Sales
The Sales Dashboard provides a detailed overview of sales performance, customer insights, and regional distribution. It helps businesses monitor key financial metrics, assess sales trends, and optimize sales strategies.
Key Metrics at a Glance:
- Sales Net: The total revenue generated from sales.
- Sales Profit: The net profit after deducting costs.
- Gross Sales Margin: The percentage of revenue retained as profit.
Visual Components:
- Top 5 Customers: A bar chart displaying the highest revenue-generating customers.
- Sales by Area: A pie chart showing sales distribution across different geographical regions.
- Top 5 Sales Reps: A bar chart ranking sales representatives by their total sales contributions.
- Sales by Item Group: A treemap visualizing sales performance across different product categories.
- Net Sales vs Profit by Month: A bar chart comparing sales revenue and profit over time.
Benefits of this Dashboard:
- Sales Performance Tracking: Provides visibility into total sales and profitability.
- Customer Insights: Identifies top customers contributing to revenue growth.
- Regional Sales Distribution: Highlights sales performance across different locations.
- Sales Team Evaluation: Assesses the effectiveness of sales representatives.
- Product Performance Monitoring: Helps analyze which product categories generate the most revenue.
- Trend Analysis: Tracks monthly sales and profit trends to inform business strategy.
Filtering
You can filter the dashboards using these filtering panels:
- Company
- Year
- Invoice Period
- Area Code
- Item Group
- Customer Group