Below the custom sales cards on the HITS Digital Dashboard, a graph and table of sales are displayed. These sections provide both visual and detailed breakdowns of sales activity and can be customized using the Dashboard Filters.
Dashboard Filters
The Dashboard Filters allow users to refine the data displayed on the dashboard, graph, and table. These filters determine which sales data is included in the results when viewing performance metrics.
Filter Options:
- Location: Limits results to a specific store or branch location.
- Customer: Filters results for a specific customer account.
- Customer List: Allows selection from a predefined customer list for multi-customer analysis.
- Salesrep–Invoice: Filters sales results by a specific salesperson.
Display Options:
- Account / Invoice / Line Item: Choose the level of detail displayed in results.
- Account – summarizes by customer account.
- Invoice – displays totals by invoice (default selection).
- Line Item – provides the most detailed view per individual sale line.
Additional Filters:
- GP Fields: When checked, displays gross profit fields and related metrics in dashboard results.
- Show Batch Invoices: When checked, includes batch-closed invoices in the totals and graphs.
After applying or adjusting filters, click Update Results to refresh the dashboard with the filtered data.
Sales By Date: Sales Graph
The Sales Graph displays total sales ($) for the selected date range, based on invoices and batch-closed tickets.
- The graph’s date range is independent from the custom sales cards above.
- Results shown on the graph reflect any filters set in the Dashboard Filters tab.
- Example: If a specific sales representative is selected, the graph will only display that sales rep’s sales data.
Sales By Date: Sales Table
The final section of the dashboard is a Sales Table, which provides a detailed breakdown of all sales activity.
- The table can be displayed by Invoice, Department, or Manufacturer.
- The date range for this section is independent of the other sections and can be set to:
- Today
- Week to Date
- Month to Date
- Like the graph, this table also reflects any filters applied through the Dashboard Filters tab.
Use the Search Bar within the table to quickly locate results by Invoice #, Customer Name, or other fields.
