Dashboard Solutions Overview

100% crafted on Microsoft Excel.

Sales Report - Professional Insights: Reduce sales reporting time by 65%

Ideal for: Business that needs straightforward sales reporting and analysis

Data Import & Integration:

• Import from Excel or CSV files (ERP/SAP/Oracle/Netsuite)

• Scheduled updates via email attachment or cloud folder sync

Data Cleaning & Sorting:

• Basic segmentation by SKU & Top Customers

Key Performance Indicators (KPIs):

• Sales Revenue & Quantity Sold

• Average Selling Price & Sales Targets

Visualizations:

• Basic charts (bar, line, pie) & couple Tables

• Simple geographic heat maps (States/Countries)

Filters & Interactivity:

• Dynamic filters for top customers and periods

• Basic interactive dashboards

Performance Comparison:

• YTD & MTD sales comparisons

  Actual vs. either Last Year or Budget overview

User-Friendly Interface & Summaries:

• Easy navigation, customizable layout

• Simple Excel tab with summary

Software Free:

• 100% Excel-based, no additional software needed

Sales Report - Prenium Insights: Identify margin improvement opportunities

Extended Data Integration

• Import from multiple Excel/CSV sources

• Incorporate a Material Cost field for Margin calculations.

• Add an Orderbook input field.

Advanced Segmentation & KPIs:

• Sales Managers / Interco / SKU / Market breakdowns...

• Additional KPIs: Sales Target figures / Margin %

Advanced Visualizations & Interactivity:

• Charts, heat maps, and more sophisticated filters for breakdowns

• Interactive tables for deep-dive analytics and ranking

Forecasting & Orderbook:

• Predictive sales projections based on historical data

• Up-to-date orderbook integration via Excel/CSV files extract

Sales Bridges & Change Drivers:

• In-depth analysis of revenue drivers: Volume, Price, FX rates

• Multi-currency reporting with FX rate inputs for conversions

Advanced Performance & Scenario Analysis:

• YTD & MTD sales comparisons

• Actual vs. Last Year vs. Budget overview

Ideal for: Businesses seeking advanced insights and deeper analysis.

Sales Report - Enterprise Insights: Cut cross-site analysis from 3 days to 1 hour

Ideal for: Organization focused on growth and profitability, with the ability to summarize multiple sites or factories within common templates.

Cross Company Data Integration:

• Possibility to extend sales files for other sites

• Compilation in a consolidate file with currencies adjustments

Adds-on:

• Each additional site can be added for 750€ each (1 site = 1 file)

• Base offer include consolidate file for free

High-Performance Margin Compararaison:

• Tab featuring Margin % & Rankings by Customer/SKU

• Dynamic filters to maximize accessibility and analysis

High-Performance Visualizations & Interactivity:

• Same Excel templates for each sites

• Consolidation file following same process as well

Demo Sales File available