This dashboard was created to help track and manage key sales data.
It brings together important details like the total number of sales orders, their value (before and after discounts), and approval status. It also highlights how sales are distributed across regions, customer categories, and payment terms. By consolidating this information in one place, it provides sales teams with a clearer view of performance, helping to spot trends, spark conversations, and quickly address any concerns.
Note, some of the widgets have Large Number Formatting switched on.
1. "Sales Orders" - Total number of Sales Orders.
2. "Sold Quantity" - Total number of Sales Order Product Quantity.
3. "Value" - Total value of Sales Orders (base currency).
4. "Value after Discount" - Total value of Sales Orders after Discount (base currency).
5. "Approved SO" - Total number of Sales Orders broken down by "Approved" flag .
6. "SO Tag Orders" - Total number of Sales Orders broken down by "Order Tag".
7. "SO Tag Value" - Total value after discount (base currency) of Sales Orders broken down by "Order Tag".
8. "Payment Terms Value ( >Customer)" - Total value after discount (base currency) of Sales Orders broken down by "Payment Terms".
9. "Customer Category " - Total number of Sales Orders broken down by "Customer Category".
10. "Customer Category Value" - Total value after discount (base currency) of Sales Orders broken down by "Customer Category".
11. "Shipping Terms Value ( >Store Country >Customer)" - Total value after discount (base currency) of Sales Orders broken down by "Shipping Terms".
12. "Sales by Country ( >Store Country >Store State Code)" - Total value after discount (base currency) of Sales Orders broken down by "Shipping Terms".
13. "Account Manager Value" - Total value after discount (base currency) of Sales Orders broken down by "Account Manager".
14. "Trade Discounts ( >Customer >SO)" - Sales Order Discount % Average".
15. "Order Type Value ( >Customer)" - Total value after discount (base currency) of Sales Orders broken down by "Order Type".
16. "Value by Currency ( >Customer)" - Total value after discount (base currency) of Sales Orders broken down by "Order Currency".
17. "Territory/Country/Customer" - Total value after discount (base currency) of Sales Orders, Number of Orders, Quantity and Discount % Average broken down by "Territory", "Country" and "Customer".
18. "Season on Season Comparison" - Total value after discount (base currency) of Sales Orders broken down by "Season".