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// =============================================================================
// Example: Sales Dashboard
// Category: Spreadsheets
// Description: Sales metrics and KPI tracking dashboard
// Features: Multiple sheets, complex formulas, data aggregation
// Estimated time: Study example
// =============================================================================
@meta {
title: "Q3 2025 Sales Dashboard";
author: "Sales Operations";
date: "2025-10-15";
theme: corporate;
}
@sheet {
name: "Summary Dashboard";
cols: [Metric, Target, Actual, Variance, Percent];
// Headers
A1 = "Key Metrics";
B1 = "Q3 Target";
C1 = "Q3 Actual";
D1 = "Variance";
E1 = "% of Target";
// Revenue metrics
A3 = "Total Revenue";
B3 = 15000000;
C3 = 16250000;
D3 = =C3-B3;
E3 = =C3/B3*100;
A4 = "New Business";
B4 = 10000000;
C4 = 11200000;
D4 = =C4-B4;
E4 = =C4/B4*100;
A5 = "Expansion";
B5 = 5000000;
C5 = 5050000;
D5 = =C5-B5;
E5 = =C5/B5*100;
// Customer metrics
A7 = "New Customers";
B7 = 150;
C7 = 167;
D7 = =C7-B7;
E7 = =C7/B7*100;
A8 = "Total Customers";
B8 = 1200;
C8 = 1247;
D8 = =C8-B8;
E8 = =C8/B8*100;
A9 = "Churn Rate %";
B9 = 5;
C9 = 3.2;
D9 = =C9-B9;
E9 = =C9/B9*100;
// Activity metrics
A11 = "Deals Closed";
B11 = 200;
C11 = 234;
D11 = =C11-B11;
E11 = =C11/B11*100;
A12 = "Win Rate %";
B12 = 25;
C12 = 28;
D12 = =C12-B12;
E12 = =C12/B12*100;
A13 = "Avg Deal Size";
B13 = 75000;
C13 = 82500;
D13 = =C13-B13;
E13 = =C13/B13*100;
A14 = "Sales Cycle (days)";
B14 = 60;
C14 = 52;
D14 = =C14-B14;
E14 = =C14/B14*100;
}
@sheet {
name: "Monthly Performance";
cols: [Month, Revenue, Target, Variance, New_Customers, Churn];
A1 = "Month";
B1 = "Revenue";
C1 = "Target";
D1 = "Variance";
E1 = "New Customers";
F1 = "Churn %";
A2 = "July";
B2 = 5100000;
C2 = 5000000;
D2 = =B2-C2;
E2 = 52;
F2 = 3.5;
A3 = "August";
B3 = 5400000;
C3 = 5000000;
D3 = =B3-C3;
E3 = 58;
F3 = 3.2;
A4 = "September";
B4 = 5750000;
C4 = 5000000;
D4 = =B4-C4;
E4 = 57;
F4 = 2.9;
A6 = "Q3 Total";
B6 = =SUM(B2:B4);
C6 = =SUM(C2:C4);
D6 = =B6-C6;
E6 = =SUM(E2:E4);
F6 = =AVERAGE(F2:F4);
}
@sheet {
name: "Sales by Region";
cols: [Region, Q1, Q2, Q3, Total, Growth];
A1 = "Region";
B1 = "Q1 Revenue";
C1 = "Q2 Revenue";
D1 = "Q3 Revenue";
E1 = "YTD Total";
F1 = "Q3 Growth %";
A2 = "North America";
B2 = 4200000;
C2 = 4650000;
D2 = 5100000;
E2 = =B2+C2+D2;
F2 = =(D2-C2)/C2*100;
A3 = "EMEA";
B3 = 3100000;
C3 = 3450000;
D3 = 3850000;
E3 = =B3+C3+D3;
F3 = =(D3-C3)/C3*100;
A4 = "APAC";
B4 = 2400000;
C4 = 2700000;
D4 = 3100000;
E4 = =B4+C4+D4;
F4 = =(D4-C4)/C4*100;
A5 = "LATAM";
B5 = 1800000;
C5 = 2050000;
D5 = 2300000;
E5 = =B5+C5+D5;
F5 = =(D5-C5)/C5*100;
A7 = "Total";
B7 = =SUM(B2:B5);
C7 = =SUM(C2:C5);
D7 = =SUM(D2:D5);
E7 = =SUM(E2:E5);
F7 = =AVERAGE(F2:F5);
}
@sheet {
name: "Top Deals";
cols: [Company, Amount, Stage, Close_Date, Owner, Probability];
A1 = "Company Name";
B1 = "Deal Amount";
C1 = "Stage";
D1 = "Expected Close";
E1 = "Sales Rep";
F1 = "Win Probability";
A2 = "GlobalTech Inc";
B2 = 2100000;
C2 = "Negotiation";
D2 = "2025-10-30";
E2 = "Sarah Chen";
F2 = 80;
A3 = "MegaCorp Ltd";
B3 = 1850000;
C3 = "Proposal";
D3 = "2025-11-15";
E3 = "Michael Torres";
F3 = 65;
A4 = "TechStart Co";
B4 = 950000;
C4 = "Negotiation";
D4 = "2025-10-25";
E4 = "Sarah Chen";
F4 = 85;
A5 = "Enterprise Systems";
B5 = 750000;
C5 = "Closed Won";
D5 = "2025-09-28";
E5 = "David Kim";
F5 = 100;
A6 = "CloudFirst";
B6 = 680000;
C6 = "Discovery";
D6 = "2025-11-30";
E6 = "Lisa Rodriguez";
F6 = 40;
A7 = "DataCorp";
B7 = 625000;
C7 = "Proposal";
D7 = "2025-11-10";
E7 = "Michael Torres";
F7 = 60;
A8 = "Innovation Labs";
B8 = 580000;
C8 = "Negotiation";
D8 = "2025-10-20";
E8 = "David Kim";
F8 = 75;
A9 = "SmartTech Solutions";
B9 = 520000;
C9 = "Closed Won";
D9 = "2025-09-15";
E9 = "Sarah Chen";
F9 = 100;
A10 = "Future Systems";
B10 = 480000;
C10 = "Discovery";
D10 = "2025-12-15";
E10 = "Lisa Rodriguez";
F10 = 35;
A11 = "Quantum Corp";
B11 = 450000;
C11 = "Proposal";
D11 = "2025-11-05";
E11 = "Michael Torres";
F11 = 55;
A13 = "Total Pipeline";
B13 = =SUM(B2:B11);
F13 = =AVERAGE(F2:F11);
}
@sheet {
name: "Rep Performance";
cols: [Sales_Rep, Deals, Revenue, Target, Attainment, Avg_Deal];
A1 = "Sales Representative";
B1 = "Deals Closed";
C1 = "Revenue";
D1 = "Q3 Target";
E1 = "Attainment %";
F1 = "Avg Deal Size";
A2 = "Sarah Chen";
B2 = 68;
C2 = 4850000;
D2 = 4000000;
E2 = =C2/D2*100;
F2 = =C2/B2;
A3 = "Michael Torres";
B3 = 52;
C3 = 3920000;
D3 = 3500000;
E3 = =C3/D3*100;
F3 = =C3/B3;
A4 = "David Kim";
B4 = 61;
C4 = 3680000;
D4 = 3500000;
E4 = =C4/D4*100;
F4 = =C4/B4;
A5 = "Lisa Rodriguez";
B5 = 53;
C5 = 3800000;
D5 = 4000000;
E5 = =C5/D5*100;
F5 = =C5/B5;
A7 = "Team Total";
B7 = =SUM(B2:B5);
C7 = =SUM(C2:C5);
D7 = =SUM(D2:D5);
E7 = =C7/D7*100;
F7 = =AVERAGE(F2:F5);
}
@sheet {
name: "Product Mix";
cols: [Product, Units, Revenue, Percent_Total, Avg_Price];
A1 = "Product Line";
B1 = "Units Sold";
C1 = "Revenue";
D1 = "% of Total";
E1 = "Avg Price";
A2 = "Enterprise Suite";
B2 = 42;
C2 = 6300000;
D2 = 0;
E2 = =C2/B2;
A3 = "Professional Plan";
B3 = 156;
C3 = 4680000;
D3 = 0;
E3 = =C3/B3;
A4 = "Starter Pack";
B4 = 342;
C4 = 3420000;
D4 = 0;
E4 = =C4/B4;
A5 = "Add-ons";
B5 = 528;
C5 = 1850000;
D5 = 0;
E5 = =C5/B5;
A7 = "Total";
B7 = =SUM(B2:B5);
C7 = =SUM(C2:C5);
E7 = =C7/B7;
// Calculate percentages after total
D2 = =C2/$C$7*100;
D3 = =C3/$C$7*100;
D4 = =C4/$C$7*100;
D5 = =C5/$C$7*100;
D7 = 100;
}
@doc {
# Sales Dashboard Guide
This dashboard provides comprehensive Q3 2025 sales performance metrics.
## Sheets Overview
### 1. Summary Dashboard
Key metrics at a glance with target vs actual comparison.
**Green highlights**: Performance above target
**Red highlights**: Performance below target
### 2. Monthly Performance
Month-by-month breakdown of revenue and customer metrics.
**Key insight**: Consistent month-over-month growth in Q3.
### 3. Sales by Region
Geographic distribution of revenue across four regions.
**Top performer**: North America (35% of revenue)
**Fastest growth**: APAC (+15% QoQ)
### 4. Top Deals
Pipeline of major opportunities >$450K.
**Total pipeline**: $9.5M
**Weighted pipeline**: $6.1M (using probability)
### 5. Rep Performance
Individual sales rep metrics and quota attainment.
**Top performer**: Sarah Chen (121% attainment)
**Team average**: 108% attainment
### 6. Product Mix
Revenue distribution across product lines.
**Best seller**: Enterprise Suite (39% of revenue)
**Volume leader**: Add-ons (528 units)
## How to Use
1. **Weekly Review**: Check Summary Dashboard every Monday
2. **Monthly Close**: Review all sheets at month end
3. **Forecasting**: Use Top Deals Γ Probability for projections
4. **Planning**: Analyze Regional and Product Mix for strategy
## Formulas Explained
**Variance**: `=Actual - Target`
**Attainment %**: `=Actual / Target * 100`
**Growth %**: `=(Current - Previous) / Previous * 100`
**Average**: `=SUM(range) / COUNT(range)`
## Custom Views
Create pivot tables for additional analysis:
- Revenue by month by region
- Win rate by product
- Average sales cycle by deal size
- Commission calculations
## Refresh Schedule
- **Real-time**: CRM integration (hourly sync)
- **Daily**: Closed deals update at 6am
- **Weekly**: Pipeline review every Monday
- **Monthly**: Full reconciliation on 1st of month
}