# Sales Overview

## Overview

The **Sales Dashboard** provides a real-time overview of sales performance, outstanding transactions, customer activities, and product trends. It helps users monitor business performance through summary cards, charts, and detailed record lists.

![Sales.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/sales.png)

---

# Dashboard Layout

## 1. Active Customers

**Type**

- KPI Card

**Description**  
Displays the total number of active customers currently available in the system.

[![Screenshot 2026-06-29 105411.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/screenshot-2026-06-29-105411.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/screenshot-2026-06-29-105411.png)

**Purpose**  
Allows users to quickly understand the size of the active customer base.

---

## 2. Outstanding Sales Order

**Type**

- KPI Card

**Description**  
Displays the total number of Sales Orders that have not yet been completed.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/image.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/image.png)

**Purpose**  
Monitor pending customer orders.

---

## 3. Total Sales By Months (Invoice)

**Chart Type**

- Bar Chart

**Filter**

- Year

**Display**

- Monthly total invoice amount

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/Solimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/Solimage.png)

**Purpose**

Monitor monthly sales trends.

---

## 4. Sales By Group (Invoice)

**Chart Type**

- Pie Chart

**Filter**

- Month
- Year

**Display**

Sales distribution based on customer groups or predefined sales groups.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/9pqimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/9pqimage.png)

**Purpose**

Compare sales contribution among different groups.

---

## 5. Daily Sales Volumes By Document

**Chart Type**

- Smooth Line Chart

**Filter**

- Month
- Year

**Display**

Three document types:

- Quotation
- Sales Order
- Invoice

Each line represents daily document volume.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/tXximage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/tXximage.png)

**Purpose**

Monitor daily sales activities.

---

## 6. Sales Segments By Types (Invoice)

**Chart Type**

- Pie Chart

**Filter**

- Month
- Year

**Display**

Invoice sales distribution by sales type or business segment.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/GhMimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/GhMimage.png)

**Purpose**

Identify which sales segment contributes the most revenue.

---

# Record Lists

## 7. Outstanding Enquiry (Earliest 20 Records)

Displays the first 20 outstanding enquiries.

[![image.png](https://documentation.xccel.my/uploads/images/gallery/2026-06/scaled-1680-/TQpimage.png)](https://documentation.xccel.my/uploads/images/gallery/2026-06/TQpimage.png)

---

## 8. Enquiry By Types

**Chart Type**

- Chart

**Filter**

- Month
- Year

Displays enquiry statistics categorized by enquiry type.

---

## 9. Top 20 Contributors

Displays the top 20 customers with the highest sales amount.

<div class="TyagGW_tableContainer" id="bkmrk-column-no.-code-cust"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)" data-end="2416" data-start="2343"><thead data-end="2353" data-start="2343"><tr data-end="2353" data-start="2343"><th class="last:pe-10" data-col-size="sm" data-end="2353" data-start="2343">Column</th></tr></thead><tbody data-end="2416" data-start="2366"><tr data-end="2373" data-start="2366"><td data-col-size="sm" data-end="2373" data-start="2366">No.</td></tr><tr data-end="2382" data-start="2374"><td data-col-size="sm" data-end="2382" data-start="2374">Code</td></tr><tr data-end="2395" data-start="2383"><td data-col-size="sm" data-end="2395" data-start="2383">Customer</td></tr><tr data-end="2405" data-start="2396"><td data-col-size="sm" data-end="2405" data-start="2396">Agent</td></tr><tr data-end="2416" data-start="2406"><td data-col-size="sm" data-end="2416" data-start="2406">Amount</td></tr></tbody></table>

</div></div>**Filter**

- Month
- Year

Purpose

Identify major revenue contributors.

---

## 10. New Customer Within 7 Days

Displays customers created within the last seven days.

<div class="TyagGW_tableContainer" id="bkmrk-column-no.-code-cust-1"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)" data-end="2667" data-start="2588"><thead data-end="2598" data-start="2588"><tr data-end="2598" data-start="2588"><th class="last:pe-10" data-col-size="sm" data-end="2598" data-start="2588">Column</th></tr></thead><tbody data-end="2667" data-start="2611"><tr data-end="2618" data-start="2611"><td data-col-size="sm" data-end="2618" data-start="2611">No.</td></tr><tr data-end="2627" data-start="2619"><td data-col-size="sm" data-end="2627" data-start="2619">Code</td></tr><tr data-end="2640" data-start="2628"><td data-col-size="sm" data-end="2640" data-start="2628">Customer</td></tr><tr data-end="2650" data-start="2641"><td data-col-size="sm" data-end="2650" data-start="2641">Agent</td></tr><tr data-end="2667" data-start="2651"><td data-col-size="sm" data-end="2667" data-start="2651">Created Date</td></tr></tbody></table>

</div></div>Purpose

Track newly registered customers.

---

## 11. Top 20 Popular Item / Product

Displays the most frequently sold products.

<div class="TyagGW_tableContainer" id="bkmrk-column-no.-code-prod"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)" data-end="2887" data-start="2801"><thead data-end="2811" data-start="2801"><tr data-end="2811" data-start="2801"><th class="last:pe-10" data-col-size="sm" data-end="2811" data-start="2801">Column</th></tr></thead><tbody data-end="2887" data-start="2824"><tr data-end="2831" data-start="2824"><td data-col-size="sm" data-end="2831" data-start="2824">No.</td></tr><tr data-end="2840" data-start="2832"><td data-col-size="sm" data-end="2840" data-start="2832">Code</td></tr><tr data-end="2852" data-start="2841"><td data-col-size="sm" data-end="2852" data-start="2841">Product</td></tr><tr data-end="2870" data-start="2853"><td data-col-size="sm" data-end="2870" data-start="2853">Quantity Sold</td></tr><tr data-end="2887" data-start="2871"><td data-col-size="sm" data-end="2887" data-start="2871">Sales Amount</td></tr></tbody></table>

</div></div>Purpose

Identify best-selling products.

---

## 12. Outstanding Quotation (Earliest 20 Records)

Displays the earliest 20 quotations that are still pending.

<div class="TyagGW_tableContainer" id="bkmrk-column-no.-doc-no.-d"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)" data-end="3262" data-start="3189"><thead data-end="3199" data-start="3189"><tr data-end="3199" data-start="3189"><th class="last:pe-10" data-col-size="sm" data-end="3199" data-start="3189">Column</th></tr></thead><tbody data-end="3262" data-start="3212"><tr data-end="3219" data-start="3212"><td data-col-size="sm" data-end="3219" data-start="3212">No.</td></tr><tr data-end="3231" data-start="3220"><td data-col-size="sm" data-end="3231" data-start="3220">Doc No.</td></tr><tr data-end="3240" data-start="3232"><td data-col-size="sm" data-end="3240" data-start="3232">Date</td></tr><tr data-end="3249" data-start="3241"><td data-col-size="sm" data-end="3249" data-start="3241">Code</td></tr><tr data-end="3262" data-start="3250"><td data-col-size="sm" data-end="3262" data-start="3250">Customer</td></tr></tbody></table>

</div></div>---

## 13. Outstanding Sales Order (Earliest 20 Records)

Displays the earliest 20 Sales Orders that have not yet been completed.

<div class="TyagGW_tableContainer" id="bkmrk-column-no.-doc-no.-d-1"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)" data-end="3469" data-start="3396"><thead data-end="3406" data-start="3396"><tr data-end="3406" data-start="3396"><th class="last:pe-10" data-col-size="sm" data-end="3406" data-start="3396">Column</th></tr></thead><tbody data-end="3469" data-start="3419"><tr data-end="3426" data-start="3419"><td data-col-size="sm" data-end="3426" data-start="3419">No.</td></tr><tr data-end="3438" data-start="3427"><td data-col-size="sm" data-end="3438" data-start="3427">Doc No.</td></tr><tr data-end="3447" data-start="3439"><td data-col-size="sm" data-end="3447" data-start="3439">Date</td></tr><tr data-end="3456" data-start="3448"><td data-col-size="sm" data-end="3456" data-start="3448">Code</td></tr><tr data-end="3469" data-start="3457"><td data-col-size="sm" data-end="3469" data-start="3457">Customer</td></tr></tbody></table>

</div></div>---

## 14. Outstanding Draft Quotation (Earliest 20 Records)

Displays quotations saved as Draft.

<div class="TyagGW_tableContainer" id="bkmrk-column-no.-doc-no.-d-2"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)" data-end="3639" data-start="3571"><thead data-end="3581" data-start="3571"><tr data-end="3581" data-start="3571"><th class="last:pe-10" data-col-size="sm" data-end="3581" data-start="3571">Column</th></tr></thead><tbody data-end="3639" data-start="3594"><tr data-end="3601" data-start="3594"><td data-col-size="sm" data-end="3601" data-start="3594">No.</td></tr><tr data-end="3613" data-start="3602"><td data-col-size="sm" data-end="3613" data-start="3602">Doc No.</td></tr><tr data-end="3622" data-start="3614"><td data-col-size="sm" data-end="3622" data-start="3614">Date</td></tr><tr data-end="3639" data-start="3623"><td data-col-size="sm" data-end="3639" data-start="3623">Company Name</td></tr></tbody></table>

</div></div>---

## 15. Outstanding Delivery Order (Earliest 20 Records)

Displays delivery orders that are still pending.

<div class="TyagGW_tableContainer" id="bkmrk-column-no.-doc-no.-d-3"><div class="group TyagGW_tableWrapper flex flex-col-reverse w-fit" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)" data-end="3826" data-start="3753"><thead data-end="3763" data-start="3753"><tr data-end="3763" data-start="3753"><th class="last:pe-10" data-col-size="sm" data-end="3763" data-start="3753">Column</th></tr></thead><tbody data-end="3826" data-start="3776"><tr data-end="3783" data-start="3776"><td data-col-size="sm" data-end="3783" data-start="3776">No.</td></tr><tr data-end="3795" data-start="3784"><td data-col-size="sm" data-end="3795" data-start="3784">Doc No.</td></tr><tr data-end="3804" data-start="3796"><td data-col-size="sm" data-end="3804" data-start="3796">Date</td></tr><tr data-end="3813" data-start="3805"><td data-col-size="sm" data-end="3813" data-start="3805">Code</td></tr><tr data-end="3826" data-start="3814"><td data-col-size="sm" data-end="3826" data-start="3814">Customer</td></tr></tbody></table>

</div></div>