Frequency, Top Performers, and Trends
The Frequency, Top Performers, and Trends dashboard for Sage X3 counts order frequency, invoice volume, and per unit sales across sales representatives, customers, products, and invoices. It helps executive and operational leadership see who orders most often, how invoice volume moves with revenue, and where average order and invoice values are heading.
How to use the frequency, top performers, and trends dashboard
- Sort sales reps, customers, and products by order frequency year over year to see where activity is growing or declining.
- Pair invoice volume with net sales over time to see whether revenue growth comes from more invoices or larger ones.
- Drill into the top 1000 invoices for detailed margin and quantity analysis at the invoice level.
- Unpack per customer and per invoice averages to see whether growth comes from more customers, more orders, or higher order values.
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
Site: multiple values
Product Group: multiple values
Key performance indicators (KPIs)
The key performance indicators (KPIs) at the top of the dashboard show you a summary of current year sales and order activity, and update based on the filters you apply.
| KPI | What it measures |
|---|---|
| Net Sales Current Year | Total net sales for the current year. |
| Net Sales Last Year | Total net sales for the same period last year, used as a comparison baseline. |
| Customers Current Year | Total number of active customers with invoices in the current year. |
| Net Sales Per Customer | Average net sales per customer, calculated by dividing total net sales by the number of active customers. |
| Invoices Current Year | Total number of invoices generated in the current year. |
| Net Sales Per Invoice | Average net sales per invoice, showing the typical invoice value. |
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Salesrep by Order Frequency | Horizontal Bar | Ranks sales reps by number of invoices TY and LY, showing who generates the most order activity and how it changed year over year. |
| Top 10 Customers by Order Frequency | Horizontal Bar | Ranks the top 10 customers by number of invoices TY and LY, showing which accounts place orders most frequently. |
| Top 10 Products by Order Frequency | Horizontal Bar | Ranks the top 10 products by number of invoices TY and LY, showing which products appear on the most orders. |
| Invoice Volume and Net Sales Trend | Combination | Plots net sales TY and LY alongside invoice count TY and LY by period, showing how revenue and order volume trend together over time. |
| Top 1000 Invoices TY | Worksheet | Lists the top 1000 current year invoices with quantity, net sales, margin, and margin % for detailed analysis. |