Sales

Articles

 Customer Ranking Dashboard
This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Customer Ranking dashboard displays the customer ranking compared to other customers based on total sales dollars per fiscal year. Details The color sh...
Gap Analysis Dashboard
Purpose The Gap Analysis dashboard can be used to identify customers doing a significant amount of business with one line of business but little or none with other related product lines. Details Filters applying to all tabs are set on the Fil...
Sales Order Analysis Dashboard
Purpose The Sales Order Analysis dashboard provides the ability to understand the quantity on sales orders being placed. This indicates the Order Type ( Pickup , Delivery , Booking ) along with the Status . Details Filter by Order Type , S...