Key Takeaways
- Daily: orders, revenue, collections and exceptions.
- Weekly: pipeline, rep and branch performance, top movers.
- Monthly: margins, customer trends and target achievement.
Owners do not have time to read long reports. A good sales dashboard shows what needs attention today and how the month is tracking.
Daily view
- Orders and revenue today vs average
- Collections received
- Large orders, big discounts and cancellations
- Stock-outs affecting sales
Weekly view
- Target achievement to date
- Rep and branch leaderboard
- Pipeline and expected closures
- Top and declining customers/products
Monthly view
- Revenue and gross margin by product, customer and region
- New vs repeat customers
- Receivables ageing
- Forecast vs actual
Delivery
| Channel | Use |
|---|---|
| Web dashboard | Deep analysis |
| Mobile app | Quick checks |
| WhatsApp summary | 8 pm daily snapshot |
| Email PDF | Weekly review pack |
Data comes from ERP or Tally and CRM; see CRM vs ERP and dashboard design rules.
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Explore Custom Dashboard DevelopmentGet a Free QuoteRelated reading: Dashboard Design Best Practices · Sales Pipeline Management
Frequently Asked Questions
What should a sales dashboard show?
Revenue vs target, orders, collections, pipeline, top customers and products, rep and branch performance, and margins.
Can I get my sales dashboard on WhatsApp?
Yes. Automated daily summaries can be sent via WhatsApp Business API.
Which data sources feed a sales dashboard?
Usually ERP or Tally for invoices and collections, CRM for pipeline, and e-commerce or POS for online and retail sales.
How often should a sales dashboard update?
Daily at minimum; hourly or live for high-volume businesses.
