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Example of an RGU Sales Dashboard for Media Companies

What is an RGU Sales Dashboard?

Revenue Generating Unit (RGU) Dashboard are considered sales and subscription analysis tools and are used by sales and product managers to analyze metrics related to the subscribers that are producing revenue for the business. Some of the main functionality in this type of KPI report is that it provides analysis of RGU metrics from five different perspectives: 1) Revenue comparison by media company (subsidiary), 2) Monthly trend in Added RGUs, 3) Monthly trend in churned RGUs, 4) Monthly trend in Total RGUs, and 5) Sold quantity by media company comparative group. You find an example of this type of KPI report below.

Purpose of RGU Analysis Dashboards

Media companies use RGU Analysis Dashboards to give managers an easy, self-service way to quickly see trends and comparative RGU data. When used as part of good business practices in Sales and Financial Planning & Analysis (FP&A) departments, a company can improve its revenue growth and customer retention strategies, and it can reduce the chances that managers make slow or no decisions due to lack of clear RGU data.

Example of a RGU Analysis Dashboard

Here is an example of a RGU Sales Dashboard with monthly trend analysis and business unit comparisons.

Media – RGU Sales Analysis

You can find hundreds of additional examples here

Who Uses This Type of KPI report?

The typical users of this type of KPI report are: Executives, VP of Sales, Sales Managers, Budget Managers.

Other Reports Often Used in Conjunction with RGU Analysis Dashboards

Progressive Sales and Financial Planning & Analysis (FP&A) departments sometimes use several different RGU Analysis Dashboards, along with churn reports, subscription reports, sales forecasts, consolidating profit & loss reports, annual budgets, financial dashboards, KPI dashboards 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

Example of a Regional Sales Dashboard for Real Estate Companies

What is a Regional Sales Dashboard?

Regional Sales Dashboards are considered territory benchmarking tools and are used by executives and sales leaders to compare performance across geographical regions. Some of the main functionality in this type of dashboard is that it provides monthly sales analysis across three perspectives, including: 1) Monthly sales for all territories, 2) Top five regions by sales amount, and 3) Top five regions by unit sales. The dashboard can be refreshed by changing the period parameter. You find an example of this type of dashboard below.

Purpose of Regional Sales Dashboards

Real Estate companies use Regional Sales Dashboards to give managers a clear view of actual to budget and comparative sales figures across regions and/or territories. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its strategic decisions and improve sales, and it can reduce the chances that managers don’t make timely decisions for underperforming territories.

Example of a Regional Sales Dashboard

Here is an example of a Regional Sales Dashboard with variance analysis and territory comparisons.

Example of a Regional Sales Dashboard for Real Estate Companies

Example of a Regional Sales Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, regional sales managers, budget managers and agents.

Other Reports Often Used in Conjunction with Regional Sales Dashboards

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Regional Sales Dashboards, along with sales reports, KPI dashboards, financial statements, annual budget models, corporate forecasts 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

Example of a Sales Dashboard for Insurance Companies

What is a Sales Dashboard for Insurance Companies?

Sales Dashboards are considered performance analysis tools and are used by Sales Executives and Product Managers to monitor trends and performance metrics. Some of the main functionality in this type of dashboard is that it enables analysis of sales activity from four different perspectives: 1) 24 month productivity trend with quote amount and premium value, 2) Premium value versus commissions by region, 3) Top producers ranked by sales amount, and 4) Regions ranked by sales amount. You find an example of this type of dashboard below.

Purpose of Sales Dashboards

Insurance companies use Sales Dashboards to enable their managers to easily monitor key sales performance indicators. When used as part of good business practices in insurance sales departments, an organization can improve its revenues and related strategies, and it can reduce the chances that managers end up with delayed or bad decisions due to lack of clear insight.

Example of a Sales Dashboard

Here is an example of a Sales Dashboard with productivity trend analysis and ranked sales performance.

Example of a Sales Dashboard for Insurance Companies

Example of a Sales Dashboard for Insurance Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, sales managers, product managers, CFO’s, analysts.

Other Reports Often Used in Conjunction with Sales Dashboards

Progressive Sales departments sometimes use several different Sales Dashboards, along with detailed sales transaction reports, revenue dashboards, profit & loss reports, sales forecasts, 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

Example of a Sales Dashboard for Technology Companies

What is a Sales Dashboard for Technology Companies?

Product and Customer Sales Dashboards are considered sales analysis tools and are used by Sales Leaders and Executives to monitor key performance metrics. Some of the main functionality in this type of dashboard is that it enables analysis from seven different perspectives including: 1) KPI totals for Sales amount and Sold quantity, 2) Monthly sales revenue trend, 3) Ranked sales by customer, 4) Ranked sales by product class, 5) Percent of sales by product class, 6) Geographical map with sales by location, and 7) Percent sales by sales type. You find an example of this type of dashboard below.

Purpose of Sales Dashboards

Tech companies use Sales Dashboards to enable managers with self-service and real time insights to key sales performance data. When used as part of good business practices in Sales and Financial Planning & Analysis (FP&A) departments, an organization can improve its revenues and sales strategies, and it can reduce the chances that leaders suffer from delayed or poor decisions because of lack of insight to the company’s performance.

Example of a Sales Dashboard

Here is an example of a Sales Dashboard with trends, product and customer metrics.

Example of a Sales Dashboard for Technology Companies

Example of a Sales Dashboard for Technology Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, Sales Managers, Sales Teams, Product Managers, Customer Account Managers.

Other Reports Often Used in Conjunction with Sales Dashboards

Progressive Sales and Financial Planning & Analysis (FP&A) departments sometimes use several different Sales Dashboards, along with detailed sales reports, profit & loss reports, financial dashboards, sales forecasts, 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

Example of a Sales Manager Dashboard for Pharmaceutical Companies

What is a Sales Manager Dashboard?

Sales Manager Dashboards are considered revenue analysis tools and are used by Sales Managers and executives to monitor sales performance across key business areas. Some of the main functionality in this type of dashboard is that it enables analysis of metrics from eight different perspectives: 1) Ranked gross and net sales by product, 2) Monthly trend for gross and net sales, 3) Sales by channel, 4) Reach by product, 5) Ranked gross and net sales by business unit, 6) Monthly gross sales trend for new business, 7) Units sold by product, ranked, and 8) Samples given by product, ranked. You find an example of this type of dashboard below.

Purpose of Sales Manager Dashboards

Pharmaceutical companies use Sales Manager Dashboards to easily monitor key sales metrics and trends on a single screen. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Sales departments, an organization can improve its revenues, and it can reduce the chances that areas with weaker than expected performance don’t get timely attention.

Example of a Sales Manager Dashboard

Here is an example of a Sales Manager Dashboard with trend analysis and ranked sales metrics across products and channels.

Example of a Sales Manager Dashboard for Pharmaceutical Companies

Example of a Sales Manager Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Sales managers, product managers, executives.

Other Reports Often Used in Conjunction with Sales Manager Dashboards

Progressive Financial Planning & Analysis (FP&A) and Sales departments sometimes use several different Sales Manager Dashboards, along with profit & loss reports, annual budgets, sales forecasts, detailed sales reports, revenue dashboards, KPI dashboards 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

Example of a Sales Mix Variance Dashboard for Retail Companies

What is a Sales Mix Variance Dashboard?

Sales Mix Variance Dashboards are considered sales analysis tools and are used by product and regional managers to analyze sales mix across regions, stores, product groups and products. Some of the main functionality in this type of dashboard is that it shows variances in sales mix across six different perspectives: 1) Sales mix variance by region, city and store, 2) Sales mix variance by product group and product, 3) Sales mix variance by store (ranked chart based on variance), 4) Sales mix variance by product (ranked chart based on variance), 5) Sales mix variance monthly trend, and 6) Product list with sales mix variance amount.

The definition of sales mix variance used here is: The variance from the budgeted product sales mix and its impact on the contribution margin. The formula used for this was: Sales Mix Variance = (Actual quantity sold per product – Budgeted quantity sold per product) * Budgeted contribution margin per product.

You find an example of this type of dashboard below.

Purpose of Sales Mix Variance Dashboards

Retail organizations use Sales Mix Variance Dashboards to make it easy for managers to see the financial impact of product sales quantity variances in terms of actual versus budgeted sales. When used as part of good business practices in Financial Planning & Analysis (FP&A) and product departments, an organization can improve and speed up its product strategies and increase its sales revenues, and it can reduce the chances that low performers are not getting timely attention.

Sales Mix Variance Dashboard Example

Here is an example of a Sales Mix Variance Dashboard with analysis by region, store, product group and product.

Example of a Sales Mix Variance Dashboard for Retail Companies

Example of a Sales Mix Variance Dashboard for Retail CompaniesYou 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, ecommerce managers, price managers, product managers.

Other Reports Often Used in Conjunction with Sales Mix Variance Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Sales Mix Variance Dashboards, along with financial dashboards, profit & loss reports, sales reports, price and cost 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

Sales Dashboard for Retail Companies with Volume and Price by Region and Product

What is a Sales Dashboard with Volume and Price by Region and Product?

Sales Dashboards with store and product detail are considered sales analysis tools and are used by regional managers and product managers to analyze the main reasons store/region and item sales are above or below budget. Some of the main functionality in this type of dashboard is that it shows how much of a budget variance comes from price factors versus quantity sold. The dashboard provides four perspectives: 1) A matrix with actual, budget revenue and it shows how much of the variance comes from volume versus price. Note that the user can drill down on the ‘+” sign to store and then to product group and product, 2) Trend chart with volume and price variance per month, 3) KPIs for price variance, volume variance and total variance, and 4) Total variance trend with price and volume in monthly stacked column bars. Using the parameter slider in the top left corner, the user can quickly expand or narrow the from-to date ranges in the analysis. You find an example of this type of dashboard below.

Purpose of Store and Product Sales Variance Dashboards

Retail organizations use Store and Product Sales Variance Dashboards to give managers deep insight into sales variances versus budgets and actual prior year. When used as part of good business practices in Financial Planning & Analysis (FP&A) and product/sales departments, an organization can improve and speed up its regional, store and product strategies and increase revenues, and it can reduce the chances that low performing areas are not getting timely attention.

Store and Product Sales Variance Dashboard Example

Here is an example of a Retail Sales Dashboard with regional, store and product drill-down.

Sales Dashboard for Retail Companies with Volume and Price by Region and Product

Sales Dashboard for Retail Companies with Volume and Price by Region and Product

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, ecommerce managers, price managers, product managers.

Other Reports Often Used in Conjunction with Store and Product Sales Variance Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Sales Variance 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

Example of a Product Sales Dashboard for a Distribution Company

What is a Product Sales Dashboard for a Distribution Company?

Product sales dashboards are considered sales analysis and monitoring tools and are used by sales and product managers to keep track of product performance metrics. Some of the main functionality in this type of dashboard is that it provides graphical analysis of product-focused sales metrics. These include: Sales by product, gross margin by product, sales versus gross margin by product, monthly revenue trend, monthly gross margin trend, and top 5 customer sales. You find an example of this type of dashboard below.

Purpose of Product Sales Dashboards

Distribution businesses use Product Sales Dashboards to provide managers with a self-service, web-based tool to monitor sales and margins for products. When used as part of good business practices in an sales department, a company can improve its product strategies and it can reduce the chances that decisions are slow or never happen due to lack of sales metric visibility.

Product Sales Dashboard Example

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

Example of a Product Sales Dashboard for a Distribution Company

Example of a Product Sales 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: Sales managers, product managers, executives.

Other Dashboards Often Used in Conjunction with Product Sales Dashboards

Progressive sales department sometimes use several different Product Sales Dashboards, along with general customer sales dashboards, sales transaction 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

This article will discuss the process of preparing for a successful dashboard implementation plan.

Photo taken from Shutterstock.

Photo taken from Shutterstock.

There is power in storytelling. As humans, we find purpose in moving people to do great things. We use stories to make sense of things whether it’s giving your friend advice or explaining a business concept to your coworker. Well-designed dashboards tell a meaningful story with data in the form of charts, graphs, and scorecards that exhibit trends, opportunities and challenges with key performance indicators (KPIs) for your organization. Many software implementations can be difficult, and only a few companies today achieve “perfect” software implementations on their first try. If you are reading this article because your company recently purchased a dashboard tool or if you are wanting to invest in one, don’t feel discouraged. I’m here to help. In this article, we will discuss preparing for your first dashboard implementation.
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This article will focus on dashboard tips and tricks that enable organizations to understand their company data better for stronger decision-making.

shutterstock_dashboards

Photo taken from Shutterstock.


All companies, no matter the size, benefit from Business Intelligence (BI). Of all BI tools, dashboards are often seen as a top priority especially to Chief Financial Officers (CFOs) and other executives. According to Software Advice, a comparison site for Business Intelligence tools, dashboards, scorecards, and performance management software are priority number one for today’s financial executives. Dashboards provide quickly accessible, easily digestible analytics. It is an overview of your key information at a glance. Data Visualizations are graphs, charts, and scorecards that showcase data trends, opportunities, and challenges with key performance indicators (KPIs) for departments, projects, and/or the entire corporation. Making wise decisions is crucial for every organization because it heavily weighs on the company’s performance and condition, but just because an organization uses a dashboard, doesn’t mean it will be successful. In this article, we will focus on why a simple dashboard layout is typically the best kind of dashboard layout.
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