The Dashboard is a visual representation of your real-time sales data and provides an overview of key performance indicators, allowing you to review sales goals and targets at a quick glance.
To load the dashboard
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- Click Dashboard, in the Sales sidebar.
- Select a Week of Year or Custom Period report range.
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Select the Group by Root Category box to view the dashboard with all child or subcategory data grouped into their common root category.
- Select Include Samples to include product samples in the dashboard.
- Click Load to load the dashboard.
The Overview tab includes an overview of the total revenue for each brand in addition to the total Revenue, Orders, Quantities, and units for the selected period compared to Year to Date and Month to Date totals.
The Categories tab includes an overview of the categories sold for the selected period with the total Sold Weight (Grams), total Sold Quantity (Units), and total Revenue.
The By Reps tab includes an overview of the sales performance by Sales Reps with the Total Orders, Total Clients, and Total Revenue by sales reps for the selected period in addition to a breakdown of each sales rep's total orders and total revenue per brand.
The By VMI Reps tab includes an overview of the sales performance by VMI Reps with the Total Orders, Total Clients, and Total Revenue per VMI Reps for the selected period in addition to a breakdown of each sales rep's total orders and total revenue per brand.