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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.

Dashboard Overview & Layout​

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

  • Sales Overview / Filters — time frame, users, product categories
  • KPIs — 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 any part of a chart or table to access the underlying data.

How to Use the Sales Dashboard​

Step 1: Navigate to the Sales Dashboard​

Go to Sales → Dashboard in Invent ERP.

Step 1 - Navigate to Dashboard

Step 2: Adjust Filters​

Use filters at the top to adjust date ranges, sales reps, or product categories.

Step 2 - Adjust Filters

Step 3: Read the KPIs​

The dashboard highlights metrics like total sales revenue, number of quotations sent, number of sales orders confirmed, and average transaction value.

Step 3 - Read KPIs

Step 4: Explore Sales Over Time​

View trends month-by-month and compare performance across previous periods.

Step 4 - Explore Sales Over Time

Step 5: Spot Top Products and Customers​

Check which products or clients contributed most to revenue to guide future sales strategy.

Step 5 - Spot Top Products

End-to-End Workflow​

From the Sales Dashboard, users can seamlessly transition into the full sales cycle:

  1. Start by creating a Quotation
  2. Once confirmed, convert it into a Sales Order
  3. Generate an Invoice directly from the order
  4. Register the Payment once it's received

Best Practices​

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

FAQ​

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

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

Q: Can I export data from the dashboard? Yes — you can export chart data or KPI tables to CSV or PDF.