Excel Dashboard for QuickBooks Item Sales Report

Excel Dashboard for QuickBooks Item Sales Report
Item# QB1003

Product Description

Works with QuickBooks reports exported to Excel.

Excel dashboard analysis with vital analytical data that provides visibility to critical business activities and provides a complete view of your companies’ sales activities with easy-to-read interface.

The dashboard will not only analyze the businesses total monthly performance, but will also give critical information about your products, including a special section analyzing the top 5 product sales.

This dashboard is setup to analyze current year sales activities of a business in total and by item. The only thing that you need to do is to export a report from QuickBooks to Excel. The dashboard is pre-set to pickup necessary information from the exported data.

Important! The excel dashboard not only analyses actual data from the download, but it also evaluates the data and makes a regression analysis to provide you with a monthly sales amount trend. It predicts future values along a linear trend based on existing values automatically.

The spreadsheet is also has a forecast worksheet that will allow you to develop a forecast and compare it to the actual data.

The dashboard includes:

1. Monthly activity comparison of current year sales, including:
- Monthly sale activity in dollars and units;
- Monthly sales contribution to total;
- Average unit price;
- Number of orders;
- Average quantity per order;
- Average order amount.
The analysis is pre-set to automatically highlight the highest and the lowest value type in a year. For example, it will highlight in green the highest monthly sales amount in a year and highlight in red the lowest sales amount in a year.

2. Monthly sales growth % of sales amount, sales quantity, average unit price, number of orders, average quantity per order, average order amount along with an interactive graph that combines all of the data to give you a snapshot of the % in growth differences.

3. Monthly Sales Analysis by Item includes:
- Number of items (products) sold in each month;
- Average sales amount per item in each month;
- Average sales quantity of item sold;
- Average number of orders of items;
- Data representation in Graphs;

4. Top Item of the Month Analysis gives you the name and critical information about the highest selling item of the month.

5. Top 5 Item Sales Analysis provides a Summary and Detail (monthly) Analysis of the companies top 5 selling items. The analysis compares their sales and other critical information to other items sales, to the total sales overall, and to the monthly average.

6. Item summary worksheet provides detailed data for all of your company’s products, including Return on Sales of each item.

7. Forecast worksheet to develop monthly sales forecast (or budget).

8. Forecast to actual comparison.

9. Regression analysis to estimate sales trend for the next 12 months.

The model is pre-set to analyze sales up to 1000 items.

You should see it to believe how easy it now will be to analyze your sales data.

ExcelIdea.com offers consulting services in creating custom solutions or upgrading your existing company spreadsheets. No request is too big or too small. Learn more .

My Blog