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How to Work With the Dashboard
How to Work With the Dashboard
This dashboard is best used as a layered investigation tool — moving from top-level trends to detailed drill-downs. Here’s a suggested approach:
Start with the forecast (future view).
Check upcoming peaks in the Sales Forecast chart to anticipate demand.
Align expected category surges with procurement and vendor negotiations.
Validate against history (trend check).
Compare forecasts with Daily Revenue and Daily Orders.
Ask: Does the forecast reflect actual seasonality or anomalies in past data?
Use spikes/drops in revenue and orders to detect promotions, campaigns, or operational gaps.
Understand channel and source dynamics.
Review Orders by Channel to see where customers transact (online, admin, retail).
Check Orders by Source to measure acquisition balance (Google vs. Direct traffic).
Use this to spot dependency on a single channel or underperformance in customer acquisition.
Drill into product performance.
Use Top Earners to see which products generate the most revenue and margin.
Cross-check with Top Products (orders and units) to understand whether sales are driven by high price, high volume, or both.
Look at Top Product Types to spot broad category trends, not just individual hits.
Review vendor contributions.
In Top Vendors, identify which suppliers are strategic drivers vs. low-impact.
Use this to prioritize vendor relationships, renegotiations, or assortment rationalization.
Cross-panel synthesis.
Match Daily Revenue spikes with Top Earners/Products to see what caused the lift.
Compare Orders by Source with Top Products to check which traffic sources are pushing bestsellers.
Align Sales Forecast with Top Vendors to ensure supplier capacity matches expected demand.
Sales Dashboard
Sales Dashboard
The sales dashboard provides a consolidated view of key sales and performance metrics, combining forecasts, historical performance, and breakdowns by product, vendor, and channel.
This dashboard is designed to:
Provide a snapshot of sales performance across multiple dimensions.
Support trend analysis (daily/weekly/monthly).
Enable drill-down insights into products, vendors, and sales channels.
Combine forecast and historical data in one
Sales Forecast
Sales Forecast
Description:
Displays forecasted sales volumes by product type and category across future months. Color-coded bars represent different product types.
Look for seasonal peaks or upcoming demand spikes to plan inventory and staffing.
If certain categories dominate the forecast, validate supply chain readiness.
A flat or missing forecast may indicate issues with data inputs or seasonality models.
Daily Revenue
Daily Revenue
Description:
Time-series chart of daily sales revenue with visible peaks and fluctuations.
Identify outlier spikes (e.g., promotions, holidays) and assess replicability.
Monitor for consistent growth vs. volatile swings.
Declining daily revenue may signal weakened demand, pricing issues, or channel underperformance.
Daily Orders
Daily Orders
Description:
Timeline showing the number of orders placed each day.
Dense vertical lines indicate consistent daily order flow; sparse or missing lines point to inactive days.
Compare order trends to revenue — rising orders but flat revenue suggests smaller basket sizes.
Sustained drops in orders may warrant deeper analysis into marketing or fulfillment bottlenecks.
Orders by Channel
Orders by Channel
Description:
Bar chart segmented by sales channel: Online Orders, Admin Orders, and physical locations.
Use to evaluate channel mix — if admin orders dominate, customer self-service adoption may be low.
Identify whether physical stores contribute significantly vs. online.
Shifts in channel distribution can signal changing customer behavior (e.g., post-pandemic rebound in retail).
Orders by Source
Orders by Source
Description:
Traffic source breakdown (e.g., Google, Direct).
Heavy reliance on “Direct” suggests repeat customers or brand loyalty, but weak acquisition.
A strong Google share indicates marketing/SEO effectiveness.
Monitor source mix to ensure sustainable customer acquisition vs. retention balance.
Top Earners
Top Earners
Description:
Products ranked by net sales (bars) and sales profit (line).
Products with high revenue but low profit margin may be loss leaders.
Items with both high sales and high profit are strategic drivers.
Flat profit lines across top sellers may indicate pricing pressure or discount dependency.
Top Products
Top Products
Description:
Ranked by orders (bars) and sales units (line).
If units per order are high, consider bundling or upselling opportunities.
Popular products with low profit contribution may still be vital for customer acquisition.
Outliers (products with sudden spikes) can indicate seasonal hits or stock clearance campaigns.
Top Product Types
Top Product Types
Description:
Aggregated sales by product type categories with net sales (bars) vs. sales profit (line).
Spot categories where sales volume is high but profit is low → review sourcing or pricing.
Monitor underperforming categories to decide whether to discontinue or reposition.
Use profit-leading categories to guide future assortment focus.
Top Vendors
Top Vendors
Description:
Vendors ranked by net sales (bars) and sales profit (line).
Identify key vendors that drive the bulk of revenue.
Vendors with high sales but low profit may require renegotiating terms.
Long-tail vendors with small contributions may clutter assortment — evaluate consolidation opportunities.
How to Work With the Dashboard
How to Work With the Dashboard
This dashboard is best used as a layered investigation tool — moving from top-level trends to detailed drill-downs. Here’s a suggested approach:
Start with the forecast (future view).
Check upcoming peaks in the Sales Forecast chart to anticipate demand.
Align expected category surges with procurement and vendor negotiations.
Validate against history (trend check).
Compare forecasts with Daily Revenue and Daily Orders.
Ask: Does the forecast reflect actual seasonality or anomalies in past data?
Use spikes/drops in revenue and orders to detect promotions, campaigns, or operational gaps.
Understand channel and source dynamics.
Review Orders by Channel to see where customers transact (online, admin, retail).
Check Orders by Source to measure acquisition balance (Google vs. Direct traffic).
Use this to spot dependency on a single channel or underperformance in customer acquisition.
Drill into product performance.
Use Top Earners to see which products generate the most revenue and margin.
Cross-check with Top Products (orders and units) to understand whether sales are driven by high price, high volume, or both.
Look at Top Product Types to spot broad category trends, not just individual hits.
Review vendor contributions.
In Top Vendors, identify which suppliers are strategic drivers vs. low-impact.
Use this to prioritize vendor relationships, renegotiations, or assortment rationalization.
Cross-panel synthesis.
Match Daily Revenue spikes with Top Earners/Products to see what caused the lift.
Compare Orders by Source with Top Products to check which traffic sources are pushing bestsellers.
Align Sales Forecast with Top Vendors to ensure supplier capacity matches expected demand.
Inventory Dashboard
Inventory Dashboard
The inventory dashboard provides visibility into current stock investment, profitability, and replenishment risks. It combines cost metrics, low-stock alerts, and links to planning tools to support proactive inventory management.
Inventory Cost
Inventory Cost
Description:
Horizontal bars show the distribution of inventory cost by product type and location.
Purpose:
Highlights where most of the company’s capital is tied up in stock.
Cost vs Sales
Cost vs Sales
Description:
Bar and line chart comparing Inventory Cost (bars) against Sales Cost and Sales Profit (lines) per product.
Purpose:
Shows whether inventory investment is translating into profitable sales.
Low Inventory
Low Inventory
Description:
Scatter/line plot showing available quantity versus 1-week demand forecast.
Purpose:
Identifies products at risk of stockout, enabling timely reordering.
Linked Planners
Linked Planners
Description:
Quick access links to supporting planning tools:
Product profitability
Open to buy planner
Purchase planner
Purpose:
Provides direct workflows to take corrective action (pricing, purchasing, budget allocation).
What to watch out
What to watch out
Capital Allocation:
Inventory Cost shows where most funds are tied up. High concentration in a single category increases risk exposure.
Profitability Check:
Cost vs Sales ensures that heavy inventory investment is justified by margins. Products with high cost but weak profit signal overstocking or poor pricing.
Risk Management:
Low Inventory highlights imminent stockouts — critical for maintaining service levels and avoiding missed sales.
Action Pathways:
Integrated planners link insights directly to operational levers: increase margin, reorder, or rebalance assortment.
How to Use Them All Together
How to Use Them All Together
Start with Inventory Cost
Identify categories tying up the most capital.
Decide whether current allocations match strategic priorities.
Move to Cost vs Sales
Cross-check if high-cost items are yielding strong profits.
Flag products where inventory sits idle or margins are eroded.
Check Low Inventory
Scan for products where forecasted demand exceeds available stock.
Prioritize these for purchase planning or substitution strategies.
Act with Planners
Use Product Profitability to evaluate pricing/discount opportunities.
Use Open to Buy Planner to rebalance budget across categories.
Use Purchase Planner to make supplier orders for low-stock or high-demand items.
By moving systematically through the blocks, you can balance capital efficiency (don’t overstock), profitability (maximize returns), and service level (avoid stockouts).
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