Sales
The Sales dashboard for Sage 500 breaks down sales performance, key customers, salesperson contributions, and product trends. It includes revenue, cost of goods sold (COGS), and profit margins.
How to use the sales dashboard
- Follow revenue and profit trends over time.
- Compare sales rep performance through the individual contribution of each one.
- Spot the best selling products as a starting point for inventory planning.
- Identify key accounts that contribute the most to sales growth.
- Base sales forecasting and financial planning on net sales, COGS, and profit over time.
Filters
Use the filtering panel at the top of the Sales dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
Year: multiple values
Company: multiple values
Key performance indicators (KPIs)
The key performance indicators (KPIs) at the top of the dashboard show net sales and profit, and update based on the filters you apply.
| KPI | What it measures |
|---|---|
| Net Sales | Total revenue generated from sales transactions. |
| Profit | Net earnings after deducting costs. |
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Top 5 Customers | Stacked Bar | Displays net sales, cost of goods sold (COGS), and profit for the top customers. |
| Top 5 Salespersons | Pie | Splits the percent contribution of the top sales reps. |
| Sales/Cost per Period | Combination | Compares net sales, COGS, and profit over time. |
| Sales Amount by Month | Stacked Line | Follows monthly sales performance. |
| Top 5 Products (Net Sales) | Horizontal Bar | Ranks the top products by net sales. |