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Dynamic Dashboard Illustration
ReportsInputs
Dynamic DashboardDataCH1 - Salesperon analysisCH6 DataCH2 -
Product range analysisInputsCH3 - Product ranage analysis
(trend)CH4 - Salesperson analysis (trend)CH5 - Sales & expenses
analysisHelpCH6 - Product reportHelpSheetCH7 - Competitor
analysisCH8 - Executive summary
Lloyds Banking Group - For Internal Use Only&P of &N
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Dynamic DashboardFlexible Dashboard IllustrationChart location
DriversChart1:Top LeftChart 5:Top RightChart 2:Middle LeftChart
6:Middle RightChart 3:Bottom LeftChart 7:Bottom RightChart
4:ViewChart 8:Hide
Clarity Consultancy Services
Executive dashboard illustration - December 2009Chart Location
matrixTopLeftTop Left30080Middle Left53080Bottom Left75080Top
Right300380Middle Right530380Bottom
Right750380View10380Hide101000
Help
CH1Salesperson analysisKPI for Product C - YTDProduct
Group:Product CMonth:YTDKPI:KPI_1SalespersonProduct &
PeriodProduct & YTDAll Products & PeriodAll Products &
YTDSalesperson 13730.03730.01,52320%Salesperson
23620.03620.01,44519%Salesperson 35040.05040.01,48320%Salesperson
45450.05450.01,61021%Salesperson 53880.03880.01,50820%
Total2,1720.02,1720.07,569
Help
CH2Product Range analysisTotal GP for All Salespeople -
YTDSalesperson:All
SalespeopleMonth:YTDKPI:Total_GPProductSalesperson &
PeriodSalesperson & YTDAll Salespersons & PeriodAll
Salespersons & YTDProduct A67,1400.00.00.067,14035%Product
B60,9300.00.00.060,93032%Product C22,4400.00.00.022,44012%Product
D39,7000.00.00.039,70021%
Total190,2100.00.00.0190,210
Help
CH3Product Range analysisKPI trend for Salesperson
1Salesperson:Salesperson
1KPI:KPI_1ProductApr-09May-09Jun-09Jul-09Product A50329521Product
B45607550Product C65453297Product D6524050
Product A220261282231Product B257278315190Product
C351199327214Product D152116320140
ProductApr-09May-09Jun-09Jul-09Product A50329521Product
B45607550Product C65453297Product D6524050
Help
CH4Salesperson analysisKPI trend for Product AProduct:Product
AKPI:KPI_1SalespersonApr-09May-09Jun-09Jul-09Salesperson
150329521Salesperson 240522520Salesperson 350546380Salesperson
460584490Salesperson 520655520
Salesperson 1225139242218Salesperson 210014021491Salesperson
3220155237192Salesperson 4240252291182Salesperson 519516826092
SalespersonApr-09May-09Jun-09Jul-09Salesperson
150329521Salesperson 240522520Salesperson 350546380Salesperson
460584490Salesperson 520655520
Help
CH512345678910111213141516171819202019181716151413121110987654321Sales
AnalysisSales & Expenses analysisSales and expenses remain
within tolerance
levelsRAScaleBudgetActual1003004003503105151816Sales
'000|||||0100200300400Expenses Analysis (Reversed RAG)
GAScaleBudgetActual10020030010011071377Expenses
'000|||||075150225300
Lloyds Banking Group - For Internal Use Only&P of &N
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CH6
Product reportProduct 19 has the highest turnover
ProductSalesCOSKPI 2KPI 3Sales TrendProduct
1625015587.514.25+Product 172601609115+Product
18270+200+94.5+10.5Product 19280+205+98+11.25Product
20100-20-35-12Product 211108538.53.75-Product 2212090424.5
+KPI > 90%-percentile-KPI <
10%-percentileWorkings:Validation
ListScrollingSalesMin:16COSMax51Gross ProfitKPI 1PercentilesKPI
2Green:0.90KPI 3Red:0.10ContnSales Trend
Lloyds Banking Group - For Internal Use Only&P of &N
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CH7Competitor Analysis by ProductSelect Product:Product
51Commentary:We remain in market leader positionSelect competitors
to include:
Competitor analysis for Product 5We remain in market leader
position
Competitor analysis for Product 5We remain in market leader
positionSalesOur SalesComp 1Comp 2Comp 3Comp 4Comp 5Comp 6Comp
7Comp 8Comp 9Comp 10Product
15004005002004003005004005002004004300Product
26006006006505503006006006006505506300Product
32002501503502503501502501503502502700Product
44004503505006005003504503505006005050Product
510009006005007506006009006005007507700
4Data for chartOur SalesComp 4Comp 5Comp 6OtherProduct
510007506006004750
Lloyds Banking Group - For Internal Use Only&P of &N
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CH8Executive SummaryExecutive Summary
Area for entry of executive summary commentary.
For example - Sales and Expenses within tolerance.
Product Range A represents 35% of total sales.
Product 19 remains our best selling product.
Sales Person 3 is our leading salesperson.
Help
DataMonthProductSalespersonUnit CostUnit SPUnit
ProfitCountKPI_1Total salesTotal GPJan-09Product ASalesperson
120503020501000600Jan-09Product ASalesperson
2205030602030001800Jan-09Product ASalesperson
32050301006050003000Jan-09Product ASalesperson
4205030804040002400Jan-09Product ASalesperson
5205030605030001800Jan-09Product BSalesperson
150803030602400900Jan-09Product BSalesperson
2508030708056002100Jan-09Product BSalesperson
3508030702356002100Jan-09Product BSalesperson
4508030605648001800Jan-09Product BSalesperson
5508030709856002100Jan-09Product CSalesperson
160701050303500500Jan-09Product CSalesperson
2607010801005600800Jan-09Product CSalesperson
360701011020077001100Jan-09Product CSalesperson
4607010401502800400Jan-09Product CSalesperson
560701080905600800Jan-09Product DSalesperson
110302020100600400Jan-09Product DSalesperson
21030205020015001000Jan-09Product DSalesperson
310302010510031502100Jan-09Product DSalesperson
4103020805024001600Jan-09Product DSalesperson
5103020909027001800Feb-09Product ASalesperson
120503030601500900Feb-09Product ASalesperson
2205030602030001800Feb-09Product ASalesperson
3205030905045002700Feb-09Product ASalesperson
420503060430001800Feb-09Product ASalesperson
5205030505025001500Feb-09Product BSalesperson
150803020651600600Feb-09Product BSalesperson
2508030809864002400Feb-09Product BSalesperson
3508030803264002400Feb-09Product BSalesperson
4508030506540001500Feb-09Product BSalesperson
550803020451600600Feb-09Product CSalesperson
1607010301002100300Feb-09Product CSalesperson
260701090206300900Feb-09Product CSalesperson
36070101063074201060Feb-09Product CSalesperson
460701040602800400Feb-09Product CSalesperson
560701050503500500Feb-09Product DSalesperson
1103020506015001000Feb-09Product DSalesperson
21030201080300200Feb-09Product DSalesperson
3103020100430002000Feb-09Product DSalesperson
410302050515001000Feb-09Product DSalesperson
5103020606518001200Mar-09Product ASalesperson
1205030606030001800Mar-09Product ASalesperson
2205030409020001200Mar-09Product ASalesperson
32050301205060003600Mar-09Product ASalesperson
4205030804040002400Mar-09Product ASalesperson
520503030601500900Mar-09Product BSalesperson
150803020781600600Mar-09Product BSalesperson
2508030509840001500Mar-09Product BSalesperson
3508030806564002400Mar-09Product BSalesperson
4508030603248001800Mar-09Product BSalesperson
5508030406532001200Mar-09Product CSalesperson
1607010104700100Mar-09Product CSalesperson
260701060904200600Mar-09Product CSalesperson
36070101106077001100Mar-09Product CSalesperson
460701040652800400Mar-09Product CSalesperson
560701050323500500Mar-09Product DSalesperson
11030203032900600Mar-09Product DSalesperson
210302090427001800Mar-09Product DSalesperson
3103020115534502300Mar-09Product DSalesperson
4103020507815001000Mar-09Product DSalesperson
5103020609818001200Apr-09Product ASalesperson
1205030555027501650Apr-09Product ASalesperson
2205030704035002100Apr-09Product ASalesperson
32050301205060003600Apr-09Product ASalesperson
4205030896044502670Apr-09Product ASalesperson
520503020201000600Apr-09Product BSalesperson
1508030664552801980Apr-09Product BSalesperson
2508030501240001500Apr-09Product BSalesperson
3508030909072002700Apr-09Product BSalesperson
4508030745059202220Apr-09Product BSalesperson
5508030406032001200Apr-09Product CSalesperson
160701088656160880Apr-09Product CSalesperson
260701060454200600Apr-09Product CSalesperson
360701016078112001600Apr-09Product CSalesperson
460701056983920560Apr-09Product CSalesperson
560701030652100300Apr-09Product DSalesperson
1103020556516501100Apr-09Product DSalesperson
21030204431320880Apr-09Product DSalesperson
3103020150245003000Apr-09Product DSalesperson
4103020523215601040Apr-09Product DSalesperson
51030202050600400May-09Product ASalesperson
1205030603230001800May-09Product ASalesperson
2205030705235002100May-09Product ASalesperson
32050301005450003000May-09Product ASalesperson
4205030355817501050May-09Product ASalesperson
52050301065500300May-09Product BSalesperson
150803020601600600May-09Product BSalesperson
2508030805664002400May-09Product BSalesperson
3508030906572002700May-09Product BSalesperson
4508030988978402940May-09Product BSalesperson
55080302081600600May-09Product CSalesperson
160701030452100300May-09Product CSalesperson
260701090126300900May-09Product CSalesperson
36070101303291001300May-09Product CSalesperson
460701065454550650May-09Product CSalesperson
560701050653500500May-09Product DSalesperson
1103020102300200May-09Product DSalesperson
2103020602018001200May-09Product DSalesperson
3103020140442002800May-09Product DSalesperson
410302045601350900May-09Product DSalesperson
51030203030900600Jun-09Product ASalesperson
1205030409520001200Jun-09Product ASalesperson
2205030652532501950Jun-09Product ASalesperson
32050301006350003000Jun-09Product ASalesperson
4205030754437502250Jun-09Product ASalesperson
5205030405520001200Jun-09Product BSalesperson
1508030507540001500Jun-09Product BSalesperson
2508030785062402340Jun-09Product BSalesperson
3508030986078402940Jun-09Product BSalesperson
4508030857068002550Jun-09Product BSalesperson
550803020601600600Jun-09Product CSalesperson
160701060324200600Jun-09Product CSalesperson
260701040892800400Jun-09Product CSalesperson
360701065544550650Jun-09Product CSalesperson
460701095876650950Jun-09Product CSalesperson
560701030652100300Jun-09Product DSalesperson
11030202040600400Jun-09Product DSalesperson
2103020505015001000Jun-09Product DSalesperson
3103020506015001000Jun-09Product DSalesperson
4103020549016201080Jun-09Product DSalesperson
51030202080600400Jul-09Product ASalesperson
1205030902145002700Jul-09Product ASalesperson
2205030802040002400Jul-09Product ASalesperson
3205030808040002400Jul-09Product ASalesperson
4205030899044502670Jul-09Product ASalesperson
52050301020500300Jul-09Product BSalesperson
150803020501600600Jul-09Product BSalesperson
2508030902072002700Jul-09Product BSalesperson
3508030903072002700Jul-09Product BSalesperson
4508030624049601860Jul-09Product BSalesperson
55080301050800300Jul-09Product CSalesperson
160701030972100300Jul-09Product CSalesperson
26070107465180740Jul-09Product CSalesperson
360701080505600800Jul-09Product CSalesperson
460701045403150450Jul-09Product CSalesperson
560701020211400200Jul-09Product DSalesperson
110302040501200800Jul-09Product DSalesperson
2103020604518001200Jul-09Product DSalesperson
310302040321200800Jul-09Product DSalesperson
4103020751222501500Jul-09Product DSalesperson 5103020101300200
Help
CH6 DataProductSalesP1COSP2Gross ProfitP3KPI 1P4KPI 2P5KPI
3P6ContnP7Sales TrendJan-09Feb-09Mar-09Apr-09May-09Jun-09Product
1100-80-20-5-35-3-12-4568910Product
21108525-5.538.53.75-13222113Product 312090306424.514555556Product
413095356.545.55.2514456543Product 514010040749615235886Product
6150105457.552.56.7516113346Product 7160110508567.5172468108Product
8170115558.559.58.2517123456Product 918012060963918456789Product
10190125659.566.59.7519897542Product
1120013070107010.520101010101010Product
122101357510.573.511.2520222113Product
132201408011771221555556Product
142301458511.580.512.7522456543Product
1524015090128413.523235886Product
1625015595+12.587.514.25+23113346Product
17260160100+139115+242468108Product
18270+200+7013.5+94.5+10.530+123456Product
19280+205+7514+98+11.2531+456789Product
20100-20-805-35-123-897542Product
211108525-5.538.53.75-134568910Product
2212090306424.514222113Product 2313095356.545.55.2514555556Product
2414010040749615456543Product 25150105457.552.56.7516235886Product
26160110508567.517113346Product
27170115558.559.58.25172468108Product 2818012060963918123456Product
29190125659.566.59.7519456789Product
3020013070107010.520897542Product
312101357510.573.511.25204568910Product
322201408011771221222113Product
332301458511.580.512.7522555556Product
3424015090128413.523456543Product
3525015595+12.587.514.25+23235886Product
36260160100+139115+24113346Product
37270+200+7013.5+94.5+10.530+2468108Product
38280+205+7514+98+11.2531+123456Product
39100-20-805-35-123-456789Product
401108525-5.538.53.75-13897542Product
4112090306424.5144568910Product 4213095356.545.55.2514222113Product
4314010040749615555556Product 44150105457.552.56.7516456543Product
45160110508567.517235886Product
46170115558.559.58.2517113346Product 47180120609639182468108Product
48190125659.566.59.7519123456Product
4920013070107010.520456789Product
502101357510.573.511.2520897542
Lloyds Banking Group - For Internal Use Only&P of &N
InputsRange
Name:Position_RangeSP_ListProd_ListPeriod_listKPI_NameProduct_LUPNone
- links to Dynamic Dashboard - where each cell has named
rangePeriod_list2Chart Location matrixTop LeftAll SalespeopleAll
ProductsYTDCountCount of salesCost PriceSales PriceGPTopLeftMiddle
LeftSalesperson 1Product AJan-09Total_salesTotal salesProduct
A205030Top Left30080Bottom LeftSalesperson 2Product
BFeb-09Total_GPTotal GPProduct B508030Middle Left53080Top
RightSalesperson 3Product CMar-09KPI_1KPIProduct C607010Bottom
Left75080Middle RightSalesperson 4Product DApr-09Product D103020Top
Right300380Bottom RightSalesperson 5May-09Middle
Right530380ViewJun-09Bottom
Right750380HideJul-09View10380Aug-09Hide101000Sep-09Oct-09Nov-09Dec-091
Help
HelpSheetHelp Front pageWelcome to the Dynamic Dashboard
Illustration from Clarity Consultancy Services.
The user notes are arranged by Tab. Either select a tab from the
drop down below or scroll through the notes using the next/previous
buttons.HomeThis is an area for quick navigation through the pages
in this
spreadsheet.----------------------------------------------------------------------Simply
click on the page that you wish to visit.Dynamic DashboardThe
Dynamic Dashboard allows the user to select the reports that they
would like to display and the location to put them
in.----------------------------------------------------------------------In
the chart location driver choose a chart and select the
location.
If you select Hide it will be placed outside of the print
area.
If you select View it will be placed at the top of the sheet for
you to view.
To view the source of the chart either click on the hyperlink
name or click on the chart itself.
If you need to change the position of the chart locations (i.e.
the position the macro puts them in) change the values in the
Inputs tab under "Chart Location Matrix".
CH1Salesperson Analysis - Pie
Chart----------------------------------------------------------------------A
simple pie chart by salesperson.
The user can select the product range, KPI type and the period
to be analysed.CH2Product Range Analysis - Pie
Chart----------------------------------------------------------------------A
simple pie chart by product range.
The user can select the salesperson, KPI type and the period to
be analysed.CH3Product Range Trend Analysis
----------------------------------------------------------------------A
simple line chart by product range.
The user can select the salesperson, KPI type and the start
period to be analysed.CH4Salesperson Trend Analysis
----------------------------------------------------------------------A
simple line chart by salesperson.
The user can select the product range, KPI type and the start
period to be analysed.CH5Sales & Expenses Bullet
Graphs----------------------------------------------------------------------Concept
courtesy of Chandoo.orgCH6Dynamic product
report----------------------------------------------------------------------Concept
courtesy of Chandoo.orgCH7Competitor
analysis----------------------------------------------------------------------Dynamic
report that allows the user to select the product, range of
competitors and the chart style.
Concepts courtesy of Chandoo.orgCH8Executive
Summary----------------------------------------------------------------------Simply
enter the text that you wish to display.DataBase sales
data----------------------------------------------------------------------
CH6DataBase data for Chart
6----------------------------------------------------------------------
InputsInputs----------------------------------------------------------------------Inputs
used for the model identified through named ranges.Help SheetInputs
for these user
notes----------------------------------------------------------------------Enter
the title in column A and the body into column B.
Lloyds Banking Group - For Internal Use Only&P of &N
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CreditsThis document is from chandoo.org