Sales
The Sales dashboard provides a detailed view of sales performance, customer trends, and regional distribution. It helps businesses monitor key sales and profitability metrics, assess trends over time, and improve sales strategy.
Benefits of this dashboard
- Track sales performance: Provides visibility into total sales and profitability.
- Gain customer insights: Identifies top customers contributing to revenue growth.
- Understand regional sales distribution: Highlights sales performance across different locations.
- Evaluate sales team effectiveness: Assesses the impact of individual sales representatives.
- Monitor product performance: Analyzes which product categories generate the most revenue.
- Review sales trends: Tracks monthly sales and profit patterns to inform business strategy.
Key performance indicators (KPIs)
| KPI | Description |
|---|---|
| Sales Net | Total revenue generated from sales. |
| Sales Profit | Net profit after deducting costs. |
| Gross Sales Margin | Percentage of revenue retained as profit. |
Visual components
| Title | View type | Description |
|---|---|---|
| Top 5 Customers | Horizontal Bar | Shows the five customers with the highest sales revenue. |
| Sales by Area | Pie | Shows sales distribution by area. |
| Top 5 Sales Reps | Horizontal Bar | Ranks sales representatives by total sales. |
| Sales by Item Group | Tree Map | Shows sales performance by item group. |
| Net Sales vs Profit by Month | Vertical Bar | Compares net sales and profit by month. |
Filters
You can filter the dashboard with these panels:
- Company Code
- Year
- Invoice Period
- Area Code
- Item Group
- Customer Group