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Sales Dashboard

The Sales Dashboard provides a comprehensive view of sales performance, key customers, salesperson contributions, and product trends. This dashboard helps businesses analyze revenue, cost of goods sold (COGS), and profit margins.

Key Metrics at a Glance:

  • Net Sales: The total revenue generated from sales transactions.
  • Profit: The net earnings after deducting costs.
  • Top 5 Customers: Identifies the most valuable customers based on revenue.
  • Top 5 Salespersons: Highlights the highest-performing sales representatives.

Visual Components:

  • Top 5 Customers: A stacked bar chart displaying net sales, COGS, and profit for key customers.
  • Top 5 Salespersons: A pie chart showcasing the percentage contribution of top sales reps.
  • Sales/Cost per Period: A bar and line chart comparing net sales, COGS, and profit over time.
  • Sales Amount by Month: A trend line chart tracking monthly sales performance.
  • Top 5 Products (Net Sales): A bar chart highlighting the best-selling products based on revenue.

Benefits of this Dashboard:

  • Sales Performance Tracking: Monitors revenue and profit trends over time.
  • Customer Value Analysis: Identifies key accounts driving sales growth.
  • Sales Rep Efficiency: Evaluates individual performance to optimize sales strategies.
  • Product Demand Insights: Highlights best-selling products to improve inventory planning.
  • Data-Driven Decision-Making: Supports strategic sales forecasting and financial planning.

Filtering

You can filter the dashboards using these filtering panels:

  • Year
  • Company