Learn how to use the Sales Report Dashboard
The Sales Report is a Lite plan feature.
The Sales Report is your central source for sales performance. See a clear summary of how your products are selling, and explore trends by category, subcategory, brand and SKU. Use it to:
- Replace static trackers and charts in your weekly sales meetings; explore the data live and find answers and opportunities together
- Share detailed performance updates with your buyer in a tenth of the time
Setting up the dashboard
The dashboard gives you four configuration options in the top bar, from left to right:
- Selected metric: changes the metric shown in all of the charts on-screen. The default setting is Sales Value.
- Product Grouping: change whether the bottom table shows Categories, Subcategories, Brands or individual SKUs. The default setting is SKU.
- Time breakdown: the time period to be used for comparison and display on the time series. The default setting is Year to Date.
💡 Depending on your selection, the time series will adapt to display the relevant contextual dates as follows:
- Year to date by week when Year to date is chosen.
- 52 weeks by week when 52 weeks or 12 weeks are selected.
- 28 days by day when 4 weeks, Last Full week, Week to Date, and Latest day are chosen.
- Comparison: the period selected to compare against. The default setting is 'vs Last Year'. If 'Previous' is selected, the selected time period will be compared against the directly preceding period of the same length.
What's on screen
There are three types of components on-screen, from top to bottom:
- KPI tiles: the KPI summary tiles along the top show the total for the selected metric over the different time periods, as well as the percentage variance from the comparison period.
- Time series: the time series shows the selected metric, with the current year in blue and the comparison period shaded in grey.
- Bottom table: the table shows the selected metric over each available time period, sorted by your selected time breakdown. The colour shows the variance from the comparison time period. Hover over a cell for more information.