Sales Analysis dashboard

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.


  • 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)