Sales Dashboard

The Sales module can be accessed via the Main Menu >Sale,  Selecting this menu items will display the sale dashboard.

The Sales Dashboard gives you an overall overview of your sales results, sales funnel, and allows you direct access to  sales activities such as:

• Expected revenue
• Opportunities by stage
• Sales per month
• Sales per product category
• Pending transactions

Expected revenue

• The expected revenue is calculated from the total amount of the opportunities, expected closing date and probability to get the order. You can point to a particular month to see the exact amount. 

Opportunities by stage

• During the sales process the opportunity stages are updated and the expected revenue of each stage of opportunity is shown in the graph.
• The above stages of opportunities can be edited depending on your specific sales processes. go to the Settings > Sales Stages page of the Sales module.

Sales per month

• When a quotation is confirmed by the customer, a Sales order is created and the opportunity stage is changed to "won" This status can also changed manually for each opportunity. The sales amount by month is shown below

Sales per product category

• Refer to confirmed Sales order, the sales by product category is shown in pie chart below.  

Pending transactions

• On the right side, all the pending transactions will be listed including Opportunities, Activities, Quotations and Sales Orders.