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. [caption id="" align="alignnone" width="2560"]
Example of a Sales Manager Dashboard for a Distribution Company[/caption] 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
Dashboard
s 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:
Example of a Sales Manager Dashboard for a Distribution Company[/caption] 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
Dashboard
s 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)
- View 100’s of reporting, consolidations, planning, budgeting, forecasting and dashboard examples here
- Read more about Distribution industry 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 25, 2021
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