Dashboards

Sales overview

The Sales dashboard gives us insights with a special focus on the sales. 

Location sales

This section is a table showing the total sales in each location ranked according to the net sales. 

• Location name: The name of the sales location.

• Sales selected period: The net sales within the date range selected.

• Sales a week earlier: The sales from a week prior to the selected date range.

• Sales last year same period: Corresponding sales from the same period in the previous year.

Location

This section contains a pie chart displaying a visual representation of the location sales. Each slice of the chart corresponds to a location, with the larger slices indicating higher sales percentages

Category sales

This section features a table showing the total sales in each product category ranked according to the net sales. 

• Category: The name of the product category. 

• Sales selected period: Sales figures within from the selected date range.

• Sales week earlier: Sales figures from the week prior to the selected date range. 

• Sales last year same period: Corresponding sales figures from the same period in the previous year. 

Categories 

This section contains a pie chart displaying a visual representations of the category sales. Each of the slices represents the category. The category with more sales will have a larger percentage and will take up most of the chart area. Hover over any slice to see the exact sales percentage for that product category.

Sales by day

This section includes a combined bar and line chart that compares the net sales realised on each day of the week in the selected date range, sales from a week earlier and sales from a year ago. 

• x-axis: represents time as the day of the week. 

• y-axis: represents the monetary value of the sales realised.

• Bar Graph: shows the quantity of sales in the selected date range. 

• Orange line: quantity of sales from the week prior to the selected date range. 

• Green line: quantity of sales from the previous year within the same period.

Sales by hour

This section also features a combines bar and line chart. It compares the net sales realised every hour in the selected date range to the sales from a week earlier and from a year ago. 

• x-axis: represents time, the hour of the day. 

• y-axis: represents the quantity of sales in monetary values. 

• Bar Graph: shows the quantity of sales in every hour in the selected date range. 

• Orange line: shows the corresponding quantity of sales in the week prior to the selected date range. 

• Green line: shows the quantity of sales in the previous year from the same period. 

Sales heat map

This section features a heat map that shows the total number of items bought in a specific category for the specific period selected by month.

• x-axis: represents the categories. 

• y-axis: represents the month. 

• z-axis: displays the sales quantity. 

The colours in the heat map represent the total number of items sold in the respective categories for each month. The color intensity ranges from light to dark, indicating the number of items sold, with the darker hues indicating highest sales while lighter hues indicated lower sales. 

Quick sales analysis

This is a table that shows a quick analysis and sales performance in each location. 

• Location name: name of the location.

• Total discount: total amount of discount issued for the selected date range.

• Sales incl tax: gross sales figures including total tax amount.

• Sales excl Tax: net sales figures excluding the total tax. 

• Sales cost: total cost of the sales.

• Sales units: total number of units sold. 

• Sales profit: total profit realised from each of the locations during the selected date range. 

Interactive explorer

This is a link to a table, the Data Explorer, that  includes information on sales amounts (with and without tax), sales costs, the number of units sold, and end-of-period costs and quantities. 

• Location name: name of the location.

• Sales incl tax: gross sales figures including total tax amount .

• Sales excl Tax: net sales figures excluding the total tax. 

• Sales cost: total cost of the sales

• Sales units:  total number of units sold. 

• EOP Cost: end-of-period cost of inventory. 

• EOP Qty: end-of-period quantity of the inventory. 

Inventory Overview

The Inventory overview dashboard gives us insights with a special focus on the inventory. 

Inventory performance

This section shows a table that provides a detailed overview of the inventory performance across the various product groups within the selected period. It provides insights into the profitability, inventory efficiency, and sales performance of different product groups.

• Group name: The name of the specific group of products. 

• Avg cost: The average inventory cost of products within each group.

• Sales excl Tax: The total sales revenue for each group, excluding tax.

  • Sales profit: The total profit earned from the sales of products in each group.

• Sales cost: The cost associated with the production of goods or services for sale in each group. 

  • GMROI (Gross Margin Return on Investment): The percentage return on the investment made in the group’s inventory.

• DSI (Days Sales of Inventory): The average number of days inventory is held before being sold.

• Inventory turn: The number of times inventory is sold and replaced during the period.

Inventory composition

This is a pie chart displaying a visual representation of the average cost of inventory for the specific product groups as seen in the inventory performance table. Each slice of the chart corresponds to a product group. The groups with a higher average cost of inventory will have a larger percentage/larger slice and will occupy most of the pie chart area.

Cost vs Sales

This section features a combined bar and line chart that compares the average cost of inventory, sales excluding tax and sales profit for various product groups. 

• x-axis: represents the product groups.

• y-axis: represents the monetary values.

• Bar Graph: shows the average cost of inventory of the specific product group in the selected date range sorted in descending order.  

• Orange line: represents the corresponding sales excluding tax for each product group. 

• Green line: represents the corresponding sales profit realised from each product group for the selected time period. 

Interactive explorer

This is a link to a table, Group Performance, that provides insights into the sales performance, profitability and inventory efficiency of the different product groups.

• Group name: The name of the specific group of products. 

• Avg cost: The average cost of inventory of products within each group within the selected period.

• Sales excl Tax: The total sales revenue from each group, excluding tax within the selected period. 

• Sales cost: The cost associated with the production of goods or services for sale in each group. 

• Sales profit: The total profit earned from the sales of products in each group.

• DSI (Days Sales of Inventory): The average number of days inventory is held before being sold.

• Inventory turn: The number of times inventory is sold and replaced during the period.

• GMROI (Gross Margin Return on Investment): The percentage return on the investment made in the group’s inventory.

Profitability analysis 

This is a link to a table, Product profitability, that assesses the profitability of each product and classifies it as either Grade A, Grade B or Grade C. It provides a detailed breakdown of the financial performance of the various products. The report is essential in assessing which products are driving profitability and which ones may need further attention.

• Product name: The name of the specific product. 

• Sales excl Tax: The total sales revenue generated from each product, excluding tax for the selected date range.

• Sales profit: The total profit earned from the sale of each product. 

• Avg stock: The average quantity of inventory/stock of each product within the selected period.

• GMROI (Gross Margin Return on Investment): The percentage return on the investment made from the product's inventory.

• DSI (Days Sales of Inventory): The average number of days inventory is held before being sold.

• Inventory turn: The number of times the product's inventory is sold and replaced during the period.

• Profitability Grade: It indicates the financial performance of the specific product. A profitability of grade A indicates a strong financial performance of the specific product while profitability grade C shows a weak performance, profitability grade B indicates an average performance.