How can KPI Charts be used for sales data analysis?

KPI Charts can be used for sales data analysis by inputting raw data, which can be up to a million rows. This data can then be filtered to view a subset. The board automatically generates premade charts to visualize the data for reports and analysis. For example, you can define a search query by editing the blue fields in the Filter tab. You can set the date fields to match the period you want to analyze and set the numeric fields to match your ideal range. This way, you can analyze various aspects of your sales data, such as customer lifetime value or acquisition costs.

Question was asked on:

To accomplish this, go to the Filter tab, where the blue fields can be edited to define the search query. Edit the date fields to match the period of time you want to analyze, then set the numeric fields to match your ideal range. For example, if you want to set a minimum LTV of the ideal customer, you could filter the range to only show customers that have spent over $40. But the real filter to set is the acquisition costs, which should be capped at your breakeven point. The dropdown filters can also be edited and updated with the dropdown menus below, but aren't applied until the box next to each field is checked. Below the filters, all the data that matches the filter query is shown.

Asked on the following spreadsheet:

resource preview

KPI Charts

Need better visualizations to analyze and report top KPIs? Use these KPI Charts to input up to a million rows of raw data. Then filter a subset to vie...

file_save

Download free spreadsheets

Enter your email business to download and customize spreadsheets for free

Not for commercial use

OR
file_save

Download full 'KPI Charts' spreadsheet

KPI Charts

+39 more spreadsheets per quarter

that's $3 per spreadsheet

$117

/ quarter

Commercial use allowed. View other plans

Preview

View all chevron_right