Sales & Marketing Executive Dashboard

Resource Overview

A dashboard to collect, analyze, and communicate KPIs and metrics for sales & marketing.


Related Resources

Your Problem

You need to define, track, and report on KPIs and metrics for sales & marketing. You are required to present a visual representation of your company´s KPIs to create a better understanding of the issues at hand. It is important that you communicate the result of your campaigns with key stakeholders. With this, you should be able to track results by month, semester or year, and should consider the prices, discounts and/or collateral.

Our Solution

We created the Sales & Marketing Executive Dashboard, which you can use to collect, analyze, and communicate key performance indicators and metrics for sales and marketing. Our template dashboard´s key areas include: Customers, Branding, Advertising, and Public Relations, Events and Tradeshows, Direct Marketing, Website and Online Marketing, Sales, Marketing Collateral, Channel Sales, and Pricing and Discounts.

With this Sales & Marketing Executive Dashboard, our template allows you to disregard suggestions that are not applicable and to work with the most relevant metrics for your business. After you have entered the data into the dashboard, our system will automatically generate graphs with information related to the above-mentioned sections. For background info, read our Executive Summary: Marketing Dashboard Best Practices

Key Benefits

  • increased credibility from defined metrics
  • more accountability for team members
  • support for budget approval
  • save 6 hours on formatting
  • provides a real-world example


Microsoft Excel Spreadsheet

Estimated Time Required: 6 Hours

Skills Required: Excel (Advanced)