Sales Dashboard

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Sales Dashboard

Sales is the primary driver of any business. Keeping control over sales performance is critical to achieving your goals. EasyReports' PowerBI offering provides a standard dashboard for Tally users covering the most important Sales KPIs and allowing you to explore your sales data with ease.

“Sales enablement can’t be reactive. It has to be a full-blown strategy that’s woven into the fabric of the company.” – Roderick Jefferson

Challenges in Sales

  • Identifying inactive customers and items
  • Identifying cross selling opportunities
  • Tracking target vs actuals
  • Managing salesperson performance
  • Getting sales history of a customer and pitching the right product at right price
  • Tracking new customers

Sales Dashboard Features & Benefits

  • Get list of all inactive customers along with their sales history to reactivate them by pitching the right product at right price
  • View data by multiple dimensions:
    Select a party and see items wise details along with monthly sales trend OR
    Select an item and see party wise details along with monthly trend
  • Get top customers for a particular item or vice-versa
  • Track salesperson performance using the following KPIs:
       - Number of new customers vs repeat customers
       - Average Ticket Size
       - Average Basket Size
       - Rate vs Quantity comparison – Identify instances with low Rate and low Quantity
       - Customer level or item level analysis using all the above matrices
  • Further possibilities:
       - Target vs Actual on any dimension
       - Additional dimensions in your dashboard - region, zone, channel, segment, sales hierarchy, etc.