Power BI Sales Performance Dashboard Report

Overview:

The Sales Performance Dashboard is designed to provide a comprehensive view of the sales operations, tracking performance against targets and monitoring collections. This dashboard is a crucial tool for sales managers, finance teams, and executive leadership to make informed decisions, identify trends, and address issues proactively. 

Key Metrics: 

Sales Target: The predefined goals set for a specific period.

Sales Invoice: The actual sales recorded through invoices within the same period. 

Collections: The actual cash received from customers against the invoices.

Dashboard Sections:

Summary View: 

Total Sales Target: Displays the cumulative sales target for the selected period. 

Total Sales Invoiced: Shows the total value of sales invoices generated. 

Total Collections: Reflects the total cash collected from customers. 

Key Performance Indicators (KPIs): 

Target Achievement Rate (%): (Total Sales Invoiced / Total Sales Target) * 100 

Collection Efficiency (%): (Total Collections / Total Sales Invoiced) * 100 

Outstanding Receivables: Total Sales Invoiced – Total Collections

Performance Analysis:

Target vs Invoice Comparison: A clustered column chart comparing the sales target against the invoiced sales. This section highlights whether the sales team is meeting, exceeding, or falling short of the target. 

Here we have two types of Target vs Invoice Comparison Reports. 

1. Target vs Invoice Comparison by Salesman: This section of the dashboard focuses on comparing the sales targets with the actual sales invoices for each salesman. It provides a detailed view of individual performance, helping managers identify top performers and those needing support or training. A clustered column chart  comparing the sales target against the invoiced sales for each salesmen. 

2. Target vs Invoice Comparison by Month:This section of the dashboard provides a month-by-month comparison of sales targets versus actual sales invoices. It helps in tracking the monthly performance trends, identifying seasonal patterns, and understanding the overall progress towards annual sales goals for each month.

Invoice vs Collection Comparison: Another  visualization that compares the sales invoiced to the collections. This helps in understanding the efficiency of the collection process and the cash flowstatus. 

Here we have only month wise Invoice vs Collection Comparison Reports. 

Invoice vs Collection Comparison by Month:This section of the dashboard provides a month-by-month comparison of sales invoices versus collections using a clustered column chart. It is designed to help track the efficiency of the collections process, ensuring that invoiced sales are being converted into actual cash received in a timely manner.

Trend Analysis:

Trend analysis section helps in identifying seasonal patterns and sales cycles. we have three types of trend analysis visuals Monthly/Quarterly Trends and Year-over-Year Comparison.

1. Monthly/Quarterly Trends: Line charts showing the monthly or quarterly trends for sales targets, invoices, and collections. This section helps in identifying seasonal patterns and sales cycles. 

2. Year-over-Year Comparison: Visuals comparing performance metrics year-over-year to assess growth and changes over time. in our visuals we made year-over-year comparison for invoices , which compares current year invoice value with previous year sales value month wise.

Interactive Filters: 

Year Filter: Allows users to select specific year (e.g., month, quarter, year) for analysis. 

Month Filter: Allows users to select specific month for analysis. 

Quarter Filter: Allows users to select specific quarter for analysis.Salesman Filter: Filters to view data for specific salesman.

Conclusion: 

This dashboard serves as a powerful tool to track sales performance, ensuring that targets are met, and collections are optimized. By leveraging the insights from this dashboard, stakeholders can make data-driven decisions to improve sales strategies and operational efficiencies.