Revamp Your Sales Dashboards: Ditch Excel for Better Data Visualization

Revamp Your Sales Dashboards: Ditch Excel for Better Data Visualization

Rose Mary Francis
Rose Mary Francis
Oct 9, 20233 minute read

If you're a small to medium sized business (SME), Microsoft Excel and Google Sheets are the go-to tools for tracking sales performance. Whether it’s Microsoft Excel or Google Sheets, most businesses use spreadsheet tools. These spreadsheet applications are ubiquitous, offering a familiar way to manage data. However, when it comes to data visualization and creating effective sales dashboards, they fall short.

Excel: Not the Ideal Dashboard Tool

While Excel boasts various data visualization features, it was never designed as a dashboard tool. Excel-based sales dashboards often suffer from visual clutter, making it challenging for users to quickly discern essential information. They can be cumbersome to edit, and free dashboard templates found online seldom provide practical solutions. Customizing these templates to fit your specific needs can be a headache.

Business Intelligence Tools: Powerful but Complex

For those with ample time and resources, Business Intelligence (BI) tools offer a more robust solution for creating live dashboards. However, these tools come with steep learning curves, with Microsoft Power BI, for instance, requiring 4-6 weeks of learning. Moreover, BI tools can become prohibitively expensive, especially for SMEs. They are often designed for larger organizations dealing with extensive data.

A Smarter Approach: Onvo.ai

Imagine you're a Sales Director seeking to effortlessly visualize your weekly Key Performance Indicators (KPIs) without the need for extensive data science expertise or excessive costs. This is where Onvo comes into play.

Onvo is a specialized AI-powered tool designed to empower you in creating professional, live KPI dashboards with unparalleled simplicity and cost-effectiveness. It caters specifically to small and medium-sized enterprises (SMEs), offering an intuitive alternative to the complexities of traditional BI tools.

One standout feature that sets Onvo apart is its commitment to affordability. With a free plan for seamless spreadsheet integrations, Onvo ensures that constructing a dashboard for your Excel data won't dent your budget.

But that's not all. Onvo goes above and beyond to simplify your data visualization experience. Our revolutionary Dashboard SDK for businesses is another standout feature. Say goodbye to endless customization requests and the frustration of dealing with complex SQL queries. With Onvo, you can effortlessly build beautiful dashboards to showcase your data in the time it takes to make a cup of coffee. It's a game-changer in data visualization, making your life easier and your data more accessible than ever before.

Unlock the Potential: Onvo and Excel

Onvo allows you to effortlessly craft a variety of sales dashboards using nothing more than Microsoft Excel (or Google Sheets), all complemented by the power of AI. Here are some examples:

  1. Sales Year to Date: Effortlessly keep tabs on real-time information concerning invoices, orders, and the sales pipeline.
  2. Sales Opportunities: Monitor the progress of potential deals as they journey through the sales pipeline, all with unprecedented ease.
  3. Sales Team Overview: Gain invaluable insights into the performance of individual sales team members relative to their targets, streamlining your decision-making processes.

Onvo offers additional sales dashboard examples on its website. You can explore these possibilities and harness the full potential of Onvo's AI-powered dashboard solution, connecting your spreadsheets effortlessly and creating your own dynamic sales dashboards with unmatched ease.

A More Intelligent Way Forward

In the realm of sales dashboards, it's time to bid farewell to the limitations of Excel and the complexities of traditional BI tools. Onvo offers an AI-powered, user-friendly, and budget-friendly solution for SMEs seeking effortless data visualization. Say hello to a smarter, more accessible approach to creating and managing sales dashboards.

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