Excel Dashboard for QuickBooks detail customer and item sales with trend analysis

“Excel Dashboard for QuickBooks is a vital sales analytical tool that will leave no questions unanswered. This tool will empower managers to analyze sales data in any customer / item combination possible. The tool includes interactive sales dashboards with vital data, ratios and graphs.

This tool is loaded with color coding indicators that will highlight for you highest and lowest values in each data set.

The dashboard will analyze monthly actual sales and compares it to budget.

It will calculate the trend and forecast for current and next year sales.

This dashboard is setup to analyze current year sales activities of a business. The only thing that you need to do is to download a report from QuickBooks. The dashboard is pre-set to pickup necessary information from the download.

Here is the list of dashboards included in the tool:

1. Summary dashboard will instantly tell you vital data about your business which includes but not limited to:



- Total sales analysis summary dashboard includes information as of what date sales are available; current year-to-date actual and budget sales with dollar and percentage variance; full year budget amount and the percentage of goal achieved;



- Monthly sales analysis summary dashboard includes current year top sales month name, sales and budget value, dollar and percentage variance; comparison to average monthly;

- Customer sales analysis summary dashboard includes current year best and worst performing customer name, year-to-date sales, full year budget, % of goal achieved, % contribution to total year-to-date sales, comparison to average customer sales;



- Item sales analysis summary dashboard includes current year best and worst selling product name, year-to-date sales, full year budget, % of goal achieved, % contribution to total year-to-date sales, comparison to average product sales;



- Historical performance analysis section compares historical data and Summary dashboard provides trend and forecast for current and next year.

Trend - shows corresponsing sales trend to the known sales values based on linear trend.

Forecast 1-predicts next month values using monthly % growth average.

Forecast 2-predicts month values using annual % growth average from same month of prior year.







2. Customer Dashboard lists all customers and calculates for each YTD sales, % contribution to total, average monthly sales, # of orders, average order amount, full year budget, % of goal achieved, monthly sales, and monthly averages.

Then right here, on the customer dashboard screen, you are able to view each customer sales for any selected item. For example, when you select “All” in the item selection drop-down list, customer dashboard analyzes customer sales for all items. However, you can view and analyze customers’ sales for only one selected item, for example.









3. Item Dashboard lists all products and calculates for each YTD sales, % contribution to total, average monthly sales, # of orders, average order amount, full year budget, % of goal achieved, monthly sales, and monthly averages.

Then, again, you are able to filter down and view each item sales and vital sales indicators for any selected customer.



4. Customer by Item Dashboard presents year-to-date sales analysis data in crosstab format and allows cross-referencing customer sales to 5 best selling items. The dashboard automatically picks up 5 best selling items and places them in order from highest to lowest sales on the dashboard.





5. Item by Customer Dashboard presents year-to-date sales analysis data in crosstab format and allows cross-referencing item sales to 5 top customers. The dashboard automatically picks up 5 top customers and put them in order from highest to lowest sales on the dashboard.



6. Monthly Sales Dashboard lists monthly sales, monthly % contribution to total, average monthly sales, # of orders, average order amount, budget, % of goal achieved for any customer / item combination possible.









You will be supplied with easy-to-follow instructions.