RETAIL KPI DASHBOARD TEMPLATE EXCEL

Stock Per Month Stock Breakdown

9,000
26%
29%
8,000

7,000

6,000

5,000

4,000

3,000 8%
8%
2,000

1,000

0
JAN FEB MAR APR MAY JUN 29%

ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5

Delivery Scope Win / Loss

100%
90%
7.0
80%
EXISTING

3.0 70%
60%
50%
40%
10.0 30%
20%
NEW

8.2
10%
0%
0.0 2.0 4.0 6.0 8.0 10.0 12.0 14.0 ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5

GOAL DAYS WIN LOSS

Units Sold / Representative Total Units Sold Per Quarter

8,000

7,000

6,000 Q2 21,435

5,000

4,000

3,000

2,000
Q1 18,567
1,000

0
REP 1 REP 2 REP 3 REP 4 REP 5

Q1 Q2 17,000 17,500 18,000 18,500 19,000 19,500 20,000 20,500 21,000 21,500 22,000
 INVENTORY

PRODUCT NAME JAN FEB MAR APR MAY JUN TOTAL

ITEM 1 500 2,447 2,465 2,350 1,628 965 10,355

ITEM 2 191 320 931 458 628 555 3,083
ITEM 3 2,100 1,800 999 2,150 1,952 2,722 11,723
ITEM 4 294 586 606 994 390 426 3,296
ITEM 5 2,347 466 2,323 2,559 2,822 836 11,353

INVENTORY BREAKDOWN DELIVERY SCOPE

ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ALL NEW EXISTING

ANNUAL STOCK 10,355 3,083 11,723 3,296 11,353 39,810 DAYS 8.2 3.0
PERCENTAGE 26% 8% 29% 8% 29% 100% GOAL 10.0 7.0

WIN / LOSS

ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ALL

WIN 73% 75% 91% 85% 89% 52%
LOSS 27% 25% 9% 15% 11% 11%

UNITS SOLD BY REPRESENTATIVES UNITS SOLD PER QUARTER

SALES REP Q1 Q2 Q1 Q2

REP 1 5,384 4,943 18,567 21,435

REP 2 1,442 1,641
REP 3 5,019 6,824
REP 4 1,586 1,810
REP 5 5,136 6,217
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