Dashboards
Analytics and reporting dashboards that give you real-time visibility into sales, operations, finances, and forecasting.
Dashboards provide a suite of analytics views that surface the metrics you need to run your business. Each dashboard focuses on a specific area, from sales performance and delivery tracking to accounts receivable and demand forecasting.
Sales
Track revenue, orders, and product performance:
- Order analytics: profit overview, cumulative sales, best sellers, customer revenue by segment, and sales distribution charts
- Order data: raw order line-level data grid with Excel export
- Quarterly orders: order quantity trends by quarter across multiple years
- Products on order: open orders overview with top ordered and back-ordered products
- Weeks of sales: weekly aggregated sales data over a configurable period
Operations
Monitor delivery performance, production efficiency, and material needs:
- Delivery analytics: on-time delivery percentage, average delivery time, and first shipment time
- Manufacturing analytics: production units, costs per unit, margin, quality, and labor efficiency
- Material analytics: supplier and material cost/usage data with reorder indicators
Financial
Stay on top of what customers owe and how payments are applied:
- Accounts receivable: aging report with current, 30, 60, 90, and 120-day buckets
- Payments data: payment allocations with invoice vs balance view
Forecasting & targets
Plan ahead with data-driven projections and goal tracking:
- Demand forecast: demand, revenue, and sales forecast charts with confidence intervals
- Sales targets: sales rep target tracking and management
Next: Order analytics