FINANCIAL DASHBOARD TEMPLATE

PRODUCT STATISTICS
$400,000

$350,000

$300,000

$250,000

$200,000

$150,000

$100,000

$50,000

1 EST ACT 2 EST ACT 3 EST ACT 4 EST ACT 5 EST ACT 1 EST ACT 2 EST ACT 3 EST ACT 4 EST ACT 5 EST ACT 1 EST ACT 2 EST ACT 3 EST ACT 4 EST ACT 5 EST ACT 1 EST ACT 2 EST ACT 3 EST ACT 4 EST ACT 5 EST ACT
$-
2024 Q1 2024 Q2 2024 Q3 2024 Q4

1 EST ACT 2 EST ACT 3 EST ACT 4 EST ACT 5 EST ACT

SALES REP STATISTICS

$600,000
$570,834 $569,399
$550,156
$524,445

$500,000 $489,945
$478,834
$467,489 $462,312 $464,277
$447,324
$437,385 $445,048

$400,000
$359,115 $367,289
$353,571 $353,487
$311,880
$300,000 $280,368 $271,904
$253,563
$229,114
$212,586 $204,328 $206,970
$200,000 $179,432 $180,496 $169,257
$166,070 $173,060
$153,279
$128,554 $138,175
$115,337 $111,847
$102,721 $100,822
$100,000
$69,305
$36,047 $38,136
$24,132

$-
2024 Q1 2024 Q2 2024 Q3 2024 Q4

Rep1 EST ACT Rep2 EST ACT Rep3 EST ACT Rep4 EST ACT Rep5 EST ACT

REGIONAL ACTUAL PRODUCT REVENUE: ESTIMATE vs. ACTUAL

$1,300,000

$1,262,666
$1,200,000 $1,239,189

$1,182,849 $1,190,619

$1,100,000
$1,102,544 $1,100,591 $1,107,533

$1,070,120

$1,000,000 $1,036,160

$900,000
$906,022

$800,000

$700,000
Prod1 Prod2 Prod3 Prod4 Prod5 Prod1 Prod2 Prod3 Prod4 Prod5
EST ACT
EAST MIDWEST MOUNTAIN WEST OUTSIDE U.S.
 $700,000
Prod1 Prod2 Prod3 Prod4 Prod5 Prod1 Prod2 Prod3 Prod4 Prod5
EST ACT
EAST MIDWEST MOUNTAIN WEST OUTSIDE U.S.

PRODUCT STATISTICS

PRODUCT: 1 2 3 4 5

EST ACT EST ACT EST ACT EST ACT EST ACT
2024 Q1 $ 236,047 $ 328,554 $ 350,156 $ 370,834 $ 229,432 $ 330,368 $ 238,175 $ 266,070 $ 209,115 $ 217,289
2024 Q2 $ 373,060 $ 238,136 $ 369,399 $ 247,324 $ 321,904 $ 279,114 $ 202,721 $ 353,563 $ 317,489 $ 312,312
2024 Q3 $ 224,132 $ 300,822 $ 278,834 $ 237,385 $ 230,496 $ 219,257 $ 253,279 $ 312,586 $ 203,571 $ 203,487
2024 Q4 $ 269,305 $ 315,337 $ 264,277 $ 245,048 $ 254,328 $ 361,880 $ 211,847 $ 306,970 $ 339,945 $ 374,445
2025 Q1 $ 265,397 $ 279,008 $ 203,006 $ 295,389 $ 272,263 $ 355,419 $ 369,314 $ 315,718 $ 209,938 $ 219,249
2025 Q2 $ 214,079 $ 206,019 $ 276,987 $ 215,804 $ 333,645 $ 231,510 $ 201,224 $ 368,630 $ 283,545 $ 256,277
2025 Q3 $ 370,191 $ 238,294 $ 330,315 $ 330,443 $ 238,392 $ 237,430 $ 239,792 $ 255,108 $ 316,367 $ 358,836
2025 Q4 $ 266,843 $ 242,323 $ 307,477 $ 262,512 $ 294,097 $ 257,680 $ 271,096 $ 297,354 $ 237,669 $ 329,028
2026 Q1 $ 333,891 $ 373,211 $ 367,605 $ 275,933 $ 311,437 $ 310,001 $ 311,980 $ 261,561 $ 368,253 $ 239,239
2026 Q2 $ 361,538 $ 221,230 $ 219,260 $ 286,799 $ 363,069 $ 345,938 $ 330,582 $ 305,161 $ 359,164 $ 273,336
2026 Q3 $ 366,148 $ 250,642 $ 247,384 $ 261,725 $ 355,288 $ 372,337 $ 227,105 $ 292,324 $ 220,999 $ 371,793
2026 Q4 $ 247,289 $ 356,598 $ 356,231 $ 241,362 $ 245,378 $ 306,497 $ 311,364 $ 316,546 $ 328,992 $ 337,297
2026 Q1 $ 339,097 $ 355,645 $ 242,995 $ 270,315 $ 302,928 $ 286,995 $ 295,710 $ 350,544 $ 315,825 $ 226,109
2026 Q2 $ 353,880 $ 369,083 $ 219,374 $ 341,843 $ 327,922 $ 293,654 $ 349,800 $ 236,626 $ 241,620 $ 356,883
2026 Q3 $ 256,889 $ 329,865 $ 269,242 $ 298,128 $ 210,889 $ 355,304 $ 225,215 $ 350,550 $ 333,379 $ 267,773
2026 Q4 $ 337,266 $ 234,661 $ 305,799 $ 313,098 $ 314,389 $ 213,005 $ 271,494 $ 324,007 $ 360,689 $ 217,830
$ 4,815,052 $ 4,639,428 $ 4,608,341 $ 4,493,942 $ 4,605,857 $ 4,756,389 $ 4,310,698 $ 4,913,318 $ 4,646,560 $ 4,561,183
TOTAL EST $ 22,986,508 TOTAL ACTUAL $ 23,364,260

SALES REP STATISTICS

Rep1 Rep2 Rep3 Rep4 Rep5

EST ACT EST ACT EST ACT EST ACT EST ACT
2024 Q1 $ 36,047 $ 128,554 $ 550,156 $ 570,834 $ 179,432 $ 280,368 $ 138,175 $ 166,070 $ 359,115 $ 367,289
2024 Q2 $ 173,060 $ 38,136 $ 569,399 $ 447,324 $ 271,904 $ 229,114 $ 102,721 $ 253,563 $ 467,489 $ 462,312
2024 Q3 $ 24,132 $ 100,822 $ 478,834 $ 437,385 $ 180,496 $ 169,257 $ 153,279 $ 212,586 $ 353,571 $ 353,487
2024 Q4 $ 69,305 $ 115,337 $ 464,277 $ 445,048 $ 204,328 $ 311,880 $ 111,847 $ 206,970 $ 489,945 $ 524,445
2025 Q1 $ 65,397 $ 79,008 $ 403,006 $ 495,389 $ 222,263 $ 305,419 $ 269,314 $ 215,718 $ 359,938 $ 369,249
2025 Q2 $ 14,079 $ 6,019 $ 476,987 $ 415,804 $ 283,645 $ 181,510 $ 101,224 $ 268,630 $ 433,545 $ 406,277
2025 Q3 $ 170,191 $ 38,294 $ 530,315 $ 530,443 $ 188,392 $ 187,430 $ 139,792 $ 155,108 $ 466,367 $ 508,836
2025 Q4 $ 66,843 $ 42,323 $ 507,477 $ 462,512 $ 244,097 $ 207,680 $ 171,096 $ 197,354 $ 387,669 $ 479,028
2026 Q1 $ 133,891 $ 173,211 $ 567,605 $ 475,933 $ 261,437 $ 260,001 $ 211,980 $ 161,561 $ 518,253 $ 389,239
2026 Q2 $ 161,538 $ 21,230 $ 419,260 $ 486,799 $ 313,069 $ 295,938 $ 230,582 $ 205,161 $ 509,164 $ 423,336
2026 Q3 $ 166,148 $ 50,642 $ 447,384 $ 461,725 $ 305,288 $ 322,337 $ 127,105 $ 192,324 $ 370,999 $ 521,793
2026 Q4 $ 47,289 $ 156,598 $ 556,231 $ 441,362 $ 195,378 $ 256,497 $ 211,364 $ 216,546 $ 478,992 $ 487,297
2027 Q1 $ 139,097 $ 155,645 $ 442,995 $ 470,315 $ 252,928 $ 236,995 $ 195,710 $ 250,544 $ 465,825 $ 376,109
2027 Q2 $ 153,880 $ 169,083 $ 419,374 $ 541,843 $ 277,922 $ 243,654 $ 249,800 $ 136,626 $ 391,620 $ 506,883
2027 Q3 $ 56,889 $ 129,865 $ 469,242 $ 498,128 $ 160,889 $ 305,304 $ 125,215 $ 250,550 $ 483,379 $ 417,773
2027 Q4 $ 137,266 $ 34,661 $ 505,799 $ 513,098 $ 264,389 $ 163,005 $ 171,494 $ 224,007 $ 510,689 $ 367,830
$ 1,615,052 $ 1,439,428 $ 7,808,341 $ 7,693,942 $ 3,805,857 $ 3,956,389 $ 2,710,698 $ 3,313,318 $ 7,046,560 $ 6,961,183
TOTAL EST $ 22,986,508 TOTAL ACTUAL $ 23,364,260

REGIONAL STATISTICS

EAST MIDWEST MOUNTAIN WEST OUTSIDE U.S.

EST ACT EST ACT EST ACT EST ACT EST ACT
2024 Q1 $ 336,047 $ 428,554 $ 425,156 $ 445,834 $ 129,432 $ 230,368 $ 363,175 $ 391,070 $ 9,115 $ 17,289
2024 Q2 $ 473,060 $ 338,136 $ 444,399 $ 322,324 $ 221,904 $ 179,114 $ 327,721 $ 478,563 $ 117,489 $ 112,312
2024 Q3 $ 324,132 $ 400,822 $ 353,834 $ 312,385 $ 130,496 $ 119,257 $ 378,279 $ 437,586 $ 3,571 $ 3,487
2024 Q4 $ 369,305 $ 415,337 $ 339,277 $ 320,048 $ 154,328 $ 261,880 $ 336,847 $ 431,970 $ 139,945 $ 174,445
2025 Q1 $ 365,397 $ 379,008 $ 278,006 $ 370,389 $ 172,263 $ 255,419 $ 494,314 $ 440,718 $ 9,938 $ 19,249
2025 Q2 $ 314,079 $ 306,019 $ 351,987 $ 290,804 $ 233,645 $ 131,510 $ 326,224 $ 493,630 $ 83,545 $ 56,277
2025 Q3 $ 470,191 $ 338,294 $ 405,315 $ 405,443 $ 138,392 $ 137,430 $ 364,792 $ 380,108 $ 116,367 $ 158,836
2025 Q4 $ 366,843 $ 342,323 $ 382,477 $ 337,512 $ 194,097 $ 157,680 $ 396,096 $ 422,354 $ 37,669 $ 129,028
2026 Q1 $ 433,891 $ 373,211 $ 442,605 $ 350,933 $ 211,437 $ 210,001 $ 436,980 $ 386,561 $ 168,253 $ 39,239
2026 Q2 $ 461,538 $ 321,230 $ 294,260 $ 361,799 $ 263,069 $ 245,938 $ 455,582 $ 430,161 $ 159,164 $ 73,336
2026 Q3 $ 466,148 $ 350,642 $ 322,384 $ 336,725 $ 255,288 $ 272,337 $ 352,105 $ 417,324 $ 20,999 $ 171,793
2026 Q4 $ 347,289 $ 456,598 $ 431,231 $ 316,362 $ 145,378 $ 206,497 $ 436,364 $ 441,546 $ 128,992 $ 137,297
2027 Q1 $ 439,097 $ 455,645 $ 317,995 $ 345,315 $ 202,928 $ 186,995 $ 420,710 $ 475,544 $ 115,825 $ 26,109
2027 Q2 $ 453,880 $ 469,083 $ 294,374 $ 416,843 $ 227,922 $ 193,654 $ 474,800 $ 361,626 $ 41,620 $ 156,883
2027 Q3 $ 356,889 $ 429,865 $ 344,242 $ 373,128 $ 110,889 $ 255,304 $ 350,215 $ 475,550 $ 133,379 $ 67,773
2027 Q4 $ 437,266 $ 334,661 $ 380,799 $ 388,098 $ 214,389 $ 113,005 $ 396,494 $ 449,007 $ 160,689 $ 17,830
$ 6,415,052 $ 6,139,428 $ 5,808,341 $ 5,693,942 $ 3,005,857 $ 3,156,389 $ 6,310,698 $ 6,913,318 $ 1,446,560 $ 1,361,183
TOTAL EST $ 22,986,508 TOTAL ACTUAL $ 23,264,260

PRODUCT STATISTICS

EST ACT

Prod1 Prod2 Prod3 Prod4 Prod5 Prod1 Prod2 Prod3 Prod4 Prod5
2024 $ 1,102,544 $ 1,262,666 $ 1,036,160 $ 906,022 $ 1,070,120 $ 1,182,849 $ 1,100,591 $ 1,190,619 $ 1,239,189 $ 1,107,533
2025 $ 1,116,510 $ 1,117,785 $ 1,138,397 $ 1,081,426 $ 1,047,519 $ 965,644 $ 1,104,148 $ 1,082,039 $ 1,236,810 $ 1,163,390
2026 $ 1,308,866 $ 1,190,480 $ 1,275,172 $ 1,181,031 $ 1,277,408 $ 1,201,681 $ 1,065,819 $ 1,334,773 $ 1,175,592 $ 1,221,665
2027 $ 1,287,132 $ 1,037,410 $ 1,156,128 $ 1,142,219 $ 1,251,513 $ 1,289,254 $ 1,223,384 $ 1,148,958 $ 1,261,727 $ 1,068,595

SALES REP STATISTICS

EST ACT

Rep1 Rep2 Rep3 Rep4 Rep5 Rep1 Rep2 Rep3 Rep4 Rep5
2024 $ 302,544 $ 2,062,666 $ 836,160 $ 506,022 $ 1,670,120 $ 382,849 $ 1,900,591 $ 990,619 $ 839,189 $ 1,707,533
2025 $ 316,510 $ 1,917,785 $ 938,397 $ 681,426 $ 1,647,519 $ 165,644 $ 1,904,148 $ 882,039 $ 836,810 $ 1,763,390
2026 $ 508,866 $ 1,990,480 $ 1,075,172 $ 781,031 $ 1,877,408 $ 401,681 $ 1,865,819 $ 1,134,773 $ 775,592 $ 1,821,665
2027 $ 487,132 $ 1,837,410 $ 956,128 $ 742,219 $ 1,851,513 $ 489,254 $ 2,023,384 $ 948,958 $ 861,727 $ 1,668,595

REGIONAL STATISTICS

EST ACT

EAST MIDWEST MOUNTAIN WEST OUTSIDE U.S. EAST MIDWEST MOUNTAIN WEST OUTSIDE U.S.
2024 $ 1,502,544 $ 1,562,666 $ 636,160 $ 1,406,022 $ 270,120 $ 1,582,849 $ 1,400,591 $ 790,619 $ 1,739,189 $ 307,533
2025 $ 1,516,510 $ 1,417,785 $ 738,397 $ 1,581,426 $ 247,519 $ 1,365,644 $ 1,404,148 $ 682,039 $ 1,736,810 $ 363,390
2026 $ 1,708,866 $ 1,490,480 $ 875,172 $ 1,681,031 $ 477,408 $ 1,501,681 $ 1,365,819 $ 934,773 $ 1,675,592 $ 421,665
2027 $ 1,687,132 $ 1,337,410 $ 756,128 $ 1,642,219 $ 451,513 $ 1,689,254 $ 1,523,384 $ 748,958 $ 1,761,727 $ 268,595
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