B2B Business Sales KPI Dashboard (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a structured framework for tracking and analyzing B2B sales, profit, customer, and geographic performance in one centralized dashboard.
2. Enables automated monitoring of key sales KPIs, monthly trends, and country-level performance to support faster, data-driven decision-making.
3. Delivers a clear, executive-ready reporting structure for forecasting, performance management, and strategic planning across the entire business.

B2B EXCEL DESCRIPTION

This product (B2B Business Sales KPI Dashboard) is an Excel template (XLSX), which you can download immediately upon purchase.

Curated by McKinsey-trained Executives

B2B Business Sales KPI Dashboard – Automated Sales, Profit & Customer Performance Reporting

The B2B Business Sales KPI Dashboard is a powerful, fully automated sales performance reporting solution designed for companies that need accurate, fast, and scalable B2B sales analytics. This Business Sales Dashboard delivers a complete, data-driven view of sales, profit, customers, monthly performance, and sales by country in one structured and easy-to-use reporting template.

Built for B2B management teams, sales leaders, finance teams, and executives, this Sales KPI Dashboard eliminates manual reporting and fragmented spreadsheets by consolidating all critical commercial KPIs into a single, professional workbook. The result: clear insights, faster decisions, and improved revenue performance.


Automated B2B Sales KPI Tracking

This Sales KPI Dashboard for B2B businesses tracks all essential Sales KPIs in Millions USD, including:
•  Total Sales
•  Product Sales vs. Service Sales
•  New Business Revenue
•  Renewal Revenue
Each sales KPI includes Actuals, Targets, Percentage Completion, and Remaining Values, allowing teams to instantly measure performance against goals and identify revenue gaps.


Profit KPI Dashboard for Financial Performance

The dashboard includes a complete Profit KPI section, covering:
•  Net Profit
•  Gross Profit
•  Operating Profit
•  EBIT
•  EBITDA
With automated calculations and target comparisons, this Profit KPI Dashboard gives leadership a clear view of margins, profitability, and operational efficiency.


Customer KPI Dashboard for B2B Growth

Track customer performance with built-in Customer KPIs, including:
•  New Customers
•  Returning Customers
•  Churned Customers
•  Active Customers

This Customer KPI Dashboard supports customer acquisition, retention analysis, and churn monitoring, helping B2B companies drive sustainable growth.

Monthly Sales Performance Dashboard
The Sales by Month Dashboard displays:
•  Month-by-month sales figures
•  Month-over-Month (MoM) growth rates
•  Annual sales totals
This enables fast trend analysis, sales forecasting, and performance evaluation throughout the year.


Sales by Country Dashboard
Analyze geographic performance with a Sales by Country Dashboard covering 10 key markets. This section includes:
•  Country-level sales contributions
•  Year-over-Year growth comparisons
Perfect for international B2B sales teams that need clear visibility into regional performance.


Designed for B2B Reporting, Forecasting & Decision-Making

The B2B Business Sales KPI Dashboard is a ready-to-use sales reporting template built to support:
•  Executive management reporting
•  Weekly and monthly sales reviews
•  Forecasting and strategic planning
•  Fast data updates and flexible analysis

Whether used for executive presentations, performance meetings, or long-term planning, this B2B Sales Performance Dashboard provides a complete commercial overview in one place.


Why This B2B Sales KPI Dashboard?
•  Fully automated calculations
•  Structured B2B KPI framework
•  Clear, executive-ready reporting
•  Optimized for sales, profit, and customer analysis
•  Ideal for growing and enterprise-level B2B businesses

If you need a professional, scalable, and data-driven B2B Sales KPI Dashboard, this solution delivers everything required to track performance, improve profitability, and drive revenue growth.




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Source: Best Practices in B2B Excel: B2B Business Sales KPI Dashboard Excel (XLSX) Spreadsheet, SB Consulting