I'm seeking a proficient Excel expert to design a comprehensive dashboard for our company's sales metrics. The dashboard will play a key role in helping us understand and monitor the performance of our sales and make informed business decisions.
Key Requirements:
Metrics: The dashboard will need to track approx 18 metrics/KPI's including...
- Total sales revenue vs target
- Divisional rales revenue vs target
- Number of units sold vs targets
- Conversion rate by # & $
- Pipeline Size
- Salesperson activity (meetings & calls) vs target
- Average opportunity $
- Number of new opportunities vs target
- Average pipeline duration/velocity
- Lost to competition %
- Large vs Small Opportunity's in pipeline %
- Updates: The dashboard should be updated on a weekly basis to ensure we have accurate and recent data to base our decisions on.
- Visualizations: To make this data more digestible and insightful, I'd like to include visualizations for the metrics.
- I have the data arranged in excel tabs... want to add a dashboard tab to the workbook to display all this. At this stage the data is updated manually each week. There are two green tabs which list the data that needs to be displayed. The two orange tabs have calculators which provide some of the data for the green tabs.
Ideally, you have:
- Proficiency in Excel
- Experience in creating dynamic professional dashboards
- Ability to translate raw data into insightful and practical, easy to understand visualizations
- Strong communication skills to ensure the dashboard is tailored to our needs
Looking forward to working with a professional who can help us with this project.