PrerequisitesBefore building dashboards, make sure:
- Sales data is consistently entered via Sales Orders, Invoices, and Delivery Notes.
- You have access to the Dashboard module or permission to view sales reports.
- Key fields like sales person, territory, item group, and customer are accurately filled.
What You Can Track with Dashboards
Sales Dashboards can display:- Total sales this month/quarter/year
- Sales by rep or team
- Top-selling products
- Sales by territory or customer group
- Pipeline status: open vs closed orders
- Outstanding invoices and collections
Step-by-Step: Create a Sales Dashboard
1. Go to Dashboard- From the sidebar, navigate to:
Dashboard > Dashboard List > New
- Example: Sales Manager View, My Sales KPIs, or Monthly Revenue Tracker
- Click “Add Chart”
- Choose from existing charts, or create a new one by:
- Selecting the report (e.g., Sales Invoice Trends)
- Setting the filters (e.g., last 30 days, specific rep or item group)
- Choosing a chart type: Bar, Line, Pie, or Table
- Naming the chart (e.g., “Sales by Territory - May”)
Tips for Building Great Dashboards
- Use filters to personalize each chart for specific reps, regions, or product lines.
- Drag and drop to reorder charts visually.
- Mix charts and tables for a balanced view of summary + details.
- Use naming conventions like “Q2 Revenue by Item Group” to stay organized.
- Don’t overload it! Keep 4–6 focused charts per dashboard for clarity.
View and Share Dashboards
- Access your dashboard under Dashboard > Your Dashboard Name
- Share with others by granting dashboard permissions
- For team dashboards, you can:
- Set them as default views
- Add them to a user’s homepage