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Get Sales Dashboard Template
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How to fill out the Sales Dashboard Template online
The Sales Dashboard Template is an essential tool for tracking sales performance and analyzing key metrics. This guide will provide clear and concise instructions on how to fill out the template online accurately and efficiently.
Follow the steps to complete the Sales Dashboard Template online.
- Click the ‘Get Form’ button to obtain the Sales Dashboard Template and open it in your browser.
- In the 'Top Customers by Sales ($)' section, enter the customer IDs and corresponding sales figures in the designated fields for each customer.
- Proceed to the 'Top Representatives by Sales ($)' section. Identify the representative IDs and input their total sales amounts into the appropriate fields.
- Next, navigate to the 'Sales & Calls by Month' section. Here, you will record the monthly sales performance and call counts in the specified areas.
- In the 'Call Duration Distribution (count of calls)' section, fill in the counts for each duration category, ranging from 0-29 seconds to 150-180 seconds.
- Once all necessary data fields are filled out in the form, review the entries for accuracy.
- After reviewing the form, save your changes, and use the options to download, print, or share the completed Sales Dashboard Template.
Begin filling out the Sales Dashboard Template online today to streamline your sales tracking and analysis.
Dashboards need to communicate the most important information for the user, in a simple, easy to understand screen. They should be structured to reflect a logical information hierarchy, providing the user ways to drill down into the data when necessary. Above all, they should save the user time.
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