The Sales Metrics and Activity dashboard is a combination of widgets: Key Performance Indicators (KPIs), focused metric tables, graphic displays of your data, a data table that can be quickly exported to a spreadsheet for further analysis. The data displayed on the dashboard is intended to give you actionable insights into your sales performance, and also a tool for informing other operational factors such as labor allocations.
You will see a link to this document in the top right corner of the dashboard, under the heading FieldStack Dashboard Intelligence Help Document.
At the top of the dashboard, a selection of KPIs appear in two rows. The top row represents the current Month to Date metrics, and the bottom row represents the metrics for the time period selected in the date filter to the right. A useful application of this section is to compare the KPIs for two time periods to gauge performance, as well as measurement for initiatives you may be testing. You can watch the top row of metrics to be sure your expected performance is on track for the month, and make adjustments as needed. As you initiate operational changes and set goals to measure success, you can use this section of the dashboard to know how the results compare with your goals and with previous results.
You will notice that in the bottom row of KPIs, the Sales $ metric includes an option to drill further into KPI details. If you click on the metric, a drop-down will appear and display KPIs in a table, filtered by the date range on the main dashboard. You will see a monthly and weekly display of KPIs, and can drill to a daily view by right clicking on any date in the table. These tables can be exported to work with the data outside the dashboard. Do this by clicking on the 3 dots at the top right corner of the widget, choose Download and export an image or file. The recommended file type for a spreadsheet is CSV.
There are sections of these mini data tables on the dashboard. The focus areas display data for top sales dates, distribution by weekday and distribution by product category. If you hover to the right of the field names, you will see an arrow that allows an ascending/descending sort. You'll also notice when you right-click on the cells of data, you have the option to Select, and in some cases Drill to the next level of granularity. If you choose Select, the widgets in the dashboard will filter to the attribute that you chose. If you choose to Drill deeper, you will see the next level of data granularity in the data table. These data tables typically compliment graphic displays nearby on the dashboard. You can export the data in these tables, to work with it outside of the dashboard. Do this by clicking on the 3 dots at the top right corner of the widget, choose Download and export an image or file. The recommended file type for a spreadsheet is CSV.
There are sections of graphic displays on the dashboard. The graphics display trends for key metrics such as sales dollars, number of orders and average order; a few of these display how product brand and categories impact the metrics. As with the data tables, you can right-click and left-click on data points in the graphics to narrow the selection or to filter the entire dashboard. Graphics will often tell a story about your business or operations that is not obvious when looking only at metrics. Look for trends in the data, where the different metrics intersect, and which metrics seem to impact the others. You can make more informed decisions about your business when you combine what your data is telling you with the knowledge you have about influencing factors such as promotions and initiatives.
Exporting the Data Table
The data table at the bottom of the dashboard is a granular listing of what is represented in the dashboard. This table will react to filters set as you are viewing the dashboard and individual widgets, so you are able to see more details about what is impacting the results. There may be times when you want to look at this data, filtered or not, in a spreadsheet or image. By left-clicking on the 3 dots at the top right corner of the table widget, choose Download and export an image or file. The recommended file type for a spreadsheet is CSV. This functionality allows you to shape and model your data for reporting, and importantly to inform your business decisions.