Hey there,
We have a basic project where we need assistance in creating a basic sales dashboard. We've already started the process, however, we feel that someone who is an expert in Google Sheets can get this done better than we can.
Common Questions:
A) How does the data come into Google Sheets? We will take care of this.
B) What do we need? A Single Dashboard created to show basic stats each month. We don't want complicated to start. Keep it simple and clean.
== Metrics need to be ==
1) Daily Sales % to Goal
Example: $10 out of $20 Goal = 50% to goal
2) Month to Date % to Goal
Example: 5 days into the month with a $20 daily goal is $100 cumulative goal on Day 5. On day 5 we are at $50 sold to the $100 MTD goal = 50% to MTD goal.
3) The difference from Monthly Goal.
Example: Day 5 we are at $50. Our monthly goal is $500. We have $450 remaining.
=== Charts (see current google sheet link below for what we've already started) ===
1) Line Graph Showing Active Days for the month only and our MTD progress vs goal.
Purpose: Showcase the visual trend of sales for that month.
2) Bar Chart Aggregate numbers by employee showing MTD sales numbers.
Purpose: Showcase performance of employees towards overall SINGLE goal.
3) Bar Chart Aggregate numbers by Department showing each departments MTD sales numbers
Purpose: Showcase performance of departments towards overall SINGLE goal.
=== Dashboard Filter ===
1) Filter by Month (overall)
=== Requirements ===
1) MTD goal numbers need to reset on the 1st of the month to ensure accurate Monthly KPIs.
2) Needs to fit on a single 1080p TV/Screen
3) Needs to be easy to read and easy to use
We would like to get started on this ASAP.
About the recuiterMember since Mar 14, 2020 Yusuf Jepara
from Trenciansky, Slovakia