Sales and Receivable Analysis dashboard

Sales and Receivable Analysis Dashboard

The Sales and Receivable Analysis dashboard consists of these KPIs:

  • Total Profit
  • Total Sales
  • Gross Margin %
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.


  • Sales Map View
  • Sales Trend
  • Top 10 Customer Sales Amount


  • Company ID
  • Customer Name
  • Customer Type
  • Transaction Type (Default value = Invoice)
  • Outside Sales Rep
  • Invoice Year (Default value = Current Year)
  • Year/Month
  • Year/Quarter