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Q3 Performance Dashboard
Create a comprehensive quarterly performance dashboard comparing team revenue against targets, analyzing monthly trends, customer satisfaction scores, and identifying underperforming regions with actionable recommendations.
Input
What you provide to the skill
Create Q3 performance dashboard from q3_metrics.xlsx comparing team revenue actual vs targets with monthly trends, customer satisfaction scores, and identify underperforming regions.
Output
What the skill generates for you
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Q3 2024 PERFORMANCE DASHBOARD
EXECUTIVE SUMMARY
Quarter Performance: 5 of 8 teams exceeded revenue targets
Overall Target Achievement: 103.9% ($12.09M actual vs $11.64M target)
Revenue Beat: $450,000 above target
Average Customer Satisfaction: 4.2/5.0
Average Response Time: 3.6 hours
Top Performer: Enterprise Sales (117% of target)
Needs Urgent Attention: West Region (80% of target, -$300K gap)
TEAM PERFORMANCE SUMMARY
Team Region Target Actual Achievement Sat Score Response
Enterprise Sales East $2.00M $2.34M 117% 4.7/5.0 2.1h
Partner Channel Central $1.47M $1.64M 112% 4.3/5.0 3.4h
North Region North $1.59M $1.76M 111% 4.6/5.0 2.7h
Mid-Market Sales East $1.18M $1.29M 109% 4.4/5.0 2.9h
Central Region Central $1.50M $1.58M 105% 4.2/5.0 3.7h
SMB Sales East $1.00M $0.98M 98% 4.1/5.0 4.3h
South Region South $1.42M $1.32M 93% 3.9/5.0 4.8h
West Region West $1.48M $1.18M 80% 3.7/5.0 5.1h
TOTAL $11.64M $12.09M 104% 4.2/5.0 3.6h
MONTHLY TRENDS - Q3 2024
Month Revenue Target Achievement Sat Score Response
July 2024 $3.82M $3.78M 101% 4.14 3.8h
August 2024 $4.00M $3.87M 103% 4.24 3.7h
September $4.27M $3.99M 107% 4.35 3.4h
Trend: Consistent improvement throughout quarter
UNDERPERFORMING REGIONS - ACTION REQUIRED
WEST REGION - 80% of target (CRITICAL)
Revenue Gap: -$300,000 below target (-20%)
Customer Satisfaction: 3.7/5.0 (LOWEST)
Response Time: 5.1h (SLOWEST)
RECOMMENDED ACTIONS:
- Increase team capacity or redistribute territories
- Implement response time SLA (<3.5 hours)
- Customer success training program
- Weekly coaching sessions
KEY INSIGHTS & RECOMMENDATIONS
- Strong Overall Performance: Beat quarterly target by $450K (3.9%)
- Momentum Building: September strongest month (107% vs 101% in July)
- Service Excellence Correlation: Fast response = High satisfaction = Revenue
- West Region Crisis: -20% below target, urgent intervention required
- Response Time Disparity: 2.4x gap between best and worst performers
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TEMPLATE SAVED
Template ID: q3_performance_dashboard_2024_v1
Columns required: team, month, region, revenue_target, revenue_actual,
customer_sat_score, response_time_hours
About This Skill
Generate professional business reports from CSV/Excel data with automated calculations, visualizations, and reusable templates. Regenerate instantly each reporting period.
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