Track, Analyze, Succeed
your ultimate sales dashboard
The powerhouse of Sales Analytics Dashboard consolidates your key business data in one single, easy-to-use interface. This will definitely help you make informed decisions and take the right choices for driving growth. Energize your sales strategy at another level with the Company Overview, Year-over-Year Comparisons, Monthly Performance Tracking, Pareto 80/20 Analysis, and Top Performer Identification-represented by tables, charts, and graphs through a flexible combination according to your needs. Be it the sales manager, finance executive, or business owner, this powerful tool provides you with the data-driven insights you need to drive revenue, optimize operations, and stay competitive. Feel the magic of making decisions based on data-drive home a look at our Sales Analytics Dashboard today.
What is included?
Company Summary
A summary of the company’s sales data, including Sales Amount, Cost of Sales, Gross Profit, Credits Amount, Credits Over Sales, Number of Customer Visits, Average Sales per Visit, Monthly Sales Bar Chart, and Sales by Selected Customer or Product Category. All of the above in comparison to the previous year selected by the user.
Pareto 80/20
Use the Pareto 80/20 principle to compare how much revenue or profit is generated by a selected percentage of the number of customers or items. Also view the source of a selected percentage of sales or gross profit based on a selected dimension, displayed as both a matrix and a bar chart.
Multiple Years Comparison
Compare multiple years of sales, gross profit, etc., grouped by a selected grouping of data such as customers, products, regions, sales representatives, etc. The data is presented in a matrix format and as multiple graphs.
Monthly Comparison
This dashboard uses the 80/20 Pareto principle to show the total revenue generated by the top 20% of the total number of customers. The percentage can be changed by the user. The user can also generate this report using other figures such as cost of sales, gross profit, etc.
Customers/Items Status based on Sales
Dynamically group your customers or products based on sales comparisons between the selected period and last year’s sales period to show uptraders, downtraders, new and lost customers or products.
Top N Analysis
Quickly view top customers, items, salespeople, etc. based on selected metrics such as sales amount, gross profit, etc. Users can select the number of top values to display.
SKUs sold to Customer
Compare the total number of SKUs sold to a customer category with the number of items sold to each customer. View comparison based on last 12 months sales and selected time period.
Period Intelligence
Period intelligence allows you to view your data over multiple time periods. Compare year to year, month to month, quarter to quarter, etc. and see the increase or decrease in your selected metrics.
Filter Customers by Sales Metrics
Filter your data according to selected key figures to identify customers and products with low or high sales, gross profit, cost of sales, etc.
Customer Summary
Select a customer and view a summary of all their sales-related data, such as sales amount, gross profit, cost of sales, margin, average sales per visit, top items purchased, etc. Presented in KPIs, graphs and tables for a quick overview.
Sales Team Summary
The performance of your sales team is just a few clicks away. Review the number of active customers, sales, gross profit and returns, average sales per customer, etc., presented in matrix and graph form by sales rep.
Sales Employee Summary
Select your sales employee and check their performance at a glance. From sales and profitability KPIs to customer performance and monthly results compared to previous periods.
Features
Flexible Period Selection
View sales data for any period-from days to years-to identify trends and patterns important for your business.
Comprehensive Filtering
Zoom into your data using multiple filters that let you focus on specific products, regions, customer segments, or any other relevant criteria.
Custom Groupings
Group your data the way you want. Categorize by product types, sales regions, time periods, or any form of grouping that will best suit your needs for analysis.
Custom Figure Display
Choose which numbers you want to show. From revenue and number of units sold, to profit margins and customer acquisition costs-show the figures that drive your decisions.
Interactive Visualization
Interact with your data through dynamic charts and graphs; click, hover, zoom to explore the stories behind the numbers. Rich Tooltips: More context with each engagement by using customized tooltips that can show more depth in extra information and quick insights at a glance.