Sales Dashboard

Term “sales” is known to be an activity related to the process of selling. It may be also referred to the number of services or goods that are sold in a given time period. Any seller may be also the provider of either services or goods, or both. Completing some sale in response to an acquisition, requisition, appropriation or some kind of direct interaction with the buyer at the point of sale is a part of any marketing processes.

The seller usually executes the sale that may be completed prior to the obligation of the process of payment. Once the indirect interaction takes place, a person who sells services or goods on behalf of the owner is called a “salesman” or “saleswoman”, or simply “salesperson” which might refer to someone selling goods in a shop or store. Last-mentioned is known to be also having such names as “salesclerk”, “shop assistant” or a “retail clerk”.

Any salesman is expected to know the order of such processes, mentioning a passing of title of the selling item and setting a price for it. Being involved in either marketing or sales processes, such drawings as a sales dashboard or a marketing one may be created in the ConceptDraw PRO diagramming and drawing software.

The Sales Dashboard solution can be used additionally to the basic tools of the ConceptDraw PRO application. It contains a set of the pre-made templates that were designed in order to visualize the needed performance of some sales department. Including a stencil library with many pre-designed objects, this solution may be used for composing any needed sale dashboard.

The Sales Dashboard Solution supports MS Excel multipage spreadsheets as data source for all indicators.

The Sales Dashboard Solution can be used by all the ConceptDraw PRO users, including the sales managers, marketing managers, salesmen, saleswomen, shop assistants, retail clerks, salesclerks and other sales-related people.


There are 2 libraries containing 39 indicators in the Sales Dashboard solution.

Design Elements — Sales Dashboard

Design Elements — Sales Dashboard

Design Elements — Sales KPI's and Metrics

Design Elements — Sales KPI's and Metrics

Examples

There are a few samples that you see on this page which were created in the ConceptDraw PRO application by using the Sales Dashboard solution. Some of the solution's capabilities as well as the professional results which you can achieve are all demonstrated here on this page.

All source documents are vector graphic documents which are always available for modifying, reviewing and/or converting to many different formats, such as MS PowerPoint, PDF file, MS Visio, and many other graphic ones from the ConceptDraw Solution Park or ConceptDraw STORE. The Sales Dashboard solution is available to all ConceptDraw PRO users to get installed and used while working in the ConceptDraw PRO diagramming and drawing software.

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.

Sales KPIs Dashboard

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.

Sales Geographically Dashboard

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.

Sales Revenue Dashboard

Example 4: Sales Performance Dashboard

This sample, created in ConceptDraw PRO using the Sales Dashboard Solution, demonstrates the solution's capabilities and the results you can expect using this solution. All the charts on this page update automatically when the data source changes.

This Sales Dashboard includes 5 different graphs which reflect a picture of the effectiveness of an organization’s activities. This dashboard can be used for many different types of reports or documents. It’s very useful and convenient to see the graphs side by side with equal units of measurement for comparison. Each bar of the graph is color-coded to enhance visualization.

Sales Performance Dashboard

Example 5: Sales Manager Dashboard

This sample was created in ConceptDraw PRO using the Sales Dashboard Solution. This sample clearly demonstrates the Solution's capabilities and the results that you can achieve. All the charts on this page update automatically when the data source changes.

This sales dashboard visually displays company performance using different graphs. The comparison of measured and expected values are displayed on a separate graph. It's very convenient to track the purchases in the different regions using the pie chart. You can also see the graph of weekly sales, which can be easily modified to show monthly or daily sales, if needed.

Sales Manager Dashboard

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Inside

Sales Dashboard Solution for macOS X

Sales Dashboard Solution for Microsoft Windows

What I Need to Get Started

Both ConceptDraw PRO diagramming and drawing software and the Sales Dashboard solution can help creating the marketing and sales communication diagrams you need. The Sales Dashboard solution can be found in the Marketing area of ConceptDraw STORE application that can be downloaded from this site. Make sure that both ConceptDraw PRO and ConceptDraw STORE applications are installed on your computer before you get started.

How to install

After ConceptDraw STORE and ConceptDraw PRO are downloaded and installed, you can install the Sales Dashboard solution from the ConceptDraw STORE.

Sales Dashboard Solution - Install

Start Using

To make sure that you are doing it all right, use the pre-designed symbols from the stencil libraries from the solution to make your drawings look smart and professional. Also, the pre-made examples from this solution can be used as drafts so your own drawings can be based on them. Using the samples, you can always change their structures, colors and data.

Sales Dashboard Solution - Start Using

How to Design Your Sales Dashboard