Sales Dashboard
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The Sales Dashboard presents your overall sales data for a specific time period. This allows you to effectively assess the sales performance of the business and devise future sales strategies to enhance sales.
The Sales Dashboard can be divided into 2 sections: Key Metrics and Sales Data and Analysis.
The top section of the Sales Dashboard displays 3 key metrics that give you an overview of your sales.
Sales
This metric displays your sales revenue from the beginning of the month up to the current date. At the bottom-right corner of this section, you'll also find the total amount in Released Orders.
Invoices
This metric showcases the sum of funds in outstanding invoices.
Returns
This metric exhibits the monetary value associated with orders (limited to inventory items) that have been returned from the beginning of the month until the current date. These returns are recorded through Credit Memos, Invoice Credit Memos, and Refund Receipts.
Please Note: You can click on each of the figures in these metrics to see a detailed breakdown.
The bottom section of the sales dashboard gives a visual representation of the sales analytics of the business. It is divided into 4 sections:
Top Customers by Revenue: This section displays the top customer based on revenue, presented through a horizontal bar chart. To view data for a specific time frame, choose the Start Date and End Date. Click the Reload icon at the top-right of this section to update the data. You can also adjust the number of accounts displayed using the "Count" drop-down menu.
Top Items by Revenue: This section displays the top-selling items on the basis of Revenue in the form of a Pie Chart.
AR Aging By Customer: This section presents a tabular format detailing the amount in unpaid invoices categorized by the customer and the duration they have been outstanding.
This data is segregated into 5 sections:
Current: The amount in unpaid Invoices that are due Today.
1-30: The amount in unpaid Invoices that are overdue for less than a month.
31-60: The amount in unpaid Invoices that have been overdue for more than 30 days to 60 days.
61-90: The amount in unpaid Invoices that have been overdue for more than 60 days to 90 days.
90+: The amount in unpaid Invoices that have been overdue for more than 90 days.
Additionally, this table also presents to you the Deposits and Credits recorded for each customer. With that, in the “Total” column, you can see the net amount that each Customer owes you.
You can fetch the data in this report based on customer currency using the “Currency” drop-down in the top-left corner of the section.
At the bottom of this section, you can set the number of rows to be displayed per page.
To customize the columns shown in this report, click the 9-dot icon button positioned at the top-right corner. You can save this column view by clicking the “Save” button.
Click on any figure (except “Total”) to see a detailed breakdown.
Use the Up and Down arrows beside the column name to display the data in ascending or descending order.
Year over Year Sales: The last section gives you an overview of your sales performance, presenting a comparison between this year and last year through a bar chart. Within this section, it illustrates the monthly revenue for both the current and previous years, along with the average revenue for each month.
Tips and Filters:
The keys given at the bottom of this section are clickable. Hide/show the data from the Chart by clicking on the respective Key. For example, if you do not want to see the Average data, click on the ‘Average’ key to hide it.
Download the reports as an Image or Document by clicking on the three-line menu and choosing the desired format.
Place the cursor on any section of the Chart to see the exact Data.
