As shown, there’s a clear pattern of average invoice amounts to decrease from Jan to Dec. The example below shows average invoice amount and invoice counts over time. Is it important for your organization to monitor average amount per invoice, invoice count, and average items per invoice? Our dashboards and reports will provide you with a great starting point. There are similar reports showing sales of top customers and top products by different dimensions such as salespeople, ship to, and cst address.
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Ideally, top customers should be buying lots of top products. This report is usually useful to find out which major customers aren’t buying anymore (we have this for last 30, 90 and 360 days. Use memory analysis, incident response, and threat hunting tools in the SIFT Workstation to detect hidden processes, malware, attacker command lines. Top Sales Decline by Customer (no sales in this vs last period) Target advanced adversary anti-forensics techniques like hidden and time-stomped malware, along with livingg off the land techniques used to move in the network and maintain an attackers presence. Shows company wide sales trends (sales, accumulated sales, and growth). This can be helpful addressing logistics and shipping methods. We have similar dashboards by product, customer address, ship to and salesperson.ĭashboard shows sales by ShipTo and variances. It shows which clients are growing the most and declining the most since last YTD. Top Sales Increase and Decrease by Customer Clicking on a season column will drill down to show customers and products that are driving sales and sales growth and declines year-over-year. The templates include dashboards to analyze around holiday periods, 4 seasons (winter, summer, etc), YTD, monthly, combined months, and ad hoc date ranges. Most businesses are influenced by seasonality. The page below lists all customers and their total sales in the last two periods, selecting customers will show their products sold, including drill down to detailed invoice information. The Customer Overview dashboard contains more than a dozens ways to analyze customer trends.
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The following Salesperson dashboard section shows details about Customer information and trends. The templates also include What’s Hot, Where’s Hot, Who’s Cold, What’s Cold, Where’s Cold. Periods are defined by the drop-down list on the top right. The out-of-the-box dashboard defines “who’s hot” as customers with top sales this period, and customers with top sales growth since prior period. The following is one of the Salesperson Dashboard pages to analyze who’s hot. Power BI Dashboards and Reports for Sales and Inventory Salesperson Dashboard Please contact us to discuss other templates you might be interested in. The following is a sample from over 1,000 Power BI Dashboard and Reports for Sales and Inventory for analyzing invoiced sales, quantity sold cost of sales, gross profit and returns by customer, acct manager, product, customer address, ship to, location/warehouse, and several other dimensions.