Sales Goal Chart Template

Template for Sales Target Diagram

The diagram is the simplest one. Guide to Creating a Thermometer Target Diagram in Excel I was asked by a colleague and colleague if I had a workshop on how to build a graph in Excel. so I thought I'd make one. First, we need to setup our dates for the chart. d ) Residual revenue = If a claim that gives zero back when we reach our target, or the gap between the present revenue and the revenue target.

e) Revenue over target = If a claim that gives zero back when we don't reach our target, or the gap between the present revenue and the revenue target.

After we have generated our thermometer map data, we can generate the base diagram. Basically, it is an Excel stack column chart. In order to build the chart, mark the B3:B7 cell and then go to your Insert Ribbon and choose the stacked bar chart from the chart group. Now, Excel didn't make our chart the way we imagined it to be, so we need to correct it.

To find out why Excel did this to create the stacking column chart, read this article: In order to bring our diagram into a batch form, choose your diagram, then choose the Design Ribbon and click the Switch Row/Column buttons. Now your diagram will look like this: Now we have to disconnect our thermometer bulb range from the other ranges so that we can adjust the slit width of the slits without changing the thermometer bulb area.

Do this by double-clicking the row of thermometer bulbs so that the Format Datapoint dialogue opens and move the datapoint to the secondary axis. Now your diagram will look like this: Because we have only moved the thermometer bulb range to isolate it from the other piled pillars in the table.

In this way we can modify the slit width on the piled pillars without changing the size of the thermometer flask pattern. In order to erase the vertical axis, just click on the diagram and then on the vertical axis and hit your Del-Button. Once you have deleted the second chart, your chart will look the same as before, but we have now split the two batches so that we can adjust the slit width.

We can now reformat this row of graphs to look like a graph of a currently filled gasometer. When you cannot see the actual sales datapoint, modify your scores in the spreadsheet to make it viewable. In the first stage, you have to reformat the Actual Sales datapoint with all the fields in full color and a single field in color.

Click on your chart and then double-click on the datapoint Market Sales. The Format Information dialog appears. In the Fill & Line option, then, turn the fill to a solid red color and the border to a solid red line with a width of 3D.

Now your diagram will look like this: Read this article if you are having difficulty choosing the correct graph row: Now, we need to reformat the remaining sales row on the chart to look like the empty part of the Thermometer. When you cannot see the remaining sales datapoint, modify your scores in the spreadsheet to make it viewable.

In the first stage, you have to fill the datapoint Remaining Turnover with a fill colour of black and a black outline. Click on your diagram and then double-click on the Remaining Sales datapoint. You will see the dialog that displays titled Formats. In the Fill & Line option, then, set the fill to a solid colour of WHITE and the margin to a solid line of the colour Rot and a width of 3D.

Now your diagram will look like this: Now, we should be formatting the Sales Above Goal datarow in the chart so that if we exceed the target, you can see this value in red. When you cannot see the Sales Above Goal datapoint, modify your scores in the spreadsheet to make them viewable.

In the first stage, the Sales Above Goal datapoint is formatted with a GREEN fill and GREEN outline. Click on your chart and double-click on the Sales Above Goal datapoint. You will see the dialog that displays titled Formats. In the Fill & Line option, then, set the fill to a monochrome GREEN colour and the margin to a monochrome GREEN line with a width of threept.

Now your diagram will look like this: We' re really approaching the last chart, but we have to put a thermometer lamp at the bottom of the chart. In order to achieve this, we must first produce a graph that we can use as our round light Bulb. It' important that your circular form is a perfectly formed circular one, otherwise it may not fit well with the rows of columns you stack.

After you have finished creating your forms, you should set the colour of the form fill and contour to RED to coincide with the row of columns you stack. When you don't know how to orient the forms to their centers, you can choose both by pressing and hold the Shift key and then selecting Orient > Middle from the Format bar.

Once you have aligned the forms, you want to group the two forms from the same format ribbon using the Group button. Her thermometer piston form now looks like this: Eventually, we are prepared to include this form in our diagram. Choose the grouped thermometer bulb form and copy it by pushing STRG+C on your keypad.

Then, choose your diagram and choose the thermometer bulb range on the diagram and insert the grouped form by pushing STRG+V on your keypad. It replaces the default pillar form with your new user-defined form. Now your diagram should look like this: We' re about to complete the Excel thermometer target chart.

In order to meet our new user-defined form, we need to extend the slot width of the Stacked Column Chart range. For this purpose, double-click on the stacked column charts row such as Actual Turnover or Residual Turnover. Modify the slit width until it fits your new range of incandescent thermometers.

It is also possible to resize the diagram or area until you get the look you want. Last chart modification I would suggest is to alter the negatives that appear in the perpendicular axes. In order to do this, double-click the perpendicular axes and generate a user-defined number format.

Here is the user-defined number style I could use: This is how your definitive chart will look like: Here you can dowload the free example of the Excel thermometer Goal Dashboard Chart: We hope this will help you build your own Goal Dashboard Chart thermometer for your business. Please let me know how you can use this kind of chart in your corporate dashboards in the commentaries below.

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