The sample reports here are for the fictional business The Paper Connection which is a national supplier of computer/copier paper. These track performance in sales, gross profit, and net profit for the entire company as well as breakouts/drill-downs for regional, sales rep, and customer levels. These are fully interactive reports created in Microsoft Excel that you can download and try out to experience the functionality of that tool. Note that these are only a few examples and only begin to unlock the potential of Excel as a reporting tool.
Company Performance
This set of reports provides multiple views of performance for the company as a whole along with the ability filter by region, year, and performance metric. Refer to the tab Report_Info for instructions on how to use the interactive features.
Download: Company_Perf.xlsx
Region Performance
This set of reports provides a view of region level performance with the ability to filter by region and year. Refer to the tab Report_Info for instructions on how to use the interactive features.
Download: Region Perf.xlsx
Sales Rep Performance
This set of reports provides a view of sales rep level performance with the ability to filter by multiple metrics. Refer to the tab Report_Info for instructions on how to use the interactive features.
Download: Sales_Rep_Perf.xlsx
Customer Performance
This set of reports provides a view of customer level performance with the ability to filter by multiple metrics. Refer to the tab Report_Info for instructions on how to use the interactive features.
Download: Customer_Perf.xlsx
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