Sales Manager dashboard

Sales Manager dashboard

The Sales Manager dashboard includes KPIs for these metrics:

  • Sales
  • Commission Cost
  • Commission Margin
  • Commission Margin %
  • Commission Amount
  • Number of Orders
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 Outside Sales Rep
  • Number of Orders
  • Sales Measure Trend

You can filter the data with these standard filters:

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