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Sales

The Sales Dashboard provides insights into sales performance, salesperson contributions, transaction trends, and financial balances. This dashboard helps businesses track revenue, analyze costs, and optimize sales strategies.

Key Metrics at a Glance:​

  • Top 5 Salespersons: Identifies the top-performing sales representatives based on sales revenue.
  • Top 5 Transaction Quantities: Highlights the most frequently sold items.
  • Sales vs Cost: Compares sales revenue with cost of goods sold and profit margins.
  • Outstanding Balances: Displays overdue and current balances across different aging periods.

Visual Components:​

  • Top 5 Salespersons: A donut chart ranking the highest revenue-generating sales representatives.
  • Top 5 Transaction Quantities: A donut chart showing the most sold products.
  • Geographic Sales Distribution: A world map indicating sales performance by region.
  • Sales vs Cost: A bar and line chart tracking monthly sales, costs, and profit margins.
  • Balance Breakdown by Aging: A bar chart categorizing outstanding balances into aging periods.
  • Invoice Aging Details: A table listing overdue invoices, due dates, and outstanding amounts.

Benefits of this Dashboard:​

  • Sales Performance Tracking: Monitors key sales trends and salesperson contributions.
  • Product Demand Analysis: Identifies top-selling products to optimize inventory.
  • Financial Health Monitoring: Tracks overdue invoices and helps improve collections.
  • Geographical Insights: Visualizes sales distribution across different regions.
  • Data-Driven Decision-Making: Supports strategic sales planning and cost optimization.

Filtering​

You can filter the dashboards using these filtering panels:

  • Company
  • Year
  • Customer
  • Salesperson