Naviteer FSM Software - Broker & Distribution Editions
Naviteer FSM Software - Broker & Distribution Editions

 

 

Navigation: Sales Analysis >

Dashboard

 

 

 

 

Sales Analysis Dashboard

 

This dashboard is a set of reports to quickly show sales progress.

 

The dashboard opens as a blank table.  A table or graphic is generated based on processing conditions.

 

After the process dates and condition are set pressing the Process button generates the report.

 

Process Date Range

The process date range is automatically set as the current year.  This can be modified before the process is run.

Process Button

The process button executes the report based on the date range and the process condition.  In this case the process is set for a date range of Jan 1, 2019 - Nov 22, 2019 and a condition of Product Monthly Sales.

Process Condition

The process conditions are used to create a table or sales graphic.  Shown below is an example of top ten products.

 

 

Right clicking on the graphic allows copying, printing and changing of graph type.

 

 

Copy places hte graphic on the computer clipboard for use in a document like Word or Excel.  Here is an example.

 

 

Printing sends the graphic to the PDF printer for physical printing or emailing.

 

Graph types available are pareto as shown above, bar as shown below and line.

 

 

The Monthly sales table generated from the first process condition can be double clicked to show a graphic of the sales.

 

 

This opens up a secondary set of process conditions as shown below.

 

 

 

 

 

 

 

 

 

 

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