Sales dashboards and customer analysis: where you sell and where you earn
A dashboard that shows which region, product and customer your sales come from, which sales actually make money, which customers are slipping away and where each salesperson stands against target.
Best for: Sales directors, commercial managers and CEOs in distribution, trading, manufacturing and retail.
Beyond total sales
Total sales on its own says little. A sales dashboard puts sales next to margin, discounts and receivables, so you can see whether sales growth actually turned into profit.
- Sales and profit by region, branch, product and customer
- Comparison with target, last month and last year
- The effect of discounts and returns on margin
Knowing your customers
ABC and RFM analysis separate key customers, customers at risk of churning and low-margin customers, so the sales team knows where to spend its time.
Sales team performance
For each salesperson or agent you see sales, profit, collections and progress against target at a glance.
What you receive
- A sales and profit dashboard that drills from total to detail
- ABC and RFM customer analysis
- A salesperson performance page against target
- Alerts when sales or margin drop in a region or product
- Automatic refresh from your sales system or Excel
Related samples
Sales dashboardFrequently asked questions
Our sales data is in Excel. Is that enough?
Yes. Excel sales files are the most common starting point. The files only need to keep the same structure over time for automatic refresh to work.
What is RFM analysis?
A way of grouping customers by how recently they bought, how often they buy and how much they spend. It separates loyal customers from those at risk and those already lost.
Can we see the profit of each invoice?
If the cost of goods is available, yes: margin is calculated down to invoice line and item.
Can salespeople access the dashboard too?
Yes, and with row-level security each salesperson sees only their own data.
Topics
- Sales dashboard
- Sales analytics
- Customer analytics
- RFM analysis
- Sales team performance
- Customer profitability