The Sales KPI's on the Dashboard allow sales people to gain an overview of their open orders and quotes, outstanding A/R balances, and overall sales and activities. Drill down into Sales Orders, Quotes, Invoices, and view product information.
More on data recency:
The Sales KPI's on the Dashboard should not be matched to Salesperson Reporting within Inform ERP. The data for several KPI's are typically pulled from the Business Intelligence Data Warehouse, which refreshes each night. It is not live and therefore may not match other sales reports in Inform ERP, which are based on live data.
- Go to Analytics > Dashboard.
- Click the Dashboard Tiles fly out on the right side.
- Under Sales, choose any of the following reports to add as tiles to your Dashboard
12M Credits Grid
Compares credits this year to last year. The last year variance is based on a third year, which is not shown, This information is updated daily. See Compare credits over the last year (12M Credits Dashboard)
12M GP% Grid
Compares the gross profit percent of this year over last. This information is updated daily. See Compare gross profit percent over the last year (12M GP % Grid)
12M Invoices Grid
The number of invoices sent over the last year. This number represents a count not an amount, which therefore represents the amount of work that was done. This information is updated daily. See Compare number of invoices over the last year (12M invoices Grid)
12M Lines Grid
The number of sale line items over the last year. This number represents a count not an amount, which therefore represents the amount of work that was done. This information is updated daily. See Review the total number of line items by month (12M Lines Grid Dashboard)
12M Lines/Invoice Grid
The average number of lines per invoice (∑ Lines ÷ ∑ Invoice). This information is updated daily. See Review the average number of line items per invoice by month (12M Lines/Invoice Grid Dashboard)
12M Profit Grid
Total profit and profit % this year over last. This information is updated daily. See Review the annual profits by month (12M Profit Grid Dashboard)
12M Quantities Grid
Total quantities shipped over the last year. This information is updated daily. See Review the annual number of units shipped (12M Quantities Grid Dashboard)
12M Sales Grid
Total sales of this year over last. This information is updated daily. See Review total annual sales by month (12M Sales Grid Dashboard)
12M Sales/Invoice Grid
Average sales per invoice over the past year (∑ Sales dollars ÷ ∑ Invoices). This information is updated daily. See Compare annual sales/invoice by month (12M Sales/Invoice Grid Dashboard)
Average Invoice Sales
Average sales per monthly invoice date comparing the last three years. This information is updated daily. See Review average sales by invoice (Average Invoice Sales Dashboard)
Back Orders Grid
The number of backorders along with the cost and profit currently in billing. Data is updated every 10 minutes. See Review all backorders (Back Orders Grid Dashboard)
Credits & Refunds MTD
Dollar amount of credits issued from the first of the current month until today, based on the invoice date. This information is updated daily. See Review the monthly credits and refunds issued (Credits/Refunds to Date Dashboard)
Gross Margin Trend
Compares gross profit percent by number of invoices. The goal is higher profit (blue bars) to lower red line (invoice count), which indicates a higher profit with less work, as each invoice requires work to fulfill. You may also want to look at the Profit Dollars Trend and the Sales Dollars Trend. This information is updated daily. See Review the your 3-year gross margin performance trend (Gross Margin Trend Dashboard)
In Billing Orders Grid
The number of orders along with the cost and profit currently in billing. Data is updated every 10 minutes. See Review the all orders in billing (In Billing Orders Dashboard)
In House vs. Direct
Compares sales and profit of regular invoices against drop shipments This information is updated daily. See Compare in house vs direct sales and profit (In House vs Direct Dashboard)
Lines Fill Rate MTD
Percentage of lines filled based on the first shipment from the first day of the current month until today. This reports helps track lost sales and inventory shortages. This information is updated daily. For more information, see Review details on the Lines Fill Rate MTD KPI.
Open Orders
A comparison of the number of open orders by month over the past year. This information is updated every 10 minutes. See Compare monthly open orders (Open Orders Dashboard)
Open Orders Grid
The number of open orders, along with the cost and profit. This information is updated every 10 minutes. See Review all open orders (Open Orders Grid Dashboard)
Profit Dollars Trend
Compares profit by number of invoices. The goal is higher profit (blue bars) to lower red line (invoice count), which indicates a higher profit with less work, as each invoice requires work to fulfill. You may also want to look at the Gross Margin Trend and the Sales Dollars Trend. This information is updated daily. See Review the your 3-year profit performance trend (Profit Dollars Trend Dashboard)
Quotes Grid
The number of open quotes , along with the expected cost and profit. This information is updated every 10 minutes. See Review all open quotes (Quotes Grid Dashboard)
Sales & Profit MTD
Sales compared to profit on each day from the start of the current month until today. This information is updated daily. See Compare the sales and profit per day month to date (Sales & Profit Methods MTD Dashboard)
Sales Dollars Trend
Compares sales by number of invoices. The goal is higher sales (blue bars) to lower red line (invoice count), which indicates a higher sales with less work, as each invoice requires work to fulfill. You may also want to look at the Gross Margin Trend and the Profit Dollars Trend. This information is updated daily. See Review the your 3-year sales performance trend (Sales Dollars Trend Dashboard)
Ship Methods MTD
Compares the number of sales by shipping method from the start of the month til today. Pickup and Delivery are based on the Ship via Setting. If Pickup and Delivery options are blank, then the sales are categorized under Other. This information is updated daily. See Review the sales by ship method, including walk in and pickup (Ship Methods MTD Dashboard)
This Week's Sales
Total sales per day over the last week. This information is updated every 10 minutes. See Review the weekly sales by open and completed orders (This Week's Sales Dashboard)
Three Year Sales
Comparison of sales per month over a three year period. This information is updated daily. See Compare sales over three years (Three Year Sales Dashboard KPI)
YTD Sales Variance
Displays the difference in dollars between this calendar Year-to-Date and Last-Year-to-Date. This information is updated daily. See Review the sales variance between this year and last (YTD Variance Dashboard)
