Target vs achievement
At every level — company, region, territory and SR. You can see where everyone stands mid-month, not just at the end.
Sales dashboard setup
Who did what this month, which territory is behind, where receivables are piling up — if answering those three questions means reconciling a few Excel files every month, it is worth doing once properly. We start from the reports you already have.
Who it is for
- Companies with five or more SRs or territories
- Teams still tracking sales in Excel and reconciling by hand each month
- Anyone keeping dealer orders and receivables in separate places
What you get
Month-end projection
Where the month lands if the current pace holds. Knowing early leaves you a last week to do something about it.
Product mix
Which products are moving, which are sitting still, and which territory is leaving an opportunity on the table.
Receivables and collection
How many days each dealer is overdue, and where the risk is concentrating.
Built for a phone
Opens on a phone in the field. No separate app to install.
What I need from you
- Six to twelve months of sales data (Excel, or an export from your software)
- Your territory, SR and product lists
- Monthly targets
- Receivables data, if you want that on the dashboard too
How long it takes
Usually two to three weeks from the day the data arrives to a working first version, with one round of review in between.
Common questions
Which tool do you use?
Power BI or Google Looker Studio. Looker Studio needs no licence on your side, so it is often the better fit. Which one suits you is decided after looking at your data.
Our files are messy.
They usually are. Send them as they are — cleaning and reconciling the files is part of the job, not something you need to do first.
What does it cost?
It depends on your data and what you need, so the number comes after we look at it together. The first 30-minute call costs nothing and commits you to nothing.
Is our data safe?
Your data is used only for your dashboard — never in a demo, an example or anywhere else. The demo on this site runs entirely on invented data.
Shall we look at your data together?
The first 30 minutes are free, with no conditions. I will look at your current reports and tell you what is possible.
Book a free 30-minute call