Sales Dashboard
Purpose
View comprehensive sales performance and operational KPIs for a shop — revenue, trends, orders, inventory signals, customer segments, expenses and quick-action links — all in one place to help owners and managers make fast, data-driven decisions.
🧭 What this feature shows
High-level KPIs — total sales, sales today, period growth %, total expenses, low-stock count, new customers, pending RFQs, active suppliers, product reviews/questions.
Time-range filtering — choose today, last 7/30/90 days, 1 year, multi-year or all time.
Mini-widgets / section cards — many topic-focused cards (Daily Sales, Inventory, Invoices, POS, Supplier/POs, Loyalty, Tax, Subscriptions, Multi-store). Each card shows summary metrics plus a small chart or recent rows.
Charts & trends — line/area for sales trends, bar/pie/doughnut charts for distributions (invoices, inventory, reviews, customer segments, expense categories).
Quick links — fast navigation to related pages: add sale, inventory, invoices, POS, suppliers, reports, etc.
Recent activity lists — recent invoices, POS transactions, imports, RFQs, purchase orders and activity logs.
👥 Who should use this
Shop owners tracking daily revenue and health.
Store managers monitoring stock, invoices, and urgent actions (low stock, pending RFQs).
Finance staff reviewing expenses, tax, and invoice status.
Operations and procurement staff monitoring POs, suppliers, and inventory.
Marketing teams tracking customer segments and loyalty program performance.
⚙️ How it works (high level)
Data aggregation — backend queries sales, invoices, POS, inventory, customers, expenses and other services for the selected time range.
Compute KPIs — total sales, growth vs previous period, counts (orders, new customers), and aggregates (expense totals, tax collected).
Prepare visuals — structure series and buckets for charts (daily series, category breakdowns, status distributions).
Render dashboard — blades render cards and Chart.js charts; each card links to detail pages for deeper inspection or actions.
Interactivity — time-range filter refreshes the view; charts are responsive and tooltips show details.
🪜 How to use — step-by-step
Open Store → Sales Dashboard for the shop.
Select a time range from the filter (Today / 7 / 30 / 90 days / 1 year / All). The dashboard refreshes.
Scan the top KPIs (Total Sales, Sales Today, Low Stock, Pending RFQs, etc.) to surface urgent items.
Click a card (e.g., Daily Sales, Inventory) to open the related page for detailed lists, reports, or actions.
Use chart tooltips to inspect values for particular days or categories.
Export reports from the detailed pages (daily sales, invoices, expense reports) as needed.
📊 How to interpret results (actionable guidance)
Sales Growth % (period vs previous) — positive indicates improvement; negative suggests investigation (promotions, stockouts, seasonality).
Total Sales vs Sales Today — helps detect day anomalies or missing transactions.
Low Stock count — prioritize reorders for high-turn items. Cross-check with top-selling SKUs.
Pending RFQs / Product Questions — operational backlog items needing immediate attention.
Invoice breakdown — large unpaid amounts demand collections actions; many partial payments may indicate payment flow issues.
Expense trends — rising categories (logistics, rent, refunds) may erode margins — investigate root causes.
Customer segments — rising new customers is good; returning customer % and VIP counts indicate retention/loyalty health.
✅ Recommended actions (prioritised)
Investigate sharp sales drops — check stockouts, site issues, recent deployments, or payment failures.
Reorder low-stock high-turn SKUs — prioritize replenishment or temporarily disable out-of-stock items.
Follow up on unpaid invoices — contact customers, verify payment options, and reconcile disputes.
Address pending RFQs/questions — reply quickly to recover potential sales.
Monitor expense spikes — drill into expense categories and validate necessary cost reductions.
Promote retention — use loyalty program and targeted campaigns for returning / VIP segments.
📤 Exporting & reporting
Card → Detail pages: most cards link to pages that provide export (CSV / PDF) for reports.
Daily Sales report: exportable for accounting and tax submission.
Financial reports: profit/loss, tax summaries, and expense breakdowns (useful for bookkeeping).
Custom reports: build and schedule exports from reports section if available.
🗓️ Recommended cadence
Daily — quick morning check for sales today, low stock and pending critical items.
Weekly — review trends, expenses, and collections. Export weekly summary for accounting.
Monthly / Quarterly — in-depth financial reports and performance reviews (profitability, customer cohorts).
After campaigns / events — evaluate uplift and retention.
🔒 Privacy & safety notes
Dashboard aggregates transactional and customer data. Limit access to staff with appropriate roles.
Mask or restrict personally identifiable information (PII) in shared exports.
Log exports and privileged access to maintain audit trails.
🧩 Troubleshooting & FAQs
Q: Charts show zeros or missing data for some series. A: Check the selected time range, data ingestion delays, or whether the underlying records (sales, POS) have been synced. Confirm date/time zone alignment.
Q: Sales totals don’t match accounting. A: Reconcile timing differences (refunds, pending transactions), currency conversions, and payment processor fees. Compare exported CSVs with ledger entries.
Q: Low stock shows many items but reorder didn’t trigger. A: Verify reorder rules, minimum thresholds, supplier lead times and whether items are marked as sellable.
Q: Dashboard is slow to load. A: Large time ranges (multi-year) increase aggregation cost. Optimize with pre-aggregated summaries, caching, or pagination for heavy datasets.
Q: Can I schedule reports? A: If not already available, implement a scheduled job that runs export queries and emails managers or pushes to shared storage.
✅ Quick checklist
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