What is a Sales Manager Dashboard ?

Sales manager dashboards are considered revenue analysis tools and are used by sales executives to monitor sales performance metrics. Some of the main functionality in this type of dashboard is that it provides six visualizations for KPI analysis: 1) Sales by sales manager, 2) Gross margin by product, 3) Actual versus budgeted product sales, 4) Monthly revenue trend, 5) Accounts receivable (AR) by customer, and 6) Top 5 customer sales. You find an example of this type of dashboard below.

Purpose of Sales Manager Dashboards

Distribution businesses use Sales Manager Dashboards to give sales executives an easy, self-service monitoring tool. When used as part of good business practices in an sales department, a company can improve its decision-making and grow related revenues, and it can reduce the chances that managers are missing the big picture when it comes to sales performance.

Sales Manager Dashboard Example

Here is an example of a Sales Manager Dashboard for a distribution business.

Example of a Sales Manager Dashboard for a Distribution Company

Example of a Sales Manager Dashboard for a Distribution Company

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Chief Revenue Officers and sales managers.

Other Dashboards Often Used in Conjunction with Sales Manager Dashboards

Progressive sales department sometimes use several different Sales Manager Dashboards, along with  customer sales dashboards, sales transaction reports, accounts receivables (AR) reports, profit & loss reports, inventory dashboards 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples