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Sales Manager Dashboard

The Sales Manager Dashboard provides an in-depth analysis of sales performance, customer profitability, and sales trends. It enables sales managers to track sales activities, monitor key accounts, and optimize sales strategies.

Key Metrics:​

  • Top 5 Customers by Sales Profit: A bar chart displaying the most profitable customers.
  • Sales by Territories: A pie chart showing sales distribution across different regions.
  • Top 5 Sales Persons: A ranked bar chart of the highest-performing sales representatives.
  • Sales by Category and Item: A treemap illustrating sales distribution by product category.
  • Net Sales vs Profit by Period: A time-series chart comparing net sales and profit trends.

Visual Components:​

  • Bar Chart for Customer Profitability: Highlights customers with the highest sales profits.
  • Pie Chart for Territory Sales: Provides a geographical breakdown of sales contributions.
  • Salesperson Performance Analysis: Identifies top-performing sales representatives.
  • Treemap for Sales Categories: Shows sales volume distribution across product categories.
  • Time-Series Chart for Sales & Profit Trends: Tracks performance over different periods.

Benefits:​

  • Optimized Sales Performance: Identifies top sales reps and key customers driving revenue.
  • Improved Territory Management: Analyzes sales trends by region for better coverage planning.
  • Enhanced Profitability Tracking: Monitors sales margins and highlights areas of improvement.
  • Data-Driven Decision Making: Provides actionable insights to improve sales strategies.
  • Trend Analysis for Sales Growth: Tracks sales performance over time for forecasting.

Filtering​

You can filter the dashboards using these filtering panels:

  • Fiscal Year