Sales Overview widget
View key sales numbers for the selected date range, or click
to view details in each area (Shipments, Order Bookings, Late Orders, Pipeline, or Opportunities).Filters: Select a multi-site group to display this information for all sites in that group. Select a start and end date or use the defaults of today -30 and today +30.
Summary and detail information is available in each section.
Shipments
View: You can group and sum the information in the grid by site, product code, or item.
Calculations:
- Total Revenue: Sum of the Net Price values in the grid.
- Total Margin: Sum of the Margin values in the grid.
Order Bookings
View: You can group and sum the information in the grid by salesperson, product code, or site.
Calculations:
- Total Revenue: Sum of the Net Price values in the grid.
- Total Margin: Sum of the Net Margin values in the grid.
Late Orders
Calculation: Total Revenue: Sum of the Revenue values in the grid.
Pipeline
This data is not shown across sites.
View: You can group and sum the information in the grid by salesperson, territory, or stage.
Calculation: Pipeline Value: Sum of the Pipeline Values in the grid.
Opportunities
This data is not shown across sites.
Win % indicates the win percentage for the opportunities in the grid.