Sales Interactive Cross-Tab Dashboard
Use the sales interactive cross-tab dashboard to analyze sales performance by combining the grouping dimensions with sales metrics to create an interactive matrix.
This dashboard is used as a flexible workspace instead of a fixed report. You can control the grouping hierarchy which provide deeper insights into sales behaviour, profitability drivers, and operational performance.
The data in the sales interactive cross-tab dashboard is grouped using two selectors. You can select a value in the option to define the first level grouping and then select a value in the option to perform a second level grouping within each group of the first level.
These are the possible values for and options:
- Site
- Warehouse
- Customer
- Sales Manager
- Item
- Product Code
These are the filters in this dashboard:
- Entity
- Site
- Warehouse
- Year
- Year/Month
- Sales Manager
- Sales Person
- Customer
- Customer Order
- Item
- Sales Channel
- Customer Order Type
- Customer Order Status
- Customer Order Line Status
These columns are displayed in the sales interactive cross tab dashboard:
- Extended Price
- The extended price of the item.
- CO Header Discount
- The total discount applied to sales transactions. The value is calculated using this formula: Sum (Discount Value)
- Net Sales
- The total amount of sales transactions. The value is calculated using this formula: Sum (Invoice Line Amount)
- Cost
- The total cost related to the corresponding sales transaction. The value is calculated using this formula: Sum (Invoice Line Cost Amount)
- Profit
- The absolute profit from sales. The value is calculated using this formula: Sales Amount – Cost
- Margin Percentage
- The percentage of profit from sales. The value is calculated using this formula: (Profit/Sales Amount) x 100