Sales Analysis
The Sales Analysis dashboard provides visibility into revenue, profit margins, and sales performance by region, customer, and product. It helps sales and finance teams monitor financial performance, identify key revenue drivers, and improve sales strategy.
Benefits of this dashboard
- Gain regional sales insights: Identifies the best‑performing states and regions for targeted sales strategies.
- Analyze customer profitability: Helps track high‑value customers and strengthen customer relationships.
- Track product performance: Highlights top‑selling products to improve inventory and sales focus.
- Monitor financial performance: Tracks revenue trends and profit margins to support better decisions.
- Enable data‑driven decisions: Supports strategic business planning and revenue optimization.
Key performance indicators (KPIs)
| KPI | Description |
|---|---|
| Sales Amount | Total revenue generated from sales. |
| Profit Margin | Total profit earned after deducting costs. |
| Profit Margin % | Profit as a percentage of total sales. |
Visual components
| Title | View type | Description |
|---|---|---|
| Sales Volume by State (USA) | Map | Shows sales distribution by U.S. state. |
| Revenue & Profit | Combination | Shows revenue, profit, and profit margin percentage over time. |
| Revenue by Customers | Worksheet | Shows sales amount, quantity ordered, and profit by customer. |
| Revenue & Profit by Product (Top 10) | Combination | Shows the top 10 products by revenue and profit contribution. |
Filters
You can filter the dashboard with these panels:
- Year
- Company
- Customer
- Salesperson