Sales Dashboard Reports

The Sales Dashboard consists of three separate reports to measure your team's KPIs, including the value of orders in production, the total value of open pre-sales, and overall activity.

On this page:

Accessing the Sales Dashboard Reports

Filters

Include inactive reps

How to pull a report

How to sort a report

How to create a custom report

How to load a custom report

Totals

Sales Dashboard

Sales Pipeline

Activity

Managerial reports

CSV exports

Accessing the Sales Dashboard Reports

To access the Sales Daashboard Reports:

1. Click into any of your Dashboards (Sales, Production, Finance, or Management)
2. Scroll down to the reports bar
3. Select Sales Dash

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Filters

Each report contains the following filters:

• Report Type
• Rep Type
• Rep Name
• Date

To select a report, click the Report Type drop-down and make your selection.

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Include inactive reps

Select the box beside "Include Inactive" to include inactive client or order reps in your reporting.

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How to pull a report

Once you have selected your report filters, click Get Report.

To reset all of your filters back to the default, click Reset.

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How to sort a report

Once you have pulled a report, click on a column title to sort that column by alphabetical or numerical order.

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How to create a custom report

You can save specific Search filter selections and create your own custom Sales Rep reports. Your saved reports are only available under your login; they are not shared across your entire team.

Learn how to:

• Create a custom report
• Delete a custom report

 

To create a custom report:

1. Select your preferred filters on the Search tab
2. Click Actions > Save Report
3. In the "Save Report" pop-up, enter a report name
4. Click Save

 

To  delete a custom report:

1. Click Actions > Load Report
2. In the "Load Report" pop-up, select Report
3. Click the    icon next to the report you want to delete
4. In the "Are you sure you want to delete" pop-up: Click OK

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How to load a custom report

1. Click Actions > Load Report
2. In the "Load Report" pop-up, select Report
3. Click Load

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Totals

• Sales Dashboard Report's Totals
• Sales Pipeline Report's Totals
• Activity Report's Totals

The Sales Dashboard Report's totals box (top right-hand corner) displays the:

• Number of sales orders
• Number of invoices
• Number of purchase orders
• Sales order subtotal
• In production subtotal (sales order's with the stage In Production)
• Invoice subtotal
• Total in production margin (margin of order's orders with the stage In Production)

The Sales Pipeline Report's totals box (top right-hand corner) displays the:

• Count and budget of opportunities
• Count and budget of presentations
• Count and budget of estimates
• Total number of rows (number of pre-sales forms)

The Activity Report's totals box (top right-hand corner) displays the total number of:

• Opportunities
• Presentations
• Estimates
• New accounts

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Sales Dashboard

The Sales Dashboard tracks orders your team has created, booked and invoiced. It displays a sum of the sales orders, invoices, and purchase orders made within a given timeframe, as well as the dollar value of the newly created sales orders (Sales Orders), the orders that were moved into production (In Production), and the newly created invoices(Invoices).

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Sales Pipeline

The Sales Pipeline tracks open pre-sale forms and their respective budgets.

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Activity

The Activity Report measure your team's overall activity, including creating/logging:

• Client accounts
• Opportunities
• Presentations
• Estimates
• Notes
• Calls 
• Meetings

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Managerial reports

Here are a few examples of the information you can get from your Sales Dashboard Reports:

• Booked orders
• Open pre-sales

Booked orders

To booked order report shows the orders your team has booked within a given timeframe.

To pull a booked orders report:

1. In the Sales Dashboard Report, select the filters Rep Type: Order Rep or Client Rep, Rep Name (optional), Date: Last Week (optional)
2. Click Get Report
3. Refer to the totals in the right-hand corner to see the total value of booked orders (In Production Total) and the margin of the sales orders that were moved into production (Total in Production Margin)

Open pre-sales

The open pre-sales report shows your team's open opportunities, presentations, and estimates.

To pull an open pre-sales report:

1. In the Sales Pipeline Report, select the filters Rep Type: Order Rep or Client Rep, Rep Name (optional)
2. Click Get Report
3. Refer to the open pre-sales each rep is working on

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CSV exports

After you've pulled a report, click Export to export a CSV file of the report details.

CSV exports make it easy to organize large amounts of data. There are separate CSV exports for the different Sales Dashboard Reports:

• Sales Dashboard Export
• Sales Pipeline Export
• Activity Export

The Sales Dashboard Report's CSV export contains the:

• Sales Rep
• Sum of client accounts created
• Sum of presentations created
• Sum of estimates created
• Sum of sales orders created
• Sum of invoices created
• Value of the sales orders created
• Value of the sales orders moved into production
• Value of the invoices created
• Sum of purchase orders created

The Sales Pipeline Report's CSV export contains the:

• Sales Rep
• Sum of open opportunities 
• Sum of open presentations
• Sum of open estimates
• Value of the open opportunities budgets
• Value of the open presentations' budgets
• Value of the open estimates' budgets

The Activity Report's CSV export contains the:

• Sales Rep
• Sum of opportunities created
• Sum of presentations created
• Sum of estimates created
• Sum of client accounts created
• Sum of notes
• Sum of calls
• Sum of meetings

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