KPIs to prioritize
- Revenue measured on usable rows.
- Unique customers and products to understand scope.
- Top customers and products to see concentration.
- Margin, profit, returns, area or salesperson if columns exist.
Sales KPIs
Which KPIs should you track in a sales Excel file?
The right KPIs depend on available columns. A simple file can already provide revenue, customers, products and trend. A richer file can also provide margin, returns, areas, salespeople and order-level basket.
In short
This question helps separate reliable indicators from metrics that should be hidden when the file does not support them properly.
Simple method
What to check
Watch out for false KPIs
- Order-level basket without a real order number.
- Margin computed without reliable cost or profit.
- Monthly trend when dates are missing or malformed.
- Period comparison with different scopes.
RGAnalyzer
RGAnalyzer approach
RGAnalyzer shows what the file can support and flags limits that may change the conclusion.
1
Show only KPIs that can be computed reliably.
2
Hide or explain what is not available.
3
Add actions when a column would improve the report.
4
Check file quality before interpretation.
FAQ
Frequently asked questions
Is revenue enough?
No. You also need to understand who generates it, with which products and over which period.
Why hide a KPI?
A wrong KPI is more dangerous than a missing KPI.
Which KPI should I track first?
Start with revenue, customers, products, trend and concentration.