Save Time & Improve Performance with our Sales Performance KPI Dashboard

Integration with Unlimited Data Sources

$699.00  PER MONTH

How It Works

Dive deep into your live data feed with Google Sheets and Google Data Studio, simplifying the entire sales process. By consolidating all data sources into a single sheet, we offer scheduled importing, ensuring you have the most current sales reports right at your fingertips.


Step 1- Connect

Connect your data sources to our Unit Metrics Analysis Dashboard for a seamless integration.

Step 2 - Build Report

Effortlessly import data into Google Sheets and Google Data Studio, streamlining your sales process.

Step 3- KPI Dashboard

Create customized Reports and Dashboard


Data integration

Real-Time Data integration
with Google Sheets and Google Data Studio

Analyse Marketing Data

Analyse Marketing
Data in one click

Customize reporting

Customize reporting for all
Marketing and advertising Data

Scheduling exports

Scheduling exports to
keep data up to date

Customize Dashboard

Customize Dashboard with
Key Performance Indicators


manual work


efficiency through KPI

Save Time


Data integration

Reduce stress on the IT
department and Data analyst

Upload data from different platform to Google Sheets and Google Data Studio

Data from over 500 marketing and advertising platforms


Data from all Sources in Google sheet and Google Data Studio

 Our Sales Performance KPI Dashboard, equipped with more than 500 connectors, is your ultimate tool for insightful sales performance reports. We specialize in tailored customer reporting to meet business needs, offering a comprehensive Financial and Sales Performance KPI Dashboard in one unified platform.

measuring data from multiple sources
Financial Service Consulting

No more Data in silos

Our solution creates a centralized hub in Google Sheets and Google Data Studio, connecting multiple platforms into one cohesive Sales Performance KPI Dashboard report. Say goodbye to isolated marketing and advertising data. Our advanced API connector swiftly combines and maps data from all your sources, allowing us to deliver customized reporting and dashboards without any manual intervention from your team.

No Raw Data require

We will create customized reporting with visualization of Data. You don’t need to review Raw Data which is not understandable. At your end, you just need to review your Daily, Monthly, and Weekly reporting without any complex formulation and any query.

Interim CFO

Schedule reports in Google Sheet and Google Data Studio

Stay ahead with performance alerts and actionable sales insights. Our Oak Financial analysts ensure your data in Google Sheets and Google Data Studio is always current. Receive timely alerts when performance deviates and gain insights into your team’s achievements, along with recommendations to enhance performance.

We will design your own dashboards

Our experts, with vast industry knowledge, will design a Sales Performance KPI Dashboard tailored to your preferences. We guarantee the inclusion of every vital sales metric, accompanied by intuitive charts that align with your company’s vision.

automate data transfer
Tax Services Provider

Targets and Progress tracking

Set and monitor sales objectives using our 500+ integrations or any other data you wish to incorporate into Google Sheets and Google Data Studio. Visualize your progress on a custom Databoard, ensuring your focus remains on key metrics.

Features Overview

effective measures- expert CFO service

Import all of your Data into one place seamlessly

Opt for our Sales Performance KPI Dashboard and engage Oak Business Consultant to elevate your regular reports with live dashboards, scorecards, and alerts. Our expert team is dedicated to driving your company’s sales performance management to new heights.

Help your whole company improve performance over time with ongoing assistance from our expert team.

Sales Performance KPI Dashboard Includes

Monthly Sales Growth

Monthly Sales Growth(%)= (Sales in current month- Sales in previous month/Sales in previous month) x 100

The sales KPI measures the increase or decreases in your sales revenue monthly. It helps in setting attainable sales goals and monthly monitoring.

Average Profit Margin

Average Profit Margin (%)= (Net Profit/Total revenue)x100

Profit margin measures the extent to which a business or a company activity generates money, essentially by dividing income by revenues. It is expressed as a percentage and helps the sales team assess the profit margins across their suite.

Customer Participation

Total number of customers participating in loyalty programs / Total number of customers x 100

This KPI measures the percent of customers who participate in loyalty programs, as a percent of all customers. The KPI will help businesses identify customer engagement levels and tailor loyalty programs to attract more customers to participate in it and ultimately increase customer loyalty ratios.

Customer Retention

Customer Retention(%)= (Number of Customer at end point- Number of new customer acquired during period/number of customer at start point)x100

The KPI is an indicator for measuring the customer retention rate. It covers the company’s ability to retain customers

Customer Price Elasticity

Total number of loyal customers that purchased products with increases price/ Total number of loyal customers x 100

The Customer Price Elasticity KPI measures the price elasticity of loyal customers. In simple words, it identifies the loyal customers’ likability to buy your products that have increased in price and their overall behaviour when a price rises.

Funnel Drop-Off

Total number of funnel drop-offs / Total number of customers engaged in the funnel x 100

The KPI is an indicator for measuring the funnel drop – off rate. In simple words, it measures the number of customers that dropped –off the company’s promotion/engagement funnel.

Repeat Purchase Ratio

Repeat Purchase Ratio = Number of Returning Customers / Number of Total Customers

RPR (repeat purchase ratio) is the percentage of customers that have returned to buy services or products from your business again. This KPI metric is a great indicator of customer loyalty.

Product Return Rate

Product Return Rate = Number of Units Sold That Were Later Returned / Total Number of Units Sold

The KPI applies specifically to companies that sell tangible products. This KPI measures your product return rate.

Net Promoter Score

Net Promoter Score = % of Promoters – % of Detractors

The KPI is very useful for allowing companies to measure product development easily and provides a score on how well the customers respond.

Customer Churn

Annual Churn Rate = (Number of Customers at Start of Year – Number of Customers at End of Year) / Number of Customers at Start of Year

Customer Churn Rate KPI helps to measure client drop. It provides feedback on customers’ pricing, competition and responses to service. Also provides a basis for the average period an individual remains a customer.

Loyal Customer Rate

Loyal Customer Rate = Number of Repeat Customers / Total Customers

The KPI refers to the number of customers who have made a repeat purchase with you within a given time range. The KPI identifies the percentage of your customer base that’s demonstrated loyalty to your business.

Customer Lifetime Value

Gross margin (%) x Length of lifetime in pay periods x Revenue per subscription per pay period

Customer lifetime value (CLV) KPI measures how much revenue is generated by a single customer. The KPI helps the businesses to monitor the amount of revenue every new customer will bring into the company throughout their lifetime.

Sales Performance KPI Dashboard Reporting and Dashboard Features


We integrate Google Sheet for reporting and Google Studio for Dashboard with unlimited connector, you have selected. 


We make a Reporting structure in Google Sheet and Dashboard Road map in Google Data Studio for you. 

Quick Launch

All our your Data in one place with Reporting and KPI Dashboard for a quick overview of the marketing performance.


We develop API connectors for you to connect different platforms in one place. 

KPI Dashboards

The easiest way to build your data into a dashboard.Build any dashboard you want by integrating your model directly with Google Sheets,Google Data Studio, Facebook, Instagram, Google Ads, Google Analytics, Shopify, Amazon Advertisement, and more.