Sales Analysis dashboard

The Sales Analysis dashboard includes KPIs for these metrics:

Gross Margin
Total Profit
Total Sales
Cost
Fill Rate

Note: The arrow trend indicators in this dashboard compare the current year to date (YTD) with the last YTD. If a filter is changed to another year, then the KPI values and trend indicators compare the selected year to its previous year.

Reports:

Sales by Sales Manager
Sales Analysis by Month
Number of Orders Trend Current vs Previous Year
Sales Trend Current vs Previous Year

You can filter the data with these standard filters:

Company
Warehouse Name
Warehouse ID
Sales Warehouse
Warehouse Division
Warehouse Product Status
Customer Name
Customer #
Vendor Name
Vendor #
Product Code
Product Line Description
Product Line
Buyer Name
Buyer
Sales Transaction Type Description
Sales Stage Code Description (Default value = Invoiced, Paid)
Inside Sales Rep Name
Outside Sales Rep Name
Warehouse Rank
Year/Month
Year/Quarter
Invoice Year (Default value = Current Year)
Sales Product Category
Sales Manager Name
Line Status Type (Default value <> c)