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Sales Dashboard

The Sales Dashboard provides a clear, real-time overview of your sales performance — all within Invent ERP. Whether tracking leads, quotations, orders, or revenue, this dashboard helps you spot trends, monitor KPIs, and make data-driven decisions that drive growth.

Why the Sales Dashboard Matters

A well-configured dashboard keeps your sales team focused and informed:

  • Visibility into your sales funnel — see open leads, quotations, and confirmed orders
  • Performance tracking — monitor sales by user, month, and product
  • Quick access — view top customers and products right from the dashboard
  • Informed decisions — drill down into details to adjust strategy or follow up where needed

Dashboard Overview & Layout

When you open the Sales Dashboard, you'll typically see panels like:

  • Sales Overview/Filters (time frame, users, product categories)
  • KPIs (e.g., total revenue, number of orders, average order value)
  • Chart Visualizations (bar or line charts showing sales over time)
  • Top Categories (best-selling products or services)

Each panel is interactive — click on any part of a chart or table to access the underlying data.

Step-by-Step: How to Use the Sales Dashboard

  1. Navigate to the Sales Dashboard
    Go to Sales → Dashboard in Invent ERP to view the dashboard.

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  2. Adjust Filters to Focus
    Use filters at the top — adjust date ranges, sales reps, or product categories — to tailor insights to your needs.

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  3. Read the KPIs
    The dashboard highlights metrics like:
    - Total sales revenue
    - Number of quotations sent
    - Number of sales orders confirmed
    - Average transaction value

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  4. Explore Sales Over Time
    View trends month-by-month. Compare performance across previous periods and identify seasonality or growth patterns.

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  5. Spot Top Products and Customers
    Check which products or clients contributed most to revenue. Use this to guide future sales strategy or promotions.

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Smooth Workflow: From Quotation to Invoice

One of the most powerful features of Invent ERP is how all modules are interconnected. From the Sales Dashboard, users can seamlessly transition into operational processes:

  • Start by creating a Quotation
  • Once confirmed, convert it into a Sales Order
  • Generate an Invoice directly from the order
  • Register the Payment once it’s received

This end-to-end workflow ensures nothing is lost in handoff, and your team has complete visibility — from the first quote to final payment — all within the same system. No manual duplication, no switching between disconnected tools.

Best Practices

  • Regular Review: Check this dashboard daily or weekly to stay informed
  • Set Goals: Use filters to track progress toward monthly or quarterly targets
  • Share Insights: Export charts or data for team meetings or performance reports
  • Watch Trends: Identify slow-moving products or underperforming reps quickly

Frequently Asked Questions

Q: Can I customize the dashboard layout?
A: Yes — with admin permissions, you can rearrange columns, add filters, and adjust date ranges.

Q: Does it update in real time?
A: The dashboard typically refreshes every few minutes, but you can manually refresh for the latest data.

Q: Can I export data from the dashboard?
A: You can export chart data or KPI tables to CSV or PDF for external reporting or analysis.

Final Thoughts

The Sales Dashboard in Invent ERP offers a high-level, interactive view of your sales health. But it goes beyond just charts — it connects seamlessly with your full sales cycle, from quotation to invoice to payment, helping your team stay efficient and informed at every stage.

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