Sales Dashboard

February 18, 2025


WTDWeek To Date / Start of Current Week to Current Day
MTDMonth To Date / Start of Month to Current Day
YTDYear To Date / Start of Year to Current Day.

 

Standard Settings for the Configuration of your Sales Dashboard.
 

Example :
 


 

Active - If it is highlighted as above the sales report is set to active and will show up on your dashboard of respective report field.

On the example above - it will show all sales by each location from this year.

 

Type - Sets how the data presents itself, you will see examples of the graphs below. Currently the Example is set to a Bar Graph.

 

Order - Sets how the dashboard or different graphs are shown in the order you set. Example Above the data here with be the 6th graph shown.
 

 

Graphing Examples of How Data is Shown

 

Bar Graph
 


 

Column Graph
 


 

Pie Chart