Build a Sales Management Dashboard with Excel

Initialize a dashboard worksheet and clean data by removing duplicates. Create named column ranges and use countifs to track estimates and accepted estimates.

Build the first dashboard table in excel, showing total vs accepted estimates, apply formatting, and use conditional formatting with icon sets to illustrate the acceptance rate.

Build a sales dashboard in excel to show each person's revenue by industry, using current year and accepted status, with remove duplicates, transpose, and formulas for totals.

Hide the parameter worksheet to safeguard your Excel sales dashboard, using the parameters tab and dashboard tab to toggle visibility and protect formulas while keeping a clean, secure view.

Use match and index in Excel to automatically display the name of the top performer by locating the max value and returning the corresponding name.

Build a sales management dashboard in excel by using pivot tables instead of formulas to count accepted vs not accepted estimates and compute a success rate.

Place the second table on the dashboard using a pivot table and formulas, arranging names by rows, dates by columns, and summing sales values.

Add a pivot chart to a pivot table by selecting fields to create a histogram-style visualization on the sales dashboard, then customize its design and a black background.