Two extremely helpful tools when dealing with sales datasets are Summary Tiles and Views.
In Excel, it is best to create Summary Tiles on a separate page tab and then float the image as a linked picture on the page you need it. This way, you are not restricted to the table layout of the dataset you are working with.
See the example video below:
Once you have created the Summary Tiles, you can add a macro to filter them by the metric they are measuring.
To create a macro, go to the Developer Tab and press Record Macro
Name the Macro as Sold and store it in This Workbook
Once the macro is recording, Filter the Order Date Column by This Month
And then Stop Recording
You can then attach the Macro to the Tile by right clicking it and selecting Assign Macro
Follow the same steps to create and attach macros for Covered and Delivered
Views are similar to the filters that we attached to the Summary Tiles, but instead, the logic is attached to a button. These are useful when you want to see the data arranged in a particular way.
The example below only filters the data down to undelivered records; however, you could also hide and rearrange the columns to help suit the purpose of the view.
To create a Button, under the Developer Tab, click Insert and then select the button icon.
In the workbook example you can download below, I have created two buttons -
The purpose of the Show All button is to unfilter any of the other filters that have been applied.
You will need to use the below code example so that it doesn’t create any errors when there is no data to un-filter.
You can see that I have added the same Un-Filter code to all the other macros. This way, each macro will un-filter the dataset before applying any new logic.
You can DOWNLOAD the example workbook below which contains all the macros shown in this article.
I have kept each macro as simple as possible, but these can definitely be expanded on.
Current data indicates that the Australian automotive market is on track to surpass last year's record-breaking new car sales figures once again this year. Whil...
Like every other type of business, dealerships need great communication and team cooperation. Dealership teams, in particular, need excellent communication on b...
In today's automotive industry, achieving success is not solely reliant on the quality of vehicles but also on the adept management of data. Car dealerships ope...
Throughout history, leaderboards have inspired sales teams and other employees to excel across various businesses, including dealerships. By leveraging the conc...
In the fast-paced world of car dealerships, data is the driving force behind success. Every customer interaction, sales transaction, and service appointment gen...
Key performance indicators (KPIs) measure progress towards a specific goal. Auto dealerships can use multiple KPIs to measure and monitor business performance i...
The automotive industry in 2025 is evolving rapidly, presenting new challenges for automakers and dealerships alike. One of the most significant shifts has been...
Despite the impact caused by COVID-19, the economy is recovering. The pandemic disruption affected almost every facet of the auto industry, causing rampant auto...
To improve your processes and grow your revenue, you first need a clear picture of how your car dealership is performing. Because data never lies, dealers adopt...
The automotive industry is evolving rapidly, and sales teams must adapt to keep up with the latest trends and technologies.
©Copyright 2005-2025 SalesLogs Pty Ltd - All rights are reserved
Privacy Policy | Terms of Use