Sales, Price and Volume Dashboard for Retail Companies

What is a Sales, Price and Volume Dashboard?

Sales Dashboards for retail companies are considered operational analysis tools and are used by sales and product managers analyze important retail metrics. Some of the main functionality in this type of dashboard is that it gives the user KPIs that cover five different areas: 1) Price and volume variance, 2) Contribution margin, 3) Sales mix variance, 4) Sales per employee, and 5) sales per sales area. The bottom of the screen provides convenient definitions with details about calculations. You find an example of this type of dashboard below.

Purpose of Sales Analysis Dashboards

Retail organizations use Sales Analysis Dashboards to give managers essential insight to metrics that drive revenues. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve and speed up its store sales and related strategies, and it can reduce the chances that low performing retail stores are not getting timely attention.

Sales Analysis Dashboard Example

Here is an example of a Retail Sales Dashboard with price, volume, margin and other KPIs.

Example of a Sales, Price and Volume Dashboard for Retail Companies

Example of a Sales, Price and Volume Dashboard for Retail Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, analysts, regional managers, store managers, product managers.

Other Reports Often Used in Conjunction with Sales Analysis Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Sales Analysis Dashboards, along with financial dashboards, profit & loss reports, sales reports, sales forecast, annual budgets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from 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

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