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Dynamic Dashboard Illustration

Reports

Dynamic Dashboard
CH1 - Salesperon analysis
CH2 - Product range analysis
CH3 - Product ranage analysis (trend)
CH4 - Salesperson analysis (trend)
CH5 - Sales & expenses analysis
CH6 - Product report
CH7 - Competitor analysis
CH8 - Executive summary

Lloyds Banking Group - For Internal Use Only

Inputs

Data
CH6 Data
Inputs

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HelpSheet

1 of 27

Help
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Salesperson analysis
KPI for Product C - YTD

Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5

Product Group:Product C
Month:
YTD
KPI:
KPI_1
Salesperson

Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Total

Product &
Period

Product &
YTD

All Products All Products

& Period
& YTD

373
362
504
545
388

373
362
504
545
388

1,523
1,445
1,483
1,610
1,508

2,172

2,172

7,569

20%
19%
20%
21%
20%

Help
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Product Range analysis

Total GP for All Salespeople - YTD

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Product A
Product B
Product C
Product D

Salesperson: All Salespeople

Month:
YTD
KPI:
Total_GP
Product

Product A
Product B
Product C
Product D
Total

Salespers Salesper All

All
on &
son &
Salesperso Salesperson
Period
YTD
ns & Period s & YTD
67,140
60,930
22,440
39,700

67,140
60,930
22,440
39,700

190,210

190,210

35%
32%
12%
21%

Help
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Help
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Product Range analysis

KPI trend for Salesperson 1
120
100
80
60
40
20
Apr-09
Product A

May-09
Product B

Jun-09
Product C

Jul-09
Product D

Salesperson: Salesperson 1
KPI:
KPI_1
Product
Product A
Product B
Product C
Product D

Apr-09
50
45
65
65

May-09
32
60
45
2

Product A
Product B
Product C
Product D

220
257
351
152

261
278
199
116

Product
Product A
Product B
Product C
Product D

Apr-09
50
45
65
65

May-09
32
60
45
2

Jun-09
95
75
32
40
282
315
327
320
Jun-09
95
75
32
40

Jul-09
21
50
97
50
231
190
214
140
Jul-09
21
50
97
50

Help
Help

Salesperson analysis
KPI trend for Product A
100
90
80
70
60
50
40
30
20
10
-

S alesperso
n1
S alesperso
n2
S alesperso
n3
S alesperso
n4

Apr-09

Product:
KPI:

May-09

Jun-09

Jul-09

Product A
KPI_1

Salesperson
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5

Apr-09
50
40
50
60
20

May-09
32
52
54
58
65

Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5

225
100
220
240
195

139
140
155
252
168

Salesperson
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5

Apr-09
50
40
50
60
20

May-09
32
52
54
58
65

Jun-09
95
25
63
44
55
242
214
237
291
260
Jun-09
95
25
63
44
55

Jul-09
21
20
80
90
20
218
91
192
182
92
Jul-09
21
20
80
90
20

Help
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Sales Analysis
R
A Scale Budget
100 300 400
350

Lloyds Banking Group - For Internal Use Only

9 of 27

Product report
Product 19 has the highest turnover
Product

Lloyds Banking Group - For Internal Use Only

Sales

COS

Product 16

250

155

Product 17

260

160

Product 18

270 +

200

Product 19

280 +

205

Product 20

100 -

20

10 of 27

Select competitors to include:

Competitor analysis for Product 5

We remain in market leader position

1000
900
800
700
600
500
400
300
200
100
0

1000
750

Our Sales

Lloyds Banking Group - For Internal Use Only

Comp 4

600

600

Comp 5

Comp 6

11 of 27

Help
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Executive Summary

Executive 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.

Month
Product
Jan-09 Product A
Jan-09 Product A
Jan-09 Product A
Jan-09 Product A
Jan-09 Product A
Jan-09 Product B
Jan-09 Product B
Jan-09 Product B
Jan-09 Product B
Jan-09 Product B
Jan-09 Product C
Jan-09 Product C
Jan-09 Product C
Jan-09 Product C
Jan-09 Product C
Jan-09 Product D
Jan-09 Product D
Jan-09 Product D
Jan-09 Product D
Jan-09 Product D
Feb-09 Product A
Feb-09 Product A
Feb-09 Product A
Feb-09 Product A
Feb-09 Product A
Feb-09 Product B
Feb-09 Product B
Feb-09 Product B
Feb-09 Product B
Feb-09 Product B
Feb-09 Product C
Feb-09 Product C
Feb-09 Product C
Feb-09 Product C
Feb-09 Product C
Feb-09 Product D
Feb-09 Product D
Feb-09 Product D
Feb-09 Product D
Feb-09 Product D
Mar-09 Product A
Mar-09 Product A
Mar-09 Product A
Mar-09 Product A
Mar-09 Product A
Mar-09 Product B
Mar-09 Product B
Mar-09 Product B
Mar-09 Product B
Mar-09 Product B
Mar-09 Product C
Mar-09 Product C
Mar-09 Product C
Mar-09 Product C
Mar-09 Product C
Mar-09 Product D

Salesperson
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1

Unit Cost

Unit SP
20
20
20
20
20
50
50
50
50
50
60
60
60
60
60
10
10
10
10
10
20
20
20
20
20
50
50
50
50
50
60
60
60
60
60
10
10
10
10
10
20
20
20
20
20
50
50
50
50
50
60
60
60
60
60
10

Unit Profit
50
50
50
50
50
80
80
80
80
80
70
70
70
70
70
30
30
30
30
30
50
50
50
50
50
80
80
80
80
80
70
70
70
70
70
30
30
30
30
30
50
50
50
50
50
80
80
80
80
80
70
70
70
70
70
30

Count
30
30
30
30
30
30
30
30
30
30
10
10
10
10
10
20
20
20
20
20
30
30
30
30
30
30
30
30
30
30
10
10
10
10
10
20
20
20
20
20
30
30
30
30
30
30
30
30
30
30
10
10
10
10
10
20

KPI_1
20
60
100
80
60
30
70
70
60
70
50
80
110
40
80
20
50
105
80
90
30
60
90
60
50
20
80
80
50
20
30
90
106
40
50
50
10
100
50
60
60
40
120
80
30
20
50
80
60
40
10
60
110
40
50
30

50
20
60
40
50
60
80
23
56
98
30
100
200
150
90
100
200
100
50
90
60
20
50
4
50
65
98
32
65
45
100
20
30
60
50
60
80
4
5
65
60
90
50
40
60
78
98
65
32
65
4
90
60
65
32
32

Mar-09 Product D
Mar-09 Product D
Mar-09 Product D
Mar-09 Product D
Apr-09 Product A
Apr-09 Product A
Apr-09 Product A
Apr-09 Product A
Apr-09 Product A
Apr-09 Product B
Apr-09 Product B
Apr-09 Product B
Apr-09 Product B
Apr-09 Product B
Apr-09 Product C
Apr-09 Product C
Apr-09 Product C
Apr-09 Product C
Apr-09 Product C
Apr-09 Product D
Apr-09 Product D
Apr-09 Product D
Apr-09 Product D
Apr-09 Product D
May-09 Product A
May-09 Product A
May-09 Product A
May-09 Product A
May-09 Product A
May-09 Product B
May-09 Product B
May-09 Product B
May-09 Product B
May-09 Product B
May-09 Product C
May-09 Product C
May-09 Product C
May-09 Product C
May-09 Product C
May-09 Product D
May-09 Product D
May-09 Product D
May-09 Product D
May-09 Product D
Jun-09 Product A
Jun-09 Product A
Jun-09 Product A
Jun-09 Product A
Jun-09 Product A
Jun-09 Product B
Jun-09 Product B
Jun-09 Product B
Jun-09 Product B
Jun-09 Product B
Jun-09 Product C
Jun-09 Product C
Jun-09 Product C

Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3

10
10
10
10
20
20
20
20
20
50
50
50
50
50
60
60
60
60
60
10
10
10
10
10
20
20
20
20
20
50
50
50
50
50
60
60
60
60
60
10
10
10
10
10
20
20
20
20
20
50
50
50
50
50
60
60
60

30
30
30
30
50
50
50
50
50
80
80
80
80
80
70
70
70
70
70
30
30
30
30
30
50
50
50
50
50
80
80
80
80
80
70
70
70
70
70
30
30
30
30
30
50
50
50
50
50
80
80
80
80
80
70
70
70

20
20
20
20
30
30
30
30
30
30
30
30
30
30
10
10
10
10
10
20
20
20
20
20
30
30
30
30
30
30
30
30
30
30
10
10
10
10
10
20
20
20
20
20
30
30
30
30
30
30
30
30
30
30
10
10
10

90
115
50
60
55
70
120
89
20
66
50
90
74
40
88
60
160
56
30
55
44
150
52
20
60
70
100
35
10
20
80
90
98
20
30
90
130
65
50
10
60
140
45
30
40
65
100
75
40
50
78
98
85
20
60
40
65

4
5
78
98
50
40
50
60
20
45
12
90
50
60
65
45
78
98
65
65
3
2
32
50
32
52
54
58
65
60
56
65
89
8
45
12
32
45
65
2
20
4
60
30
95
25
63
44
55
75
50
60
70
60
32
89
54

Jun-09 Product C
Jun-09 Product C
Jun-09 Product D
Jun-09 Product D
Jun-09 Product D
Jun-09 Product D
Jun-09 Product D
Jul-09 Product A
Jul-09 Product A
Jul-09 Product A
Jul-09 Product A
Jul-09 Product A
Jul-09 Product B
Jul-09 Product B
Jul-09 Product B
Jul-09 Product B
Jul-09 Product B
Jul-09 Product C
Jul-09 Product C
Jul-09 Product C
Jul-09 Product C
Jul-09 Product C
Jul-09 Product D
Jul-09 Product D
Jul-09 Product D
Jul-09 Product D
Jul-09 Product D

Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5

60
60
10
10
10
10
10
20
20
20
20
20
50
50
50
50
50
60
60
60
60
60
10
10
10
10
10

70
70
30
30
30
30
30
50
50
50
50
50
80
80
80
80
80
70
70
70
70
70
30
30
30
30
30

10
10
20
20
20
20
20
30
30
30
30
30
30
30
30
30
30
10
10
10
10
10
20
20
20
20
20

95
30
20
50
50
54
20
90
80
80
89
10
20
90
90
62
10
30
74
80
45
20
40
60
40
75
10

87
65
40
50
60
90
80
21
20
80
90
20
50
20
30
40
50
97
6
50
40
21
50
45
32
12
1

Total sales
Total GP
1000
600
3000
1800
5000
3000
4000
2400
3000
1800
2400
900
5600
2100
5600
2100
4800
1800
5600
2100
3500
500
5600
800
7700
1100
2800
400
5600
800
600
400
1500
1000
3150
2100
2400
1600
2700
1800
1500
900
3000
1800
4500
2700
3000
1800
2500
1500
1600
600
6400
2400
6400
2400
4000
1500
1600
600
2100
300
6300
900
7420
1060
2800
400
3500
500
1500
1000
300
200
3000
2000
1500
1000
1800
1200
3000
1800
2000
1200
6000
3600
4000
2400
1500
900
1600
600
4000
1500
6400
2400
4800
1800
3200
1200
700
100
4200
600
7700
1100
2800
400
3500
500
900
600

Help
Help

2700
3450
1500
1800
2750
3500
6000
4450
1000
5280
4000
7200
5920
3200
6160
4200
11200
3920
2100
1650
1320
4500
1560
600
3000
3500
5000
1750
500
1600
6400
7200
7840
1600
2100
6300
9100
4550
3500
300
1800
4200
1350
900
2000
3250
5000
3750
2000
4000
6240
7840
6800
1600
4200
2800
4550

1800
2300
1000
1200
1650
2100
3600
2670
600
1980
1500
2700
2220
1200
880
600
1600
560
300
1100
880
3000
1040
400
1800
2100
3000
1050
300
600
2400
2700
2940
600
300
900
1300
650
500
200
1200
2800
900
600
1200
1950
3000
2250
1200
1500
2340
2940
2550
600
600
400
650

6650
2100
600
1500
1500
1620
600
4500
4000
4000
4450
500
1600
7200
7200
4960
800
2100
5180
5600
3150
1400
1200
1800
1200
2250
300

950
300
400
1000
1000
1080
400
2700
2400
2400
2670
300
600
2700
2700
1860
300
300
740
800
450
200
800
1200
800
1500
200

Lloyds Banking Group - For Internal Use Only

P1 COS P2 Gross Profit P3 KPI 1 P4 KPI 2 P5 KPI 3 P6 Contn P7 Sales Trend

100 80 20 5 35 3 12 110
85
25 5.5
38.5
3.75 13
120
90
30
6
42
4.5
14
130
95
35
6.5
45.5
5.25
14
140
100
40
7
49
6
15
150
105
45
7.5
52.5
6.75
16
160
110
50
8
56
7.5
17
170
115
55
8.5
59.5
8.25
17
180
120
60
9
63
9
18
190
125
65
9.5
66.5
9.75
19
200
130
70
10
70
10.5
20
210
135
75
10.5
73.5
11.25
20
220
140
80
11
77
12
21
230
145
85
11.5
80.5
12.75
22
240
150
90
12
84
13.5
23
250
155
95 +
12.5
87.5
14.25 +
23
260
160
100 +
13
91
15 +
24
270 +
200 +
70
13.5 +
94.5 +
10.5
30 +
280 +
205 +
75
14 +
98 + 11.25
31 +
100 20 80
5 35 12
3 110
85
25 5.5
38.5
3.75 13
120
90
30
6
42
4.5
14
130
95
35
6.5
45.5
5.25
14
140
100
40
7
49
6
15
150
105
45
7.5
52.5
6.75
16
160
110
50
8
56
7.5
17
170
115
55
8.5
59.5
8.25
17
180
120
60
9
63
9
18
190
125
65
9.5
66.5
9.75
19
200
130
70
10
70
10.5
20
210
135
75
10.5
73.5
11.25
20
220
140
80
11
77
12
21
230
145
85
11.5
80.5
12.75
22
240
150
90
12
84
13.5
23
250
155
95 +
12.5
87.5
14.25 +
23
260
160
100 +
13
91
15 +
24
270 +
200 +
70
13.5 +
94.5 +
10.5
30 +
280 +
205 +
75
14 +
98 + 11.25
31 +
100 20 80
5 35 12
3 110
85
25 5.5
38.5
3.75 13
120
90
30
6
42
4.5
14
130
95
35
6.5
45.5
5.25
14
140
100
40
7
49
6
15
150
105
45
7.5
52.5
6.75
16
160
110
50
8
56
7.5
17
170
115
55
8.5
59.5
8.25
17
180
120
60
9
63
9
18
190
125
65
9.5
66.5
9.75
19
200
130
70
10
70
10.5
20
210
135
75
10.5
73.5
11.25
20

Product Sales
Product 1
Product 2
Product 3
Product 4
Product 5
Product 6
Product 7
Product 8
Product 9
Product 10
Product 11
Product 12
Product 13
Product 14
Product 15
Product 16
Product 17
Product 18
Product 19
Product 20
Product 21
Product 22
Product 23
Product 24
Product 25
Product 26
Product 27
Product 28
Product 29
Product 30
Product 31
Product 32
Product 33
Product 34
Product 35
Product 36
Product 37
Product 38
Product 39
Product 40
Product 41
Product 42
Product 43
Product 44
Product 45
Product 46
Product 47
Product 48
Product 49
Product 50

19 of 27

Jan-09
4
2
5
4
2
1
2
1
4
8
10
2
5
4
2
1
2
1
4
8
4
2
5
4
2
1
2
1
4
8
4
2
5
4
2
1
2
1
4
8
4
2
5
4
2
1
2
1
4
8

Lloyds Banking Group - For Internal Use Only

Feb-09
5
2
5
5
3
1
4
2
5
9
10
2
5
5
3
1
4
2
5
9
5
2
5
5
3
1
4
2
5
9
5
2
5
5
3
1
4
2
5
9
5
2
5
5
3
1
4
2
5
9

Mar-09
6
2
5
6
5
3
6
3
6
7
10
2
5
6
5
3
6
3
6
7
6
2
5
6
5
3
6
3
6
7
6
2
5
6
5
3
6
3
6
7
6
2
5
6
5
3
6
3
6
7

Apr-09
8
1
5
5
8
3
8
4
7
5
10
1
5
5
8
3
8
4
7
5
8
1
5
5
8
3
8
4
7
5
8
1
5
5
8
3
8
4
7
5
8
1
5
5
8
3
8
4
7
5

May-09
9
1
5
4
8
4
10
5
8
4
10
1
5
4
8
4
10
5
8
4
9
1
5
4
8
4
10
5
8
4
9
1
5
4
8
4
10
5
8
4
9
1
5
4
8
4
10
5
8
4

Jun-09
10
3
6
3
6
6
8
6
9
2
10
3
6
3
6
6
8
6
9
2
10
3
6
3
6
6
8
6
9
2
10
3
6
3
6
6
8
6
9
2
10
3
6
3
6
6
8
6
9
2

20 of 27

Hel
Hel
pp
Range Name: Position_Range

Top Left
Middle Left
Bottom Left
Top Right
Middle Right
Bottom Right
View
Hide

SP_List

Prod_List

Period_list
Period_list2

KPI_Name

All Salespeople
Salesperson 1
Salesperson 2
Salesperson 3
Salesperson 4
Salesperson 5

All Products
Product A
Product B
Product C
Product D

YTD

Count
Total_sales
Total_GP
KPI_1

Jan-09
Feb-09
Mar-09
Apr-09
May-09
Jun-09
Jul-09
Aug-09
Sep-09
Oct-09
Nov-09
Dec-09

Product_LUP

None - links to Dynamic Dashboard - where eac

Chart Location matrix

Count of sales
Total sales
Total GP
KPI

Product A
Product B
Product C
Product D

Cost Price Sales Price GP

20
50
50
80
60
70
10
30

Top
30
30
10
20

Top Left
Middle Left
Bottom Left
Top Right
Middle Right
Bottom Right
View
Hide

300
530
750
300
530
750
10
10

c Dashboard - where each cell has named range

Left
80
80
80
380
380
380
380
1000

Help Front page

Welcome 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.

Home

This is an area for quick navigation through the pages in this

spreadsheet.
---------------------------------------------------------------------Simply click on the page that you wish to visit.

Dynamic Dashboard

The 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".

CH1

Salesperson Analysis - Pie Chart

---------------------------------------------------------------------A simple pie chart by salesperson.
The user can select the product range, KPI type and the period to
be analysed.

Lloyds Banking Group - For Internal Use Only

24 of 27

CH2

Product 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.

CH3

Product 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.

CH4

Salesperson Trend Analysis

---------------------------------------------------------------------A simple line chart by salesperson.
The user can select the product range, KPI type and the start
period to be analysed.

CH5

Sales & Expenses Bullet Graphs

---------------------------------------------------------------------Concept courtesy of Chandoo.org

CH6

Dynamic product report

---------------------------------------------------------------------Concept courtesy of Chandoo.org

CH7

Competitor analysis
---------------------------------------------------------------------Dynamic report that allows the user to select the product, range of
competitors and the chart style.
Concepts courtesy of Chandoo.org

Lloyds Banking Group - For Internal Use Only

CH8

Executive Summary
---------------------------------------------------------------------Simply enter the text that you wish to display.

Data

Base sales data

----------------------------------------------------------------------

25 of 27

Lloyds Banking Group - For Internal Use Only

CH6Data

Base data for Chart 6

----------------------------------------------------------------------

Inputs

Inputs
---------------------------------------------------------------------Inputs used for the model identified through named ranges.

Help Sheet

Inputs for these user notes

---------------------------------------------------------------------Enter the title in column A and the body into column B.

26 of 27

This document is from chandoo.org