Skip to main content

Sales

The Sales Dashboard provides insights into sales performance, top customers and products, profitability, and salesperson contributions. This dashboard helps organizations track revenue, analyze trends, and optimize sales strategies.

Key Metrics at a Glance:​

  • Invoice/Credit Quantity: The total number of invoices and credit transactions.
  • Invoice/Credit Amount: The total value of all sales transactions.
  • Realized Profit: The net profit earned from sales.
  • Performance per Quarter: The margin % and amount for each quarter.

Visual Components:​

  • Top 10 Customers: A bar chart showing the highest revenue-generating customers.
  • Top 10 Products: A bar chart displaying the most profitable products based on invoice/credit amount.
  • Monthly Sales Trend: A line chart tracking monthly sales performance.
  • Sales Distribution Map: A geographical map showing sales performance by region.
  • Salesperson Ratio: A donut chart representing the sales contribution by different sales representatives.

Benefits of this Dashboard:​

  • Sales Performance Tracking: Monitors revenue and profit trends over time.
  • Customer Profitability Insights: Identifies the most valuable customers for targeted engagement.
  • Product Performance Analysis: Highlights top-selling products to optimize inventory and pricing strategies.
  • Regional Sales Distribution: Provides geographic insights into sales performance.
  • Sales Team Evaluation: Helps assess salesperson contributions to overall revenue.

Filtering​

You can filter the dashboards using these filtering panels:

  • Calendar Year
  • Calendar Period