Sales Dashboard

The Sales Dashboard allows you to monitor your sales-related activity by providing you with clear visual graphs. The "How Are You Doing?" graphs show you how far you've gotten that month and what still needs to be done. The Trends graphs enable you to chart your progress over a given period of time. Top Customers and Top Products and Services can be sorted according to different factors and timespans. 

1) Invoicing

 

In the above example:

complete circle:   $146.1K = total potential sales for August that could be invoiced and generate income

Green:                $50.3K have been invoiced, so, 34% of all potential sales are now real sales

Yellow:                $54.1K are either quotes or open sales orders to follow up or handle soon
                                     (expiration date to come, delivery date to come in current month)

Red:                    $41.8K are either quotes or open sales orders to follow up or handle now
                                     (expiration date or delivery date already expired in the current month)

 

Click on the amounts to see the details behind the numbers. The yellow and red amounts are divided into quotes and sales orders.

Example:

Here's an example of what you see when you either click on the arrow next to the $24K or directly into the amount:

Please keep in mind that potential sales do not include VAT or sales tax!

 

If you click into the green dotted amount, you will be redirected into the invoice list showing all invoices that sum up to the total in your dashboard. In our example above, you would see the invoices that summed up to the $50.3K:

(and please keep in mind: invoice totals show including VAT or Sales Tax, dashboard exclude taxes)

 

"Exclude follow-up items from previous months" filter

By default, your sales dashboard shows numbers and graphs for the current month only. This would be the filter called "exclude follow-up items from previous months".

 

"Potential Sales" would then show

  • quotes that are not yet expired (expiration date = current month)
  • sales orders: delivery date in current month, if no delivery date set: creation date in current month
  • rounded amounts
  • no VAT or Sales Tax in any amount

"Potential Sales" would not include

  • closed quotes
  • expired quotes (expiration date < current month)
  • quotes that have an expiration date > current month
  • closed sales orders
  • fully invoiced sales orders
  • sales orders that have a delivery date prior to the current months (if no delivery date set: sales orders that have a creation date prior to the current months)
  • sales orders with a delivery or creation date > current month
  • credit memos
  • sales receipts
  • expenses to customers
  • accounting receipts
  • sales orders that have been partially invoiced
    Please note: As soon as you partially deliver/invoice a sales order, the whole order will no longer show as "potential sales"

 

"Include follow-up items from previous months" filter

By default, your sales dashboard shows numbers and graphs for the current month only. This would be the filter called "exclude follow-up items from previous months".

To change this view and include open sales orders from previous months, please click into the little arrow on top right side of your graph and select "include follow-up items from previous months".

 

"Potential Sales" would then show

  • quotes that have a status "open" (expiration date <= current month)
  • sales orders: all orders that are not partially or fully invoiced and have a status "open" and delivery date/creation date <= current month
  • rounded amounts
  • no VAT or Sales Tax in any amount

"Potential Sales" would not include

  • closed quotes
  • quotes that have an expiration date > current month
  • closed sales orders
  • fully invoiced sales orders
  • sales orders that have been partially invoiced
  • sales orders with a delivery or creation date > current month
  • credit memos
  • sales receipts
  • expenses to customers
  • accounting receipts


2) "Your Invoicing Trends"

 

 

See how far you got with your invoices and much is still in the pipe for this month. What you invoiced during the date filter set on top, will show in darker green, what is still to be invoiced in lighter green.

Hovering over the bars will show you how much money is involved in what is shown in your graph.

Please note: Amounts listed in the red section of your graph "Invoicing - How are you doing?" are not included in the trend. Those "potential sales" consist of expired quotes and sales orders (not delivered in time or no delivery date set in the past).

Select your date filter and get information about your invoicing situation or about what is to come in your near future:

 

 

 

 

3) Dashboard - "Payments: How Are You Doing?"

 

 

General definitions

By default, your payment dashboard shows numbers and graphs for the current month only. This would be the filter called "exclude payments due in previous months". 

To change this view and include unpaid invoices from previous months, please click into the little arrow on top right side of your graph and select "include payments due in previous months".
Tip: This would be the preferred filter to be able to see all relevant amounts (especially to include overdue amounts from previous months)

Please note: payment view does show amounts including VAT or Sales Tax

 

In the above example (filter including previous months data):

complete circle:   $302.6K = total payments due for the current month

Green:                $166.1K have been paid, so, 54% of all payments due in the current month

Yellow:                $122.3K are payments that are due now (today)

Red:                     $14.2K are payments that are overdue


Also in this graph: click into the numbers to see the details behind the amounts.

 

 

4) "Your Payment Trends"

 

 

Please use the date/time filters to view your incoming payments and the ones you are expecting to receive. The darker green would represent the received payments, the lighter green would then show the payment trends. The trend is calculated from your payment terms used in invoices.

The date/time filter can be changed by clicking into the arrow next to the time period shown (in our example above: next to LAST 6 MONTHS).

 

 

5) "Top Products & Services"

 

 

 

In here you will see your best selling products during the time period selected. The graph shows the sold quantity (invoiced) as well as the invoiced amount (excluding VAT or Sales Tax).

To select a time period filter, please click into the little arrow next to the time period that is mentioned in the graph. In this example above, please find the arrow next to "THIS MONTH".

 

Invoiced quantity compared to previous time period

The quantity shown will be compared to the same time period in the past. So, in the example above, we sold 9 pieces from Product A and this would be 18% less than last month. For product A1, this months we invoiced 500% (quantity) more than last month.

A click into the product/service name will open the product or service wizard and show the corresponding set up information.

 

 

6) "Top Customers"

 

The graph compares the invoiced amount to the one invoiced in the same time period in the past. The above example compares the last 6 months to the 6 months prior to the time period selected.

Clicking the customer name opens the customer wizard and displays customer information.

 

 

 

 

 

 

 

 

 

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