Sales Dashboard
The Sales dashboard summarizes key sales performance metrics in six charts. Each metric is linked to a detailed report. To access the linked report, click the heading of the metric.
With the exception of Sales Order Bookings Last 7 Days, each metric displays sales results for the previous calendar month, with reference to the current date. To display results for a different period, click the date, or currency scale, in the dashboard title to display the Edit Settings dialog.
See Edit Settings.
With the exception of Sales Results in previous month, all metrics represent Net Amount/Revenue. Net Amount/Revenue is Gross Amount/Revenue less Discounts. The Sales Results in previous month metric compares Gross Profit, Discounts and Cost of Goods Sold.
Each metric shows values for All locations. With the exception of the Sales Order Bookings metric, each metric shows values for the Revenue Origin selected in the Edit Settings dialog. The Sales Order Bookings metric is linked to Not Applicable in the Revenue Origin dimension.
The Sales dashboard displays these metrics:
- Top 10 Customers in previous month
- This metric lists the top ten customers in terms of the net amount of revenue generated from each customer from invoices to customers.
- Top 10 Items in previous month
- This metric lists the top ten Items in terms of the net amount of revenue generated by each Item from invoices to customers.
- Top 10 Sales Representatives in previous month
- This metric lists the top ten sales representatives in terms of the net amount of revenue generated by each sales representative from invoices to customers.
- Item Distribution in previous month
- This metric displays, in a pie chart, the top ten Item lines in terms of the net amount of revenue generated by each Item line from invoices to customers.
- Sales Order Bookings Last 7 Days
- This metric displays, in a stacked column chart, the Net Amount value of new sales orders received in each of the last seven days. The bar for each day displays the proportion of the day's total which is contributed by each of the top three Item lines. The top stack of each bar shows the proportion contributed by all other Item lines combined.
- Sales Results in previous month
- This metric displays, for the previous month:
- Cost of goods sold
- Discounts
- Gross profit