exactboard - The Excel Dashboard
exactboard analyzes sales data using Excel. You specify what you want to analyze and what the result should look like. exactboard isn’t just standard software; instead, we customize this Excel tool to your needs.
Click here: exactboard-product-sheet
Please feel free to contact us for any question.
Sales Analysis with exactboard
Perform complex analyses of your sales figures more quickly and simply using exactboard. You can easily show your company's development over the past years, quarters, or months; exactboard analyzes the progress of orders or sales spread over individual periods of time, or cumulatively. You can perform trend analyses and YTD analyses by pushing a button.
Individual Report for each Salesperson
exactboard includes a function with which you can generate an individual report for each seller by pressing only one button. Regardless of whether you have five employees or 100 employees in sales, every employee receives a personal report. The tool not only creates a report for each seller, but the reports are also filed in the correct folder for each respective member of the sales staff. The tedious and error-prone preparation of sales figures is no more, and your sales staff can focus on their core business.
Presentations with exactboard
Furthermore, you can directly present the analyses in the form of charts or clearly formatted tables. Using exactboard, you can filter and sort your sales, for example, by products sold, client, or sales region.
For presentations and your own planning, exactboard also graphically depicts the results of the analyses in a clear manner, and at the same time, generates a PDF that you can send via email.You decide which graphics and which tables you want to have in exactboard.
All functions at a glance:
- Analysis of sales figures
- Identification of trends
- Automatic creation of charts
- Aggregation of information in clear tables
- Sorting of data according to additional criteria: clients, regions, periods of time
Additional Advantages for You:
exactboard is powerful - You can also rely on exactboard for big data. Large quantities of data are processed using PowerPivot so all of the functions can be easily applied to extensive amounts of data, and the Excel file doesn’t become slow and large.
exactboard is easy to operate – If you can start Excel, you can also use exactboard.
exactboard is secure - All of the data remains with you, because exactboard works offline, without sending data to external servers. You can use exactboard on any device that is running Microsoft Excel.
If you’re not fully convinced by exactboard, contact us so we can personally present the tool to you and answer your questions. We use TeamViewer for the presentation so you’re able to see our screen from a distance.
Each exactboard is individually tailored to the customer; in this respect, your costs depend on how much of our time is required for adjustments. To present you with a quote, we require a sample set of raw data and a list of the charts, tables, and other analyses you desire (top 10 customers, for example). We will subsequently send you a binding quote.
To use exactboard, you need a device that already has Excel installed (Excel 2010 or higher). exactboard works without installation and is, therefore, also ready for immediate use in large companies with a central IT department (no admin privileges necessary).