Overview
Sales managers usually piece together quotation, order and invoicing numbers from separate list views and exports. AC Sales Dashboard puts everything on one interactive screen: KPI cards for quotations, confirmed orders, this-month revenue and amounts still to invoice, plus charts for order status, invoicing status, monthly trends and the top customers, salespeople and products. Every card and chart is clickable, opening the exact filtered list of orders behind the number, and a built-in compare-period mode shows growth or decline against any prior date range.
Key Features
- KPI cards for Quotations, Sales Orders, This Month revenue and To-Invoice totals, each showing both count and amount.
- Status breakdown cards for every order state: Draft, Sent, Confirmed and Cancelled.
- Order-status and invoicing-status doughnut charts (Nothing to Invoice, To Invoice, Fully Invoiced, Upselling).
- Six-month sales trend chart plus Top Customers, Top Salespersons and Top Products ranking charts.
- Compare-period mode that overlays a prior date range and shows percentage growth or decline deltas on KPI cards and charts.
- Click-through from any KPI or chart segment straight to the matching filtered sale order or order-line list.
- Dynamic filters by customer, salesperson, order state, invoice status and date range, with quick date presets and a clear button.
- Company-scoped data with the current company's currency symbol, plus dark-mode support inherited from the base dashboard.