Sales Performance Tracker
Measure employee sales against targets and identify the strongest and weakest performers.
Intermediate · 30–45 min
Objectives
- Calculate achievement
- Calculate variance
- Compare employees
- Create a trend view
Project dataset
| Row | A: Employee | B: Branch | C: Month | D: Target | E: Sales |
|---|---|---|---|---|---|
| 2 | Amit | Mumbai | Jan | 50000 | 62000 |
| 3 | Priya | Pune | Jan | 55000 | 49000 |
| 4 | Ravi | Nashik | Jan | 45000 | 51000 |
| 5 | Neha | Mumbai | Jan | 60000 | 58000 |
| 6 | Amit | Mumbai | Feb | 60000 | 66000 |
| 7 | Priya | Pune | Feb | 58000 | 61000 |
| 8 | Ravi | Nashik | Feb | 50000 | 47000 |
| 9 | Neha | Mumbai | Feb | 62000 | 71000 |
Guided checkpoints
Understand the data
Identify Target and Sales before calculating performance.
Map sales data to Excel columns.
Calculate achievement %
Calculate Sales ÷ Target for Amit in January.
Build a percentage KPI.
Calculate variance
Calculate Sales minus Target for each row.
Measure how far actual performance is above or below target.
Find the best performer
Compare achievement percentages and identify the strongest sample row.
Use calculated KPIs to rank performance.
Create a trend view
Use Month on the horizontal axis and Sales as the measure for a simple trend chart.
Choose a chart for time comparison.
Download sample project .xlsx · All portfolio projects
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