Sales Dashboards is designed to provide a modern, intuitive, and powerful experience for analyzing sales data. This guide walks you through the key features and functionality of the updated interface.
Getting Started
When you log in, you’ll see a streamlined interface featuring:
- Sales Dashboard icon
- Activity Log
- Account View Toggle (top-left dropdown for users with access to multiple accounts)
The left-hand navigation panel includes:
- Dashboards
- Detailed View
- Insights
- Category
- Customer
- Snapshots
Sales Dashboard Overview
The Sales Dashboard offers a high-level summary of sales performance with key metrics such as:
- TTM vs. PY (Trailing Twelve Months vs. Previous Year)
- YTD vs. PY (Year To Date vs. Previous Year)
- MTD vs. PY (Month To Date vs. Previous Year)
- MTD vs. Previous Month
You can explore trends by week, month, or quarter, and analyze market share by product attributes or customer segments.
Detailed View
The Detailed View is the most flexible reporting tool in the platform. Key features include:
- Customizable columns, KPIs, and time periods
- Easy sorting and resizing of columns
- Always up-to-date data in the top-right corner
Filter Panel
The filter panel controls all reports and includes five collapsible sections:
- Report Dates – Choose from predefined options (e.g., End of Month, Most Recent Day) or define a custom timeframe.
- KPIs – Customize key performance indicators, with Sales Cases as the default.
- Columns – Select which fields to include in your report.
- Filters – Grouped into Customer Segments, Product Filters, and Other Filters.
- Settings – Appears only when relevant to the report.
Tip: Click the three lines above the filter panel to collapse it and maximize your data view.
Monthly & Weekly Reports
Toggle between Monthly and Weekly trend views using the tabs. The filter panel remains accessible for adjusting columns and timeframes.
Insights: Void Matrix & Lost Sales
The Insights section includes two powerful tools:
- Void Matrix: Highlights areas with no sales.
- Lost Sales: Identifies high-impact opportunities by comparing periods with and without sales.
Both reports include an additional Report Settings section for advanced configuration:
- Void Matrix: Customize report columns by field.
- Lost Sales: Define observation periods for sales and lost sales.
Category Share Report
The Category section includes the Category Share Report, which shows how much of total recipient sales in a category were generated by a specific supplier. This helps assess competitive positioning within a class or group.
Customer Reports
Three key reports are available in the Customer section:
- Customer Void Matrix: Identifies gaps in customer purchasing.
- Customers Not Buying: Compares two segments to find customers buying in one but not the other.
- Top Performers – Highlights top and bottom customers or sales reps.
Snapshots
Snapshot Reports are designed for easy online viewing or PDF export. Some reports may require filter selections before they can be generated.
Report Builder
The Report Builder allows users to schedule recurring reports with dynamic timeframes. Features include:
- Create insights report button to begin
- Sales Dashboard Supplier Reports list for available reports
- Dynamic timeframes (e.g., Most Recent Month) to ensure up-to-date data
- Delivery tab to:
- Name the report
- Choose recurring delivery or one-time download
- Set a delivery schedule
- Define recipients
