Power BI Dashboarding or Excel Dashboarding using Microsoft 365

To build this dashboard mechanism, here’s a structured approach to implementing your tracking, data collection, and visualization requirements:

Data Collection Forms:

Customer Experience Team Form:

Use Microsoft Forms to create fields for daily entries, including:
Outbound calls
Meaningful interactions
Meetings booked
Sample follow-ups
Forecasting sessions
Calculate conversion ratios based on these entries.
Business Development Team Form:

Set up a separate form for the business development team with fields for:
Calls made
Meetings booked
Meetings held
Include a formula to calculate the conversion ratio (meetings held vs. meetings booked).
Daily Sales Result Submission:

Design a daily submission form for sales numbers. This will allow an administrator to enter revenue numbers or other static data for the day manually.
Centralized Excel Database:

Connect the Microsoft Forms to an Excel sheet to automatically capture and organize data.
In Excel, build tables for each data set (Customer Experience, Business Development, and Daily Sales Results).
Add calculated fields to track individual and team conversion ratios and targets, and organize data for visual presentation.
Dashlets and Visuals:

In Excel, create individual dashboards (dashlets) for each tracked metric:
Activity Metrics: Display call counts, meeting counts, and sample follow-ups.
Conversion Metrics: Show the conversion ratios per metric.
Revenue Metrics: Present daily sales results.
Use charts and conditional formatting to highlight key performance indicators (KPIs), comparing team averages, targets, or individual achievements.
Display & Integration:

Share this Excel dashboard via a Microsoft Teams channel or other display platforms where it can be updated in real-time.
Set it to refresh data automatically, ensuring that daily inputs populate without requiring further data manipulation.
Once this system is set up, you’ll have a clear, independent way to track, visualize, and evaluate team performance with minimal manual intervention. Let me know if you'd like any specific assistance on creating particular charts or formulas in Excel.