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Sales Executive Dataset Example

This dataset represents a practical B2B sales execution scenario where operations and planning are analyzed together. The orders sheet captures day-to-day commercial activity across regions, channels, managers, and product lines, while the targets sheet stores monthly goals for revenue and margin. Together, these sheets are useful for building dashboards that compare actual results against planned targets, detect underperforming regions, and evaluate whether discounting strategy is improving or hurting gross margin quality.

It is a strong example for demos because it supports both simple widgets (total revenue, average margin) and more advanced workflows (target variance analysis, regional drill-down, and channel mix diagnostics) without requiring custom preprocessing.

Main fields

  • orders: order_id, order_date, region, channel, sales_manager, product_line, units, unit_price, discount_rate, revenue, cost, gross_margin
  • targets: year, month, region, revenue_target, margin_target

Input file

sales-executive.xlsx

Screencast

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Export result XLSX

sales-executive-2026-04-22.xlsx