karimmo (Option 14)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Has additional filtering options.
  • Could use some more charts.
Download Source Files: Link 1

Excel based Sales Dashboard by Karimmo (Option 15)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Has additional filtering options and shows additional charts on demand. Provides instant comparison of selected option against other data.
  • Very cleaver use of form controls.
Download Source Files: Link 1 | Link 2 | Link 3

Excel based Sales Dashboard by Karimmo (Option 16)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Has additional filtering options and shows additional charts on demand. Provides instant comparison of selected option against other data.
  • Very cleaver use of form controls.
Download Source Files: Link 1

Excel based Sales Dashboard by Leandro (Option 17)

Excel based Sales Dashboard by Leandro
larger version
My Comments:

  • Very good use of pivot charts to make dynamic chart
  • One chart to rule them all.
  • Could use some variety and trickery.
Download Source Files: Link 1 [Leandro on twitter]

Excel based Sales Dashboard by Lee (Option 18)

Excel based Sales Dashboard by Lee
larger version
My Comments:

  • Simple and intuitive dashboard design. Fewer colors and better formatting. Very easy to read.
  • Includes average lines to provide instant comparison.
  • Could include some messages so that it is easy to scan the report to establish them.
Download Source Files: Link 1

Excelcius based Sales Dashboard by Mahesh (Option 19)

Excelcius based Sales Dashboard by Mahesh
larger version
My Comments:

  • Uses Excelcius to show chart by selected options.
  • Simple chart options, easy to read and understand.
  • Could use some more charts.
Download Source Files: Link 1

Excel based Sales Dashboard by Mahesh (Option 20)

Excel based Sales Dashboard by Mahesh
larger version
My Comments:

  • Uses Excel to show chart by selected options.
  • Simple chart options, easy to read and understand.
  • Could use some more charts.
Download Source Files: Link 1

Excel based Sales Dashboard by Mahesh (Option 21)

Excel based Sales Dashboard by Mahesh
larger version
My Comments:

  • Dynamic dashboard with ability to select a sales person to see their performance.
  • Uses combo charts to show sales along with growth rates.
  • Could use better formatting and chart choices
Download Source Files: Link 1

Excel based Sales Dashboard by Martin (Option 22)

Excel based Sales Dashboard by Martin
larger version
My Comments:

  • Simple design with dynamic charts. Very good use of form controls and pivot charts to show data based on user selection.
  • Very easily provides analysis on how sales person are doing in regions etc.
  • Could include some messages.
Download Source Files: Link 1

Excel based Sales Dashboard by Matt Cloves (Option 23)

Excel based Sales Dashboard by Matt Cloves
larger version
My Comments:

  • Clever use of form controls. Very elegant design with clear colors and fewer charts.
  • Good implementation of panel charts with ability to rotate so that comparison is easy.
  • Focus on analysis from sales person point of view with overall trends and key messages. Very good design.
Download Source Files: Link 1

Excel based Sales Dashboard by Miguel (Option 24)

Excel based Sales Dashboard by Miguel
larger version
My Comments:

  • Very intricate design with ability to select date ranges, dynamic filters and powerful drill-down of data.
  • Tables show performance of sales persons clearly while key KPIs are highlighted.
  • Fewer colors and charts. Easy to read and compare without loosing attention.
Download Source Files: Link 1

Excel based Sales Dashboard by Nick (Option 25)

Excel based Sales Dashboard by Nick
larger version
My Comments:

  • Cleaver use of pivot tables and pivot charts.
  • Relies on excel pivot features to provide required dynamic filtering of data.
  • Pivot charts can be cluttered when all filters are reset.
Download Source Files: Link 1

Project Management Dashboards (recommended product)

Project Management Templates for Excel
My Comments:

  • Using My Excel Project Management Templates you can make dynamic project status dashboards from your data in few minutes.
  • These templates make you better at project management and reporting.

Excel based Sales Dashboard by Pawel (Option 26)

Excel based Sales Dashboard by Pawel
larger version
My Comments:

  • Fewer colors and charts, elegant design with ability to filter based on region, product or customer. Also has the ability to select a date range to generate charts.
  • Answers 2 key questions: (1) how are sales persons doing based on selected criteria (2) How are sales persons doing for the entire timeframe on selected criteria.
  • Could include some messages.
Download Source Files: Link 1

Excel based Sales Dashboard by Pompadour (Option 27)

Excel based Sales Dashboard by Pompadour
larger version
My Comments:

  • Only 2 colors and just one chart type (lines on a panel chart).
  • Provides comparison by region, product and customer type very easily.
  • Could include some messages.
Download Source Files: Link 1 [Pompadour’s website]

Excel based Sales Dashboard by Stephane (Option 28)

Excel based Sales Dashboard by Stephane
larger version
My Comments:

  • Dynamic dashboard with ability to select region, customer and product.
  • Uses tables and conditional formatting provide key data. Includes derived metrics like qtrly performance, comparison with previous year etc.
  • Has only one chart to show overall sales person trend for the selected options.
Download Source Files: Link 1 | Link 2 [Stephane’s website]

Flot-Jquery-Ajax based Sales Dashboard by Steven Ng (Option 29)

Flot-Jquery-Ajax based Sales Dashboard by Steven Ng
larger version
My Comments:

  • Uses AJAX and Flot to generate the dashboard. Fewer objects and colors, so very easy to understand.
  • Includes key messages (like rankings of regions, products etc. totals)
  • Includes a dynamic chart to select sales person, region, product and customer. Also compares the selection against baseline (total sales by month etc.)
Download Source Files: Link 1 | Link 2 | Link 3 | Link 4 [Steven Ng’s website]

Excel based Sales Dashboard by Tessaes (Option 30)

Excel based Sales Dashboard by Tessaes
larger version
My Comments:

  • Fewer colors (just 2) and clever use of line charts. Includes key messages and data tables to compare values against each other.
  • Dynamic chart to show the performance of selected dimension by various filters like region, sales person, product or customer.
  • The top and bottom performers table is very interesting. Cleaver design with attention grabbing colors.
Download Source Files: Link 1 | Link 2

Tableau based Sales Dashboard by Edouard (Option 31)

Tableau based Sales Dashboard by Edouard
larger version
My Comments:

  • Uses Tableau to generate a sales dashboard (requires tableau reader if you want to view this)
  • Includes filters to choose date range, products, customers, regions and sales person. Includes several heatmaps to compare values instantly.
  • Some charts can be improved (for eg. Growth by sales person has year 2008 with blanks, this is not required) Also heatmaps take sometime to understand.
Download Source Files: Link 1

Excel based Sales Dashboard by Faseeh (Option 32)

Excel based Sales Dashboard by Faseeh
larger version
My Comments:

  • Uses excel pivot charts to show product, customer type and region-wise sales by sales person.
  • Reader can easily filter values wanted using pivot features.
  • Could use some more charts and messages.
Download Source Files: Link 1

Excel Dashboard Toolkit (recommended product)

Excel Dashboard Kit
My Comments:

  • Using Charley’s Excel Dashboard kit you can quickly and easily make excel dashboards from your data.
  • I have personally tested and used this product and I find it extremely simple to use and can boost your productivity.

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