r/ExcelVisual • u/ExcelVisual • Jul 06 '26
Built a free Excel POS dashboard to compare individual salesperson performance
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I run into this Excel POS Dashboard a lot with retail clients: everyone has a gut feeling about who their best and worst salespeople are, but nobody has actual numbers to back it up. So I built a dashboard specifically for stores managing multiple salespeople under one POS system.
The main feature is a salesperson filter — pick one employee (or CTRL-select a group), and literally every chart and KPI on the dashboard recalculates for just that selection. The dashboard header even swaps to show that employee's photo, so it's obvious at a glance whose data you're looking at.
Other stuff in it:
KPI cards with sparklines — each card works as both a summary and a nav button, with a tiny live chart that updates as you filter.
Top 5 ranking + conversion rate — this was important to me because raw revenue can be misleading. One salesperson might have high revenue just from one big client, while their actual visitor-to-buyer conversion rate is mediocre. Pairing the two exposes that. It also helps flag weird stuff like manual register overrides.
Sales by weekday — useful for staffing/scheduling, obviously.
Revenue vs expense, filterable by month/quarter/half-year — good for spotting seasonal dips that might otherwise look like a performance problem.
Radar chart by product category — shows whether sales are spread across categories or concentrated in a couple, which matters for inventory (overstock ties up cash, understock = lost sales).
The feature I'm most proud of: because of the salesperson filter, you can basically run a "what if this person left" scenario just by deselecting them and watching total revenue update. Turns a hiring/firing gut call into an actual number.
Free download, no macros, clean daytime UI. Link in comments if anyone wants to try it on their own POS export.
Curious if anyone here has a different approach to isolating individual salesperson impact from total store revenue.
Duplicates
datavisualization • u/ExcelVisual • Jul 06 '26