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Dynamic Dashboard Illustration

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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

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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

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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

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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

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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

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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.

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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

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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

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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