Sales Analysis Summary Dashboard

Use the sales analysis summary dashboard to view a concise, high-level view of sales performance across the organization. This dashboard is used to monitor the performance to quickly identify the leaders, trends, and areas requiring attention.

This dashboard is also used to identify the top-performing entities based on the defined KPIs and supports strategic evaluation of performance across multiple dimensions such as Site, Warehouse, Customer, Item, Salesperson, and Product Code.

These are the filters in this dashboard:

  • Entity
  • Site
  • Warehouse
  • Year
  • Year/Month
  • Customer
  • Customer Order
  • Item
  • Customer Order Type
  • Customer Order Status
  • Customer Order Line Status
  • Sales Manager
  • Sales person
  • Sales channel

The By Attribute section is used to group the sales analysis data. You can group the data by these attributes:

  • Site
  • Warehouse
  • Customer
  • Item
  • Sales Person
  • Product Code