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To track a specific metric like Customer Location using the KPI Sales Dashboard Spreadsheet, you would need to modify the data sheet and dashboard. First, rename the column in the data sheet that you want to track Customer Location in, replacing a less relevant metric like Lead Source. Then, retitle the corresponding chart in the dashboard to reflect this change. Finally, update the inputs in the dropdown menu sheet to include Customer Location as an option. This way, you can customize the spreadsheet to track the metrics most relevant to your business.
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Download You Exec’s KPI Sales Dashboard Spreadsheet to streamline your KPI reports and track your sales performance metrics all in one place. The spre...
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If a user wishes to track different performance metrics aside from those already included in the data sheet and dashboard, then edits should be made to the column titles of the data sheet and the dropdown menu lists. For example, if a user wishes to track "Customer Location" instead of "Lead Source", they would rename the column in the data sheet and retitle the chart in the dashboard. Then, the user will update the inputs in the dropdown menu sheet.
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