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Sales Manager

The Sales Dashboard provides a comprehensive view of sales performance, customer behavior, and financial trends. It helps sales managers track revenue, compare performance against previous periods, and analyze key sales drivers such as top customers, product categories, and sales representatives.

Key Performance Indicators (KPIs)​

  • Sales Ledger Amount: The total recorded sales amount, providing an overview of overall revenue performance.
  • Orders Transaction Amount (LY): The total value of sales transactions from last year, used for comparison with the current period.
  • Orders Transaction Amount: The total value of completed sales transactions in the current period.
  • Top 5 Customers by Quantity Sales: Identifies the highest-volume customers based on the number of units purchased, helping optimize customer engagement strategies.
  • Top 5 Product Categories by Sales: Highlights the best-performing product categories, aiding in inventory planning and marketing focus.
  • Top 5 Sales Representatives: Displays the highest-performing sales reps based on sales volume, helping recognize and reward top performers.
  • Top 5 Payment Methods: Tracks the most commonly used payment methods, helping businesses optimize transaction processing.
  • Monthly Sales This Year vs Last Year: Compares monthly sales trends against the previous year to identify growth patterns and seasonal variations.
  • Top 5 Products by Returns: Lists products with the highest return rates, helping detect potential quality or customer satisfaction issues.
  • Monthly Sales vs Costs: Analyzes sales revenue in relation to costs, providing insights into profitability and cost efficiency.

Benefits of this Dashboard​

  • Enhanced Sales Performance Tracking: Provides a clear overview of revenue trends, customer preferences, and product demand.
  • Better Sales Strategy Optimization: Identifies top customers, products, and sales reps to refine marketing and sales tactics.
  • Improved Financial Decision-Making: Tracks monthly sales vs. costs to ensure profitability and cost control.
  • Customer and Product Insights: Helps detect product return trends and customer purchasing behavior to improve product offerings.
  • Data-Driven Goal Setting: Allows sales managers to compare performance against historical data, setting realistic targets for growth.

Filtering​

You can filter the dashboards using these filtering panels:

  • Year