Frequency, Top Performers, and Trends
The Frequency, Top Performers, and Trends dashboard focuses on order frequency, invoice volume, and per unit sales metrics across sales reps, customers, and products. It shows how often orders are placed, how many customers and invoices are active, and what the average net sales per customer and per invoice look like. Use this dashboard to understand buying patterns, identify your most active accounts, and track how invoice volume and sales relate to each other over time.
It is centered on frequency and activity rather than dollar amounts alone. The KPIs show current year totals and per unit averages. The bar charts in the middle row rank sales reps, customers, and products by how many orders they generate (this year vs. last year). The bottom row shows invoice volume and net sales over time alongside a worksheet listing the top 1000 invoices with quantity, net sales, margin, and margin %.
How to use this dashboard
- Compare order frequency year over year across sales reps, customers, and products to see where activity is growing or declining.
- Review per customer and per invoice averages to understand whether growth is coming from more customers, more orders, or higher order values.
- Track invoice volume alongside net sales over time to see if revenue growth is driven by more invoices or larger ones.
- Drill into the top 1000 invoices for detailed margin and quantity analysis at the invoice level.
Key performance indicators (KPIs)
Key performance indicators (KPIs) are displayed at the top of the dashboard. They give you an at a glance summary of the current cost situation and update based on the filters you apply.
| KPI | What it measures |
|---|---|
| Net Sales Current Year | Total net sales for the current year. |
| Net Sales Last Year | Total net sales for the same period last year, used as a comparison baseline. |
| Customers Current Year | Total number of active customers with invoices in the current year. |
| Net Sales Per Customer | Average net sales per customer, calculated by dividing total net sales by the number of active customers. |
| Invoices Current Year | Total number of invoices generated in the current year. |
| Net Sales Per Invoice | Average net sales per invoice, showing the typical invoice value. |
Visual components
| View | Type | What it shows |
|---|---|---|
| Salesrep by Order Frequency | Horizontal Bar | Ranks sales reps by number of invoices TY and LY, showing who generates the most order activity and how it changed year over year. |
| Top 10 Customers by Order Frequency | Horizontal Bar | Ranks the top 10 customers by number of invoices TY and LY, showing which accounts place orders most frequently. |
| Top 10 Products by Order Frequency | Horizontal Bar | Ranks the top 10 products by number of invoices TY and LY, showing which products appear on the most orders. |
| Invoice Volume and Net Sales Trend | Combination | Plots net sales TY and LY alongside invoice count TY and LY by period, showing how revenue and order volume trend together over time. |
| Top 1000 Invoices TY | Worksheet | Lists the top 1000 current year invoices with quantity, net sales, margin, and margin % for detailed analysis. |
Filters
Use the filtering panel at the top of the dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
- Year
- Period
- Company
- Salesperson
- Customer