Reading the Sales Dashboard

The Sales Dashboard is a live view of how selling is going, rather than a report you run for a period.

Sales: This Week v Last Week and Orders: This Week v Last Week

Comparisons of this week against last, for both value and order count. 

Order row profitability (365 days)

Plots your order lines over the last year against Quantity, Profit and Margin. Because it works at line level rather than invoice level, it shows you where the margin actually is — a high-volume line at a small margin looks very different here from a low-volume line at a big margin. Use it to spot lines you're selling a lot of and making little on.

Basket Analysis

Groups your sales by how much is in them, so you can see whether customers are buying one thing and leaving or filling a basket.Basket analysis is what tells a trade counter whether the add-on sell is working.

Close Day

The dashboard also carries CLOSE DAY for end-of-day processing.