Performance Tracker
Manager dashboard in under 3 minutes
Sales managers spend hours every week manually pulling reports, cross-referencing activity data, calculating scores, and building dashboards. The process is error-prone, inconsistent, and takes time away from actually coaching reps.
A 38-sheet Excel/VBA workbook that imports raw manager reports, automatically calculates composite performance scores, generates visual dashboards, and produces forecasts — all in under 3 minutes with one button click. Runs entirely in Microsoft 365 with no external dependencies.
How It Works
Composite Scoring Engine
Activity (50%) + Funnel (25%) + Attainment (25%) weighted scoring. Green >= 80, Yellow 60-79, Red < 60. Role-specific quotas for EAM, EAE, and Launch reps.
Fiscal Month Alignment
All calculations align to the 29th-to-28th fiscal month cycle, not calendar months. Automatically handles month boundaries, partial weeks, and YTD aggregation from 2023-2026.
Forms Pipeline
Microsoft Forms captures field data, Power Automate routes submissions to OneDrive Excel, and a VBA macro imports and validates on demand. Zero manual data entry.
Sales Cascade Forecasting
Automatically rolls up rep-level forecasts to team-level. Handles ramping reps with adjusted quotas. Auto-removes forecast entries when deals close.
Key Features
One-Click Import
Imports raw manager reports and recalculates all scores, rankings, and dashboards in a single button press. No manual copy-pasting or formula dragging.
Role-Specific Quotas
EAM ($2,650/wk funnel), EAE ($2,500/wk funnel), Launch (no funnel). Ramping reps get adjusted targets. Team total quota: $12,240/month.
Visual Dashboards
Color-coded performance grids, trend charts, and ranking tables. Toggle between individual rep and team-level views without changing the underlying structure.
Zero Dependencies
Pure VBA — no plugins, no external services, no internet required. Works on any corporate laptop with Microsoft 365 and macros enabled.
Tech Stack
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