Video Tutorial on Building Customer Engagement and Sales Metrics Report in Excel

Welcome to Other Levels. In today's video, we're continuing our journey in building the customer engagement and sales metrics report using Microsoft Excel. This report will help you visualize key sales insights and track customer engagement effectively.

Resources

• Visit other-levels.com to download the templates and data sets used in this tutorial.

Steps to Create the Report

1. Insert a Rounded Rectangular Shape

   • Use the shape as a background to highlight total sales.
   • Fill it with a blue gradient color for a professional look.

2. Enhance the Visibility of Sales Numbers

   • Increase the font size of the total sales value.
   • Add a transparent currency symbol inside the shape.

3. Top 20 Customers Section

   • Duplicate the shape but remove the fill color.
   • Adjust the outline width to 0.5 for subtlety.
   • Arrange all charts and values within this shape for a clean, structured layout.
   • Align colors and designs with your company's official branding.

4. Personalize the Dashboard

   • Add the report title and company logo.

5. Enhance Navigation

   • Insert buttons and use hyperlink features for smooth sheet transitions.

6. Visual Consistency

   • Adjust cell colors on the right and left sides to match the top report colors.
   • Format table headers with distinct colors and font sizes for readability.

Conclusion

This tutorial aims to improve your Excel reporting skills. Don't forget to visit other-levels.com to download the resources used in this video. Thank you for watching and see you in the next video.

##Note: All steps are accompanied by background music to maintain engagement and pacing of the tutorial.