Frequency, Top Performers, and Trends
The Frequency, Top Performers, and Trends dashboard for Sage 300 counts order frequency, ranks top performers, and follows invoice trends across sales representatives, customers, products, and invoices. It shows how often orders are placed, which reps, customers, and products place the most orders, and what net sales per customer and per invoice look like.
How to use the frequency, top performers and trends dashboard
- Count how often sales transactions occur across representatives, customers, and products.
- Compare net sales per customer and per invoice to see revenue per transaction.
- Rank the most active sales reps, customers, and products by order frequency.
- Read the average invoice value and the revenue per customer to see transaction efficiency.
- Find how much of the revenue comes from a small number of customers, products, or representatives.
Filters
Use the filtering panel at the top of the Frequency, Top Performers, and Trends dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
Year: one value
Period: one value
Company: multiple values
Location: multiple values
Product Category: multiple values
Key performance indicators (KPIs)
The key performance indicators (KPIs) at the top of the dashboard show six net sales, customer, and invoice measures, and update based on the filters you apply.
| KPI | What it measures |
|---|---|
| Net Sales Current Year | Total recognized sales revenue for the selected fiscal period in the current year, higher when more revenue is recorded. |
| Net Sales Last Year | Total recognized sales revenue for the equivalent fiscal period in the prior year, used as the baseline for year over year comparison. |
| Customers Current Year | Number of distinct customers with sales in the selected fiscal period, higher when sales come from more customers. |
| Net Sales Per Customer | Average revenue per active customer in the current year, higher when each customer brings more revenue. |
| Invoices Current Year | Total number of sales invoices issued in the current fiscal period, higher when more invoices are issued. |
| Net Sales Per Invoice | Average revenue per invoice issued in the current year, higher when invoices are larger on average. |
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Sales Performance Over Time | Horizontal Bar | Ranks sales representatives by number of invoices this year (TY) and last year (LY). |
| Top 10 Customers by Order Frequency | Horizontal Bar | Sorts the top 10 customers by number of invoices TY and LY. |
| Top 10 Products by Order Frequency | Horizontal Bar | Displays the top 10 products by number of invoices TY and LY. |
| Invoice Volume and Net Sales Trend | Combination | Compares net sales TY and LY with the number of invoices TY and LY by period. |
| Top 1000 Invoices TY | Worksheet | Lists the top 1000 current year invoices with quantity, net sales, margin, and margin %. |