Performance

trackers

MADE OMNI INC

 Google Sheets

- How to create the performance tracker from

the template.
- How to check the formulas
- How to delete or hide rows / columns
- How to copy and make formulas.
- Duplicating tabs and moving them to other
sheets.
- How to fix Pie charts
OMNI FORMULAS

➢ OPEN RATE: =Open/Outbound

OMNI FORMULAS

➢ OUTBOUND SBC OFFER RATE: =Offers/Open

● Offers tracked in the performance tracker are for SBC only. Since we use it to get SBC conversion rate, and we
don’t convert people on calls, our clients’ sales teams do. Calls offers must be tracked in the OFFERS TRACKER.
OMNI FORMULAS

➢ OUTBOUND CALL OFFER RATE: =Offers/Open

● When the team does SBC and Calls and want to also get Calls Offers Rate.
OMNI FORMULAS

➢ INBOUND SBC OFFER RATE: = Offers/Inbound

OMNI FORMULAS

➢ INBOUND CALL OFFER RATE: = Offers/Inbound

OMNI FORMULAS

➢ CONVERSION RATES: =SBC/Offers

OMNI FORMULAS

➢ CONVERSION RATES: =CALLS/Offers

OMNI FORMULAS

➢ SUCCESS RATE: = Wins/Convos

OMNI FORMULAS

➢ SUCCESS RATE: = Wins/Convos

OTHER FORMULAS

➢ Total:
=SUM(cell,cell,cell) cell+cell

=SUM(cell:cell ➢ If error =IFERROR(formula,X)

PIE CHARTS

➢ Colors:
PIE CHARTS
USEFUL SHORTCUTS

➢ Ctrl+C (Windows) or Cmd+C (mac): Copy

➢ Ctrl+X (Windows) or Cmd+X (mac): Cut
➢ Ctrl+V (Windows) or Cmd+V (mac): Paste
➢ Ctrl+Shift+V (Windows) or Cmd+Shift+V (mac): Paste values
➢ Ctrl+Space (Windows) or Cmd+Space (mac): Select column
➢ Shift+Space (Windows) or Shift+Space (mac): Select row
➢ Ctrl+A (Windows) or Cmd+A (mac): Select all
➢ Ctrl+Z (Windows or Cmd+Z (mac): Undo
➢ Ctrl+F (Windows) or Cmd+F (mac): Find
➢ Ctrl+H (Windows) or Cmd+H (mac): Find and replace
➢ Shift+F11 (Windows Only): Insert a new sheet.
FORMATTING SHORTCUTS

➢ Ctrl+B (Windows) or Cmd+B (mac): Bold.

➢ Ctrl+U (Windows) or Cmd+U (mac): Underline.
➢ Ctrl+Shift+E (Windows) or Cmd+Shift+E (mac): Center align a cell.
➢ Ctrl+Shift+L (Windows) or Cmd+Shift+L (mac): Left align a cell
➢ Ctrl+Shift+R (Windows) or Cmd+Shift+R (mac): Right align a cell.
➢ Ctrl+; (Windows) or Cmd+; (mac): Insert the current date.
➢ Ctrl+Shift+1 (Windows OS/mac): Format as a decimal.
➢ Ctrl+Shift+2 (Windows/mac): Format as time.
➢ Ctrl+Shift+3 (Windows/mac): Format as a date.
➢ Ctrl+Shift+4 (Windows/mac): Format as currency.
➢ Ctrl+Shift+5 (Windows/mac): Format as a percentage.
Move Around a Spreadsheet

➢ Ctrl+Left/Right Arrow (Windows) or Ctrl+Option+Left/Right Arrow (mac): Move to

the first or last cell with data in a row.
➢ Ctrl+Up/Down Arrow (Windows) or Ctrl+Option+Up/Down Arrow (mac): Move to
the first or last cell with data in a column.
➢ Alt+Down/Up Arrow (Windows) or Option+Down/Up Arrow (mac): If you have
more than one tab, use this shortcut to move to the next or previous sheet.