3D Sales Dashboard: customer, product and location

3 dimensional sales analytical tool will leave no questions unanswered. This tool will empower managers to analyze sales data in any customer / product / location combination possible. The tool includes interactive sales dashboards with vital data, ratios and graphs.

The tool is loaded with color coding indicators that will highlight for you highest and lowest values in each data set.

Here is the list of dashboards included in the tool:

1. Summary dashboard will instantly tell you vital data about your business which includes but not limited to:

- Total sales summary dashboard includes information as of what date sales are available; current year-to-date actual and budget sales with dollar and percentage variance; full year budget amount and the percentage of goal achieved;

- Monthly sales summary dashboard includes current year top sales month name, sales and budget value, dollar and percentage variance; comparison to average (monthly);

- Customer sales summary dashboard includes current year best and worst performing customer name, year-to-date sales, full year budget, % of goal achieved, % contribution to total year-to-date sales, comparison to average customer sales;

- Product sales summary dashboard includes current year best and worst selling product name, year-to-date sales, full year budget, % of goal achieved, % contribution to total year-to-date sales, comparison to average product sales;

- Location sales summary dashboard includes current year top and worst performing location name, year-to-date sales, full year budget, % of goal achieved, % contribution to total year-to-date sales, comparison to average location sales;

- Monthly Trend and Forecast comparison to actual and budget sales.



2. Customer Dashboard lists all customers and calculates for each YTD sales, % contribution to total, average monthly sales, # of orders, average order amount, full year budget, % of goal achieved, annualized life-to-date sales, annual % sales growth.

Then right here, on the customer dashboard screen, you are able to view each customer sales for any product / location combination. For example, when you select "All" in the product or location selection drop-down lists, customer dashboard analyzes customer sales for all products and locations. However, you can view and analyze customers' sales for only one product, for example, and all locations. Or, you can view how much you have sold for each customer of one particular product in one specific location.



3. Product Dashboard lists all products and calculates for each YTD sales, % contribution to total, average monthly sales, # of orders, average order amount, full year budget, % of goal achieved, annualized life-to-date sales, annual % sales growth.

Then, again, you are able to filter down and view each product sales and vital sales indicators by any customer and location combination.





4. Location Dashboard lists all locations and calculates for each YTD sales, % contribution to total, average monthly sales, # of orders, average order amount, full year budget, % of goal achieved, annualized life-to-date sales, annual % sales growth.

You are able to filter down and view each location sales and vital sales indicators by any customer and product combination here as well.



5. Customer by Product Dashboard presents year-to-date and life-to-date sales data in crosstab format and allows cross-referencing customer to product sales for a selected location.



6. Customer by Location Dashboard presents year-to-date and life-to-date sales data in crosstab format and allows cross-referencing customer to location sales for a selected product.



7. Product by Location Dashboard presents year-to-date and life-to-date sales data in crosstab format and allows cross-referencing product to location sales for a selected customer.



8. Monthly Sales Dashboard lists monthly sales, monthly % contribution to total, average monthly sales, # of orders, average order amount, budget, % of goal achieved, annualized life-to-date sales, annual % sales growth for any customer / product / location combination.



You will be able to input sales data by year, month, customer, product, and location for as far back as you want. Below is a snapshot of the input section of the tool. Month, year, customer name, product name, and location name could be selected from the drop-down list in each respective data field on the input section. This is all that requires your input. After data load you will be ready to analyze the data.