Templates > Sales > Sales Effectiveness > Sales (basic) > Sales Cockpit

Presentation

This dashboard page shows an overview of your key Sales metrics.

It is composed of four main sections:

• Sales Revenues
• Customers
• Top Products
• Top Customers

Sales Revenues

At the left, you can see the performance of:

• Total Sales
• Sales per Customer

The chart at the right shows the yearly performance of Total Sales.

Customers

At the left, you can see the performance of:

• Active Customers #
• New Customers #

The chart at the right shows the yearly evolution of Active Customers #.

Top Products

This dataviz shows the top Products you sold (by Total Sales).

The mini-trends shows the evolution of Total Sales over the last 12 months, and the bar shows the value for the current period.

Top Customers

This dataviz shows your top Customers (by Total Sales).

The mini-trends shows the evolution of Total Sales over the last 12 months, and the bar shows the value for the current period.

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

• Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
• Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
• Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
• Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
• Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

Filter your data

This data visualization comes with four top filters:

In your Sales (basic) dashboard, you will be able to filter on: