Sales Trend
Current Period vs Prior Period, Aligned by Day of Period
Sales by Brand
Top Brands — Selected Range
Sales by Sales Rep
Top Reps — Selected Range
Sales by Category
Category : Brand : Product Category : SKU Category
Sales by Location
Delivery Region — Selected Range
Top Customers
Order Count, Qty and Sales — Selected Range
| Customer | Orders | Qty | Sales |
|---|
Top Products
Units Sold, Qty and Sales — Selected Range
| Product | Units (qty) | Sales |
|---|
Brand & item wise — units sold by sales rep
Click a brand row to drill down into its products. "Show" limits the sales reps shown to the top N by qty sold — all brands still appear.
Uncategorized Transactions
Lines with no Category value — delivery charges, returns, bounced-cheque fees, damaged goods, and any un-mapped SKUs. Updates automatically as you upload more files.
| Date | Type | Invoice No | Location | Sales Rep | Customer | SKU | Product / Service | Qty | Amount | VAT | Gross |
|---|
Sales by Location — Growth vs Prior Period & Target
"Sales Target" = Last Period Sales × (1 + Growth Target %). Enter your own target % above to see the impact instantly.
| Location | Sales (Current) | Sales (Previous) | Sales Inc/Dec % | Qty (Current) | Qty (Previous) | Qty Inc/Dec % | Orders (Current) | Orders (Previous) | Orders Inc/Dec % | Sales Target | Inc/Dec % vs Target |
|---|---|---|---|---|---|---|---|---|---|---|---|
Weekly Sales by Location — Current Range
Current range split into 7-day windows starting from the range's first day. Values are sales.
Upload this week's Invoice Detailed Report (.xlsx)
Same export you pull from QuickBooks — nothing needs to be pre-cleaned. Upload as many weeks as you like; each one is stored and added to the dashboard.
All uploads
| Period | File | Rows | Sales | Uploaded By | Uploaded At |
|---|
Data library
Every upload processed so far. Deleting one removes it from the dashboard.
| Period | File | Date range | Rows | Sales | Uploaded By | Uploaded At |
|---|
Submit a Picking Fault
Fill this in whenever a fault is found — it's saved instantly. Picker/checker names shown are limited to what "Viewing as" is allowed to submit under.
Picking Faults Submission
Every submission, whether entered through the form above or brought in via migration import. This is the single source the report is built from.
| Submission Date | Checker | Fault Type | Picker | Customer | Fault Details | Recorded at |
|---|
One-time migration: upload historical Picking Faults export (.xlsx)
Expected columns: Submission Date, Employee, Fault Details, Select Customer, Checker Name, Fault Type. Rows with a Submission ID matching one already stored are skipped automatically, so it's safe to re-run.
Migration history
Every import run so far, most recent first.
| Imported at | File | Rows added | Rows skipped (duplicate) |
|---|
Picker Performance
Click a picker to see their fault breakdown.
| Employee / Fault Type | Ratio | Count | |
|---|---|---|---|
Faults by Date Range
Fault Type Wise Summary
| Fault type | Ratio | Count |
|---|---|---|
Checker Ratio
Form Submissions
| Submission Date | Checker | Fault Type | Picker | Customer | Fault Details |
|---|
Checkers
These are the names that appear in the Checker dropdown on the Picking Faults form. Add a new checker or remove one who is no longer active.
Pickers
These are the names that appear in the Picker (Employee) dropdown on the Picking Faults form.
Fault Types
These are the options shown on the Picking Faults form. The five default types are always included — add extras here as needed.
Customers
Pre-loaded customer names for the Customer autocomplete field on the form. New names also get added automatically when you submit a fault with a customer not in this list.
Invite a team member
People invited here can sign in to the dashboard. Set what they can see below. Everyone gets a temporary password — they're forced to pick their own on first login.
Copy this before you close the tab — they'll change it on first login.
Team
Everyone with sign-in access. Use "Viewing as" in the sidebar to preview what a given user sees.