Sales
The Sales dashboard provides visibility into sales performance, top customers and products, profitability, and salesperson contribution. It helps organizations track revenue, review trends, and improve sales strategy.
Benefits of this dashboard
- Track sales performance: Monitors revenue and profit trends over time.
- Understand customer profitability: Identifies high‑value customers to support targeted engagement.
- Analyze product performance: Highlights top‑selling products to optimize inventory and pricing strategies.
- View regional sales distribution: Provides geographic insights into sales performance.
- Evaluate sales team impact: Assesses salesperson contributions to overall revenue.
Key performance indicators (KPIs)
| KPI | Description |
|---|---|
| Invoice/Credit Quantity | Total number of invoice and credit transactions. |
| Invoice/Credit Amount | Total value of sales transactions. |
| Realized Profit | Net profit earned from sales. |
| Performance per Quarter | Margin percentage and margin amount by quarter. |
Visual components
| Title | View type | Description |
|---|---|---|
| Top 10 Customers | Horizontal Bar | Shows the customers with the highest sales amount. |
| Top 10 Products | Horizontal Bar | Shows the products with the highest invoice/credit amount. |
| Monthly Sales | Line | Tracks sales performance by month. |
| Sales Map | Map | Shows sales performance by region. |
| Sales by Salesperson | Doughnut | Shows sales contribution by salesperson. |
Filters
You can filter the dashboard with these panels:
- Calendar Year
- Calendar Period