Sales Overview Dashboard |
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Sales Overview Dashboard
Overview
The Sales Overview Dashboard provides a comparative and real-time view of sales performance, profitability, budgets, and pipeline activity.
It enables management to quickly evaluate:
•Current performance vs historical periods
•Actual results vs budget
•Profitability trends
•Sales pipeline activity
Sales Comparison Section
This section compares:
•Current Month
•Same Time Last Month
•Last Month
•Same Month Last Year
It includes:
•Sales values
•Gross Profit (GP %)
•Nett Profit
•Nett Profit %
6-Month Trend Graph
Displays:
•Last 6 months sales
•Compared against the same 6 months from the previous year
This provides a visual year-on-year trend comparison.
Note: For an in-depth analysis of sales, go to Financial Statements.
Sales Budget Summary
This section compares Actual vs Budget for:
•Current Month
•Previous Month
•Year to Date
Example Display
Example Display
Current Month |
Previous Month |
Year To Date |
|
Actual |
50 000 |
50 000 |
545 600 |
Budget |
50 000 |
57 000 |
952 000 |
% Difference |
0.00% |
-12.28% |
-42.69% |
Name |
Current Month |
Same Time Last Month |
Last Month |
Last Month Last Year |
|---|---|---|---|---|
Sales |
50000 |
50000 |
50000 |
326283.93 |
GP % |
100 |
100 |
100 |
100 |
Budget Sales |
50000 |
|
57000 |
|
Budget GP % |
100 |
|
100 |
|
Nett Profit |
2142.74 |
26796.08 |
24222.14 |
177697.65 |
Nett Profit % |
4.29 |
53.59 |
48.44 |
54.46 |
Budget Nett Profit |
17344.16 |
|
45544.16 |
|
Budget Nett Profit % |
34.69 |
|
79.9 |
|
Note: For an in-depth analysis of income and expenses versus budget figures, go to Ledger > Extra > Budget.
•Sales Pipeline
•Active Quotes
•Sales Orders
•Active Job Cards
•Invoices
