This solution extends the functionality of the product ConceptDraw PRO v9.4.
The Sales Dashboard contains a set of templates designed to visualize the performance of a sales department. This solution includes a library with pre-designed objects for composing your own sale dashboard.
The Sales Dashboard Solution supports MS Excel multipage spreadsheets as data source for all indicators.
*Sales Dashboard solution is compatible with ConceptDraw PRO version 9.4.1 or later.
The Sales Dashboard samples and templates below were drawn using ConceptDraw PRO. The Sales Dashboard solution can be found in the ConceptDraw Solution Park.
All source documents are vector graphic documents. They are available for viewing and modifying, and can be converted to a variety of available formats (PDF file, PowerPoint Presentation, image, or MS Visio XML) in ConceptDraw PRO v9.
You can download sample data sources for all dashboards to see how changes made to data affect dashboard appearance.
Example 1: Sales KPIs Dashboard
This sample was created in ConceptDraw PRO using the Sales Dashboard solution. The sample clearly demonstrates the Solution's capabilities and the results that you can expect. All of the charts on this page update automatically when the data source changes.
This sample indicates sale group effectiveness by different parameters, such as Revenue per Sale, Cost per Sale, Profit per Sale, Customer Satisfaction, Cost per Lead and Revenue per Lead.
Example 2: Sales Geographically Dashboard
This sample, created in ConceptDraw PRO using the Sales Dashboard solution, demonstrates the solution's capabilities and the results you can expect to achieve using this solution. All the charts on this page update automatically when the data source changes.
This dashboard demonstrates how sales are distributed by geography. The map presentation of sales data is a great way to see how each territory is performing with just a glance.
Example 3: Sales Revenue Dashboard
This sample, created in ConceptDraw PRO using the Sales Dashboard solution, demonstrates the solution's capabilities and the results you can achieve using this solution. All the charts on this page update automatically when the data source changes.
This dashboard shows how key performance parameters such as revenue, profit, product's revenue and product's profit change in time.
What I Need to Get Started
ConceptDraw PRO v 9.4.1 or later and the “Sales Dashboard” solution, found in the Business Productivity area of ConceptDraw Solution Park, are all you need to get started. Make sure both are installed on your computer.
How to install
Download and install ConceptDraw Solution Browser and ConceptDraw PRO. Next, install the “Sales Dashboard” solution using Solution Browser.