Manual Sales dashboard
Complete sales management: revenue incl. tax, collections received, customer receivables, gross margin, output VAT and withholding tax, with analysis by customer, item and sales rep.
Overview
The Sales dashboard is the control room of the sales module. It consolidates revenue (from delivery notes), tracks cash collected and customer receivables, and reports margin, output VAT and withholding tax. A battery of charts details performance by customer, item, family and sales rep.
Goal
- Track revenue and gross margin
- Manage collections (receivables)
- Identify top customers & items
- Compare sales reps
Target audience
- Commercial management
- Sales managers
- Accounting — VAT & collections
The figures are based on delivery notes and their collections. For the consolidated view, see the Global dashboard.
Access and navigation
Left-hand menu: Sales → Sales dashboard. The page is calculated on open and on every period change.
Sales scoreboard
Six summary KPIs at the top: Sales revenue incl. tax, collections received, customer receivables, gross margin excl. tax & charges, output VAT and withholding tax.
| Indicator | Meaning |
|---|---|
| Sales revenue incl. tax | Revenue incl. tax from delivery notes over the period (+ total number of delivery notes). |
| Collections received | Amount actually collected (paid delivery notes). |
| Customer receivables | Remaining to be collected (unpaid / partially paid delivery notes) — collections indicator. |
| Gross margin excl. tax & charges | Margin excluding taxes & charges on completed sales. |
| Output VAT | VAT invoiced to customers over the period. |
| Withholding tax | Withholding tax applied to customer collections. |
Collections & receivables
Three key aggregates break revenue down into collected, remaining and partially paid, to track the health of sales cash flow.
Paid DN — delivery notes fully collected. Cash flow secured.
Customer receivables — unpaid amounts to chase. Manage collections from this card.
Monthly revenue chart
The month-by-month revenue trend is plotted as a line chart, accompanied by an average trendline to spot months above or below average.
The average (dashed line) serves as a benchmark: any month below the line signals a dip in activity to analyze.
Collection methods (donut)
The breakdown of collections by payment method (cash, cheque, transfer, bill of exchange…) reveals your customers' settlement habits.
A high share of cheques / bills of exchange calls for rigorous due-date tracking. A large share of cash calls for cash register controls.
Sales by item (Treemap)
The treemap represents revenue by item as proportional areas: the bigger a tile, the more the item weighs in the revenue.
In the application, the treemap is interactive: hover for the exact value and the percentage share.
Customers & sales reps
Two complementary rankings: revenue by customer (best customers) and performance by sales rep (revenue by seller, including field sellers).
Other charts available
Remaining to collect by customer (collections).
Breakdown of revenue by item category.
In progress, approved, cancelled / closed.
Volume and value delivered by sales rep.
Multi-channel analysis (Web / Seller / POS)
Your sales don't all follow the same path. The Sales dashboard now distinguishes three sales channels and lets you compare them side by side: Web (entered at the back office), Seller (field seller on a route) and POS (cash register / point of sale).
Web
Sales entered from the back office (delivery notes and invoices issued at the office).
Seller
Sales made on routes by field sellers via the mobile app.
POS
Sales collected in-store at the registers / points of sale.
Channel comparison
For each channel, the dashboard reports revenue, the amount collected, the receivables (remaining to recover), the number of sales, the number of customers, the average basket and the channel's % share of total revenue.
| Channel | Revenue incl. tax | Collected | Receivables | Sales | Customers | Average basket | Share |
|---|---|---|---|---|---|---|---|
| Web | 512,800 TND | 421,300 TND | 91,500 TND | 96 | 58 | 5,342 TND | 53 % |
| Seller | 274,600 TND | 238,900 TND | 35,700 TND | 71 | 49 | 3,868 TND | 29 % |
| POS | 171,000 TND | 171,000 TND | 0 TND | 47 | — | 3,638 TND | 18 % |
| Total | 958,400 TND | 831,200 TND | 127,200 TND | 214 | — | 4,479 TND | 100 % |
POS is generally collected in cash: its receivables are nil. The customer count isn't populated for anonymous register sales.
Monthly trend by channel
A month-by-month stacked chart overlays the three channels to visualize each one's ramp-up and spot shifts from one channel to another over the year.
Performance by POS register
When several registers are active, a ranking details revenue by register and its collection rate, to compare points of sale with each other.
Register detail is analyzed in depth in the POS registers dashboard; routes in the Field sellers dashboard.
Compare the share of each channel from one month to the next: a drop in Web offset by Seller reveals a shift of activity toward the field.
Period & calculation rules
The Search button filters by date range; month pills also allow quick switching.
Revenue based on delivery notes — revenue comes from the period's delivery notes; revenue incl. tax includes VAT.
Receivables = revenue − collected — customer receivables are the amount remaining to recover, net of recorded collections.
Currency — all amounts are expressed in TND (the company's currency).
FAQ & Tips
Revenue looks too low?
Check the selected period: only the delivery notes within the date range are counted. Widen the period if needed.
Receivables aren't going down?
Collections must be entered (on the delivery note or the Collections screen) to reduce the displayed receivables.
Tip — sales meeting
Present the monthly revenue chart + the sales rep ranking to set targets and explain variances.
