What is
a
New and Existing Customer Sales Dashboard
? Customer sales dashboards are considered important revenue analysis tools and are used by sales managers and executives to analyze revenue streams from the biggest new and existing customers. Some of the main functionality in this type of dashboard report is that it can be run for any period and it will rank customers from high to low based on the revenues they bring in. The top chart shows sales to the top 10 new customers. The second chart shows sales to the top 20 existing customers. At the bottom of the report (not visible in the example below) there is a section with the figures used in the charts. You find an example of this type of dashboard report below.
Purpose of
New and Existing Customer Sales Dashboards Manufacturers use New and Existing Customer Sales Dashboards to give managers a quick snapshot of which type of customers contribute the most to the company's revenues. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Sales department, a company can improve its sales and marketing strategies as well as reduce the chances that executives don’t have good visibility to the revenue break-down for new and existing customers.
New and Existing Customer Sales Dashboards
Example Here is an example of a Sales Dashboard showing revenue contribution from the company's top new and existing customers. [caption id="" align="alignnone" width="2560"]
Example of a New and Existing Customer Sales Dashboard for a Manufacturing Company[/caption] You can find hundreds of additional examples
here
Who Uses This Type of
Dashboard report
? The typical users of this type of dashboard report are: Sales executives, marketing managers.
Other
Dashboard report
s Often Used in Conjunction with
New and Existing Customer Sales Dashboards Progressive Financial Planning & Analysis (FP&A) and Sales departments sometimes use several different New and Existing Customer Sales Dashboards, along with general sales dashboards, detailed sales reports, product dashboards, sales forecasts, sales kpi reports and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
Example of a New and Existing Customer Sales Dashboard for a Manufacturing Company[/caption] You can find hundreds of additional examples
here
Who Uses This Type of
Dashboard report
? The typical users of this type of dashboard report are: Sales executives, marketing managers.
Other
Dashboard report
s Often Used in Conjunction with
New and Existing Customer Sales Dashboards Progressive Financial Planning & Analysis (FP&A) and Sales departments sometimes use several different New and Existing Customer Sales Dashboards, along with general sales dashboards, detailed sales reports, product dashboards, sales forecasts, sales kpi reports and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
- View 100’s of reporting, consolidations, planning, budgeting, forecasting and dashboard examples here
- Read more about Manufacturing solutions here
- See how reports are designed in a modern report writer using a cloud-connected Excel add-in writer
- Discover how the Solver CPM solution delivers financial and operational reporting
- Discover how the Solver CPM solution delivers planning, budgeting and forecasting
- Watch demo videos of reporting, planning and dashboards
January 8, 2021
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