Sales Dashboard

Every sales number that matters, live, the moment you open the Sales app.

What it does

Sales Dashboard puts your entire sales picture on the first screen of the Sales app. Confirmed revenue, order count, average order value, open quotations, orders still to invoice and month to date sales sit across the top as live KPI tiles, each one clickable straight through to the orders behind it.

Below them, twelve interactive charts show how sales trend over time, who is selling the most, how revenue splits across teams, your top customers and best selling products, the order pipeline and invoice status. Pick any date range and every chart updates together. Nothing to configure: install it and open the app.

Open quotations and orders still to invoice

Confirmed revenue is history. Open quotations is the decision ahead of you and orders still to invoice is revenue you have earned but not billed, which is the most commonly overlooked number on any sales page. Cash problems are more often an uninvoiced-orders problem than a sales problem.

Twelve charts is more than most dashboards, and the ones that earn their place are sales by salesperson and by team, because they let you separate a soft month across the board from one person having a hard quarter. Average order value over time is the quiet indicator of whether discounting has started.

Who it's for

Sales managers, commercial directors and the finance lead chasing the invoice run. It suits any team where quotations and confirmed orders both need watching, and the to-invoice tile makes it useful to people outside sales as well. If your sales review currently starts by exporting orders to a spreadsheet, this is that export made permanent.