Sales
The Sales dashboard provides a comprehensive view of sales performance, key customers, salesperson contributions, and product trends. It helps businesses analyze revenue, cost of goods sold (COGS), and profit margins.
Benefits of this dashboard
- Track sales performance: Monitors revenue and profit trends over time.
- Analyze customer value: Identifies key accounts driving sales growth.
- Evaluate sales‑rep efficiency: Assesses individual performance to optimize sales strategies.
- Understand product demand: Highlights best‑selling products to strengthen inventory planning.
- Enable data‑driven decisions: Supports strategic sales forecasting and financial planning.
Key performance indicators (KPIs)
| KPI | Description |
|---|---|
| Net Sales | Total revenue generated from sales transactions. |
| Profit | Net earnings after deducting costs. |
Visual components
| Title | View type | Description |
|---|---|---|
| Top 5 Customers | Stacked Bar | Shows net sales, COGS, and profit for the top customers. |
| Top 5 Salespersons | Pie | Shows the percent contribution of the top sales reps. |
| Sales/Cost per Period | Combination | Compares net sales, COGS, and profit over time. |
| Sales Amount by Month | Stacked Line | Tracks monthly sales performance. |
| Top 5 Products (Net Sales) | Horizontal Bar | Shows the top products by net sales. |
Filters
You can filter the dashboard with these panels:
- Year
- Company