While there are many reporting options, the Total Sales Dashboard is purpose-built to provide you with pre-generated insights, infographics, and statistics about your sales.
The Total Sales report provides a comprehensive overview of your sales performance. At a glance, you'll see the total number and value of sales events, sales locations, and facility-specific data, along with key financial metrics such as commission and profit. This report also highlights top-selling items.
Available Filters:
- Manufacturer
- Event Date
- Event Type
- Facility
- Physician
- Event Status
- Commission Paid Status
- Is Facility Stock Event? (Yes/No)
- Representative Name
- Distributor Group
- Region
- Product Lines
- Catalog #
Reported Data, Insights, and Tables
Here we'll run through all of the available datapoints and resources contained in the Total Sales dashboard:
Statistics
- Total # of Events
- Total Sales ($)
- Avg Sale Per Event ($)
- # of Facilities
- Total Value ($)
- Total Cost of Goods ($)
- Profit ($)
- Avg Commission/Event ($)
- Avg Commission Rate (%)
Graphs and Tables
Sales, Profit, & Cost of Goods Over time with Forecasting (BETA)
This graph provides a comparison view of sales, cost, and profit over a period of time, including a short forecast.
Sales By Catalog Item
This table will provide you with unit and $ sales by item (catalog #) in the given filter range.
Unpaid Commission
The Unpaid Commission table provides the information needed to pay out any outstanding commissions, including: Event Date, Event Name, Event Status, Invoice Paid Status, Commission Paid Status, Sum of Sales, and Sum of Commission.
# of Events with Forecast (Beta)
This graph provides a forecast baseline based on your Event history and shows you the projected average number of events over the coming months while also showing the high/low range.
