Widgets
This section describes the widgets displayed in the dashboard.
Sales Interactive Mix Analysis
This widget displays the monthly trend of sales metrics for the groups based on the values selected in the Sales Group By 1 and Sales Group By 2 options.
Interactive Mix Tabular Report
These columns are displayed in the sales interactive mix tabular report:
- 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.
- Orders
- The total number of orders.
- Qty Ordered
- The quantity of items ordered in the customer order.
- Qty Shipped
- The quantity of items shipped for the customer order.
- Margin Percentage
- The percentage of profit from sales. The value is calculated using this formula: (Profit/Sales Amount) x 100.
- Invoice Lines
- The invoice line related to the transaction.