Demo · synthetic data (YOUR COMPANY PTY LTD) · not connected to any real business · Reload

Overview

not signed in
Sales (excl. tax)
—
 
Gross Profit $
—
 
Gross Profit %
—
overall margin
Quantity sold
—
across all lines
Adjusted Sales
—
net of returns
Adjusted Cost
—
net of returns
Adjusted Profit
—
net of returns
Adjusted Profit Margin
—
after credit memos
Outstanding Sales Orders
—
orders not fully shipped
Shipped Not Invoiced
—
delivered, awaiting invoice
Outstanding Invoices
—
invoiced, unpaid (in range)

Revenue over time

Top 10 customers

Top 10 items

Sales by branch

Sales by salesperson

Invoice status

Posting pattern by day of week

All customers

Customer No Name Invoices Sales $ GP $ GP % Last invoice
Exploratory analytical views — each chart answers a different question about your sales than the operational KPIs on Overview. All views derive from the toolbar's loaded set.

Sales flow · salesperson → category

click a salesperson on the left to highlight only their flows · click a category on the right to drill into Sales by Item · click again to clear

Sales hierarchy · sunburst

inner ring = salesperson (click to highlight) · outer ring = item category (click to drill into Sales by Item) · hover for revenue

Salesperson performance radar

6 normalised axes · larger polygon = stronger overall · spikes show specialisation

Sales pipeline funnel

documents at each stage · conversion % shown between stages · click any bar to view the underlying customers / invoices on Overview

Monthly revenue ridges per category

each ridge = one top category · curve shape = month-by-month sales trajectory · stacked vertically · taller ridge = higher peak

Sales treemap · category → item

area = sales · colour = GP% (red < 0% · orange 0–10% · amber 10–20% · light green 20–30% · dark green 30%+) · click to drill into Sales by Item

Customer concentration

how lopsided your customer base is — a few big fish vs many small ones
Top 20% of customers drive…
—
 
Curve bowed below the dashed line = concentrated. Straight diagonal = perfectly even spread across all customers.

Item bubble matrix

X = qty · Y = avg unit price · size = revenue · colour = category

Period-over-period waterfall

left bar = prior period total · floating bars show what added (green) or subtracted (red) · right bar = current period

Top customers · slope chart

prior period (left) vs current (right) · slope = growth direction

Seasonality polar chart

each ring = one year · spikes show busy months · rings overlapping = consistent seasonal pattern · rings diverging = year-over-year drift

Invoice value distribution

how big are your typical invoices · X-axis = invoice $ (log scale) · bar height = number of invoices in that $ band · title shows median / mean / P90

RFM customer segmentation

X = days since last purchase (recency, log) · Y = # invoices (frequency) · bubble size = total spend · colour = segment

Profit density heatmap · customer × category

rows sorted by total revenue · cols sorted by total category revenue · cell colour = GP \$ (dark green high profit · red loss) · hover for exact \$

Customer lifecycle stacked area

customer count per month · New / Active (≤3 mo) / At-Risk (3–6 mo) / Churned (6+ mo) · click a month to list customers below

Geographic sales · Australia by state

state fill intensity = revenue · click a state to highlight · hover for details

Top customers · sparkline grid

Each tile = one customer · big number = their total revenue in the toolbar range · smoothed curve below = monthly trajectory (full loaded history) · arrow + Δ% = current month vs first month

Daily sales calendar heatmap

click a day to drill in · use the back button to restore the previous range · dark cells = high revenue · view scrolled to most-recent end

Customer cohort retention

how well each batch of new customers keeps buying · rows that stay dark moving right = sticky cohorts · rows that fade = customers churning
Sales (excl. tax)
—
 
Gross Profit $
—
 
Gross Profit %
—
overall margin
Quantity sold
—
across all lines
Adjusted Sales
—
net of returns
Adjusted Cost
—
net of returns
Adjusted Profit
—
net of returns
Adjusted Profit Margin
—
after credit memos

Sales by month

click → filter

Top branches by sales

click → filter

GP $ vs GP % by branch

Invoices · Qty · Customers by branch

Sales by branch · fiscal year × month

Fiscal Year Month Branch Sales $ GP $ GP % Qty Invoices

Drill-down · Branch → Document Type → Document No → Item line

click ▸ to expand
Branch / Document / Item Sales (LCY) Qty Adj Cost Cost Non-Inv Adj Profit Margin % % of GT
Sales (excl. tax)
—
 
Gross Profit $
—
 
Gross Profit %
—
overall margin
Quantity sold
—
across all lines
Adjusted Sales
—
net of returns
Adjusted Cost
—
net of returns
Adjusted Profit
—
net of returns
Adjusted Profit Margin
—
after credit memos

Sales by month

click → filter

Top salespeople by sales

click → filter

GP $ vs GP % by salesperson

Invoices · Qty · Customers by salesperson

Sales by salesperson · fiscal year × month

Fiscal Year Month Salesperson Sales $ GP $ GP % Qty Customers

Drill-down · Salesperson → Customer → Document Type → Document No → Item line

click ▸ to expand
Salesperson / Customer / Document / Item Sales (LCY) Qty Adj Cost Cost Non-Inv Adj Profit Margin % % of GT
Sales (excl. tax)
—
 
Gross Profit $
—
 
Gross Profit %
—
overall margin
Quantity sold
—
across all lines
Adjusted Sales
—
net of returns
Adjusted Cost
—
net of returns
Adjusted Profit
—
net of returns
Adjusted Profit Margin
—
after credit memos

Top 20 items by sales

click a bar to filter table

Sales by item category

click a slice to filter table

Item Pareto · cumulative % of sales

Items

Item No Description Category Qty Sales $ GP $ GP % Customers Lines
Customer × Item analysis · stocked items only (items with an Item Category Code in BC). Non-categorised items (special purchases / non-stock) are excluded.
Universe size
—
 
Buyers
—
have purchased
Non-buyers
—
opportunity
Sales captured
—
selected period
Pick a customer (or switch to "Item" view and pick an item) to see the buy / don't-buy breakdown. "Don't buy" = in the selected date range, this customer made no purchases of that item.
Sales Amount
—
Sales Quantity
—
Gross Profit
—
Gross Profit Margin
—
Adjusted Sales
—
net of returns
Adjusted Cost
—
net of returns
Adjusted Profit
—
net of returns
Adjusted Profit Margin
—
after credit memos

EOM Report · line-level detail

Customer Invoice No Salesperson Branch Item Category Item No Sales $ GP $ GP % Month FY

Drill-down · Customer → Document Type → Document No → Item line

click ▸ to expand
Customer / Doc Type / Doc / Item Sales (LCY) Qty Adj Cost Cost Non-Inv Adj Profit Margin % % of GT
Every count is one unique Quote No. across the four Residential sources (active quotes + Quote Archive + Residential Sales Orders + Residential Posted Invoices). One quote that spawned 5 invoices = 1. Won = Quote No. has a Residential Order or Invoice, OR the active quote's Campaign No is QUOTE WON. Lost = active quote's Campaign No is LOST - AVAILABILITY / LOST - PRICE / LOST - PROJECT. Other = active quote with any other campaign (Follow Up / Open / Pending / Price Query / Live / WFB / Repricing / etc.) — sub-label kept in the by-campaign chart. Archived (historic) = Quote No. only in the archive (converted out of window, or deleted). Total = unique Quote Nos. in the archive — the denominator for Win rate.
Total Quote Value
—
Open Quote Value
—
currently in Sales Quotes
No. of Quotes
—
Quote Quantity
—
Avg Quote Value
—
Won
—
Lost
—
Archived (historic)
—
in archive, not in active/orders/invoices
Open (in progress)
—
total quote $ still being negotiated
Win rate
—
Won ÷ Total quotes
Buckets read from Campaign No. on each quote (not BC's status field). Won: QUOTE WON, QUOTE WON ON STOCK, PARTLY WON · Lost: LOST - PROJECT LOST, LOST - PRICE, LOST - AVAILABILITY, FAIL, DNQ · Follow-up: OPEN, PRICE QUERY, FOLLOW UP - 14/30 DAYS, FOLLOW UP - OTHER, IN PROGRESS, PENDING, OPTION, REPRICING, WFB, LIVE · Uncategorised: blank Campaign No or any value not in the lists above.

Quote status

Quoting trend

tracks the global date filter

Top 10 customers quoted

Top 10 items quoted

By salesperson

By item category

By assigned user

By campaign

Sales Quotes by Customer · click ▸ to expand to quotes & items

Customer / Quote / Item Quotes Sales (LCY) Qty Status Salesperson Assigned User Campaign
Every chart on this page is clickable. Click any bar / slice / row to drill into the underlying blanket orders. Status meanings depend on your BC workflow — typically Open, Released, Pending Approval.
Total Blanket Order Value
—
No. of Blanket Orders
—
Order Quantity
—
Avg Order Value
—
Won
—
Lost
—
Follow-up
—
Uncategorised
—
Win rate
—
Won ÷ (Won + Lost)
Buckets read from Campaign No. on each blanket order (same rules as Sales Quote Overview).

Order status

Blanket order trend

Top 10 customers (blanket orders)

Top 10 items (blanket orders)

By salesperson

By item category

By assigned user

By campaign

Blanket Orders by Customer · click ▸ to expand to orders & items

Customer / Order / Item Orders Value (LCY) Qty Status Salesperson Order date
Return Rate (Amount)
—
credits / sales
Total Credit (Amount)
—
posted credit memos
Total Credit (Qty)
—
units returned
Credit Adj Profit
—
GP impact of returns

Return Rate (Amount) by Customer

top 15

Total Credit (Amount) by Item

top 15

Credit memo detail

Customer Salesperson CR No Posting Date Qty Credit Amount GP Impact
Sales (excl. tax)
—
 
Gross Profit $
—
 
Gross Profit %
—
overall margin
Quantity sold
—
across all lines
Adjusted Sales
—
net of returns
Adjusted Cost
—
net of returns
Adjusted Profit
—
net of returns
Adjusted Profit Margin
—
after credit memos

Month-to-Date Sales Performance (cumulative)

MTD Details (by day)

DateSalesMTD SalesMTD GPInvoices

Monthly Comparison: MAT vs Previous-Year MAT

12-month rolling sum at each month-end

Moving Annual Total Details

Month Sales MAT PY-MAT Growth $ Growth %

Monthly Sales — current vs prior month

growth Δ% next to each bar

Period-over-Period Growth Details

Month Sales Prior Month Growth $ Growth % GP $ GP %
FY → Quarter → Month → Week → Day, broken down by day-of-week. Click ▸ to expand a level. Australian fiscal year (July–June).

Daily Sales by Date

Period Mon Tue Wed Thu Fri Sat Sun Total

Sales by Item Category

top 20 by sales · GP overlay

Sales by Customer City

top 15 by sales

Sales by Customer Posting Group

Customer Posting Group Customers Invoices Sales $ GP $ GP % % of total
Definitions for this view (limited to invoices in the loaded date range — for true "first-time-ever" data, load a wider range). New-in-month: a customer whose first appearance in the loaded data falls in that month. Returning-in-month: a customer active that month who already appeared in an earlier month within the loaded range. One-time customers: appeared in only one month across the loaded period. Repeat customers: appeared in two or more months. Lost customers: last purchase was more than 6 months before today. Click any month (in the chart or table) to see the customer list for that month.
Total unique customers
—
One-time customers
—
one month only
Repeat customers
—
2+ months
Lost
—
no purchase >6mo

First-appearance vs Returning Customers by Month

stacked bar · click to drill

Monthly Retention Detail · click a row to drill

Month Total Customers First-in-period Returning
Simple forecast based on the monthly history loaded in the date range above. Two methods to pick from:

Actual + Forecast (monthly sales)

Forecast detail

Month Actual Forecast
The Pareto principle: typically 80% of an outcome comes from 20% of the inputs. Tick one or more analyses below to compare them side-by-side.
Pick a hierarchy (up to 4 levels) and the tool will roll up sales / GP across those dimensions. Each row is expandable to the next level.

Decomposition tree

Hierarchy Sales GP $ GP % Qty % of total
Each customer is bucketed by their purchase timeline. Click any row to drill into that customer.
New: first invoice in the loaded data is less than 90 days ago. Returning: had a gap of more than 180 days between consecutive purchases (lapsed then came back). Active: regular buyer with last purchase within 90 days, not New or Returning. Lost: no purchase in the last 180 days from today.
Total
—
Active
—
New (last 90 days)
—
Returning
—
Lost
—

Customer retention detail · click a row to drill

Customer No Name First purchase Last purchase Days since Max gap (days) Invoices Sales Status Why
Sales
—
Sales Quantity
—
Gross Profit
—
Gross Profit Margin
—
Type a value in the Sales $ Target / GP $ Target cells — saved to this browser only (localStorage). They persist across reloads but won't sync to other machines.

Fiscal Year × Month × Branch — Sales vs Targets

Fiscal Year Month Branch Sales $ GP $ GP % Sales $ Target GP $ Target
Run-rate for the current month (—). Selling days = Mon–Fri minus Victorian public holidays. Enter targets in the Sales Target column; they save automatically to this browser.
Total Selling Days
—
Selling Days Passed
—
Remaining Selling Days
—
% Month Passed
—

Sales Run Rate · by Branch

Branch Sales For Month PY Sales Target Sales For Month Target Run Rate Actual Run Rate Balance Required Daily Status % Achieved
Margin (GP$) run-rate for the current month (—). Selling days = Mon–Fri minus Vic public holidays.
Total Selling Days
—
Selling Days Passed
—
Remaining Selling Days
—
% Month Passed
—

Margin Run Rate · by Branch

Branch GM $ For Month PY GM $ Target GM $ For Month Target Run Rate Actual Run Rate Balance Required Daily Status % Achieved
Sales run-rate for the current month (—). Selling days = Mon–Fri minus Vic public holidays.
Total Selling Days
—
Selling Days Passed
—
Remaining Selling Days
—
% Month Passed
—

Sales Run Rate · by Salesperson

Salesperson Sales For Month PY Sales Target Sales For Month Target Run Rate Actual Run Rate Balance Required Daily Status % Achieved
Margin (GP$) run-rate for the current month (—).
Total Selling Days
—
Selling Days Passed
—
Remaining Selling Days
—
% Month Passed
—

Margin Run Rate · by Salesperson

Salesperson GM $ For Month PY GM $ Target GM $ For Month Target Run Rate Actual Run Rate Balance Required Daily Status % Achieved

Not available in the DEMO version

This feature is disabled in the public demo. For a live walkthrough with real functionality, get in touch.

Not available in the DEMO version

This feature is disabled in the public demo. For a live walkthrough with real functionality, get in touch.

Sales Analytics

Sign in with your demo account to load sales data.