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.
Dashboard Layout
1. Active Customers
Type
KPI Card
Description
Displays the total number of active customers currently available in the system.
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.
Purpose
Monitor pending customer orders.
3. Total Sales By Months (Invoice)
Chart Type
Bar Chart
Filter
Year
Display
Monthly total invoice amount
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.
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.
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.
Purpose
Identify which sales segment contributes the most revenue.
Record Lists
7. Outstanding Enquiry (Earliest 20 Records)
Displays the first 20 outstanding enquiries.
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.
Column
No.
Code
Customer
Agent
Amount
Filter
Month
Year
Purpose
Identify major revenue contributors.
10. New Customer Within 7 Days
Displays customers created within the last seven days.
Column
No.
Code
Customer
Agent
Created Date
Purpose
Track newly registered customers.
11. Top 20 Popular Item / Product
Displays the most frequently sold products.
Column
No.
Code
Product
Quantity Sold
Sales Amount
Purpose
Identify best-selling products.
12. Outstanding Quotation (Earliest 20 Records)
Displays the earliest 20 quotations that are still pending.
Column
No.
Doc No.
Date
Code
Customer
13. Outstanding Sales Order (Earliest 20 Records)
Displays the earliest 20 Sales Orders that have not yet been completed.
Column
No.
Doc No.
Date
Code
Customer
14. Outstanding Draft Quotation (Earliest 20 Records)
Displays quotations saved as Draft.
Column
No.
Doc No.
Date
Company Name
15. Outstanding Delivery Order (Earliest 20 Records)
Displays delivery orders that are still pending.
Column
No.
Doc No.
Date
Code
Customer