Sales
The Sales dashboard provides visibility into sales performance, salesperson contribution, transaction trends, and receivables balances. It helps sales and finance teams track revenue, analyze costs, and improve sales strategy and collections.
Benefits of this dashboard
- Track sales performance: Monitors key sales trends and salesperson contributions.
- Analyze product demand: Identifies top‑selling products to optimize inventory.
- Monitor financial health: Tracks overdue invoices and supports improved collections.
- Gain geographical insights: Visualizes sales distribution across different regions.
- Enable data‑driven decisions: Supports strategic sales planning and cost optimization.
Visual components
| Title | View type | Description |
|---|---|---|
| Top 5 Sales person | Doughnut | Ranks the sales representatives with the highest sales revenue. |
| Top 5 Transaction Quantity | Doughnut | Shows the items with the highest transaction quantities to highlight the most frequently sold products. |
| Geographic Sales Distribution | Map | Displays sales performance by region. |
| Sales vs Cost | Combination | Compares monthly sales revenue, cost of goods sold, and profit margin. |
| Outstanding Balances | Worksheet | Shows current and overdue balances by aging bucket. |
| Balance Breakdown by Aging | Vertical Bar | Groups outstanding balances by aging period. |
| Invoice Aging Details | Worksheet | Lists invoice aging details, including due date and outstanding amount. |
Filters
You can filter the dashboard with these panels:
- Company
- Year
- Customer
- Salesperson