{"id":689,"date":"2022-07-13T17:51:43","date_gmt":"2022-07-13T17:51:43","guid":{"rendered":"https:\/\/zettaflow.tech\/blog\/?p=689"},"modified":"2025-07-13T19:50:36","modified_gmt":"2025-07-13T19:50:36","slug":"sales-dashboard","status":"publish","type":"post","link":"https:\/\/tapegraph.io\/blog\/sales-dashboard\/","title":{"rendered":"Sales Dashboard"},"content":{"rendered":"\n
\"Sales<\/a>
Follow the link for the actual dashboard. Use the full-screen mode of your browser.<\/a><\/em><\/figcaption><\/figure>\n\n\n\n\n\n\n\n

One of the most commonly used types of dashboards is a sales dashboard. <\/p>\n\n\n\n

If you’re a sales manager, you definitely want a tool that gives you a real-time overview of the most important sales information that you need to reach your goals.<\/p>\n\n\n\n

Dashboard<\/h3>\n\n\n\n

So, have a look at the Sales Dashboard<\/a> that we have created using a free version of our platform<\/a>. Use the full-screen mode of your browser.\u00a0<\/p>\n\n\n\n

Here<\/a> is the dataset used – the retail data of a global superstore.<\/p>\n\n\n\n

The dashboard displays your KPIs<\/strong> including sales<\/strong>, profit<\/strong>, the average order size<\/strong>, on-time delivery rate<\/strong>, and the number of new customers<\/strong>.<\/p>\n\n\n\n

You may also see your top customers<\/strong>.<\/p>\n\n\n\n

And there is revenue <\/strong>QTD <\/strong>and YTD by region. <\/p>\n\n\n\n

The dashboard also shows product sales <\/strong>by product categories, and you may check the number of units sold<\/strong> as well as the average unit price<\/strong>. <\/p>\n\n\n\n

To build this dashboard we have used just one data source, but you are free to use as many as you need. <\/p>\n\n\n\n

The data is fetched from the database with SQL queries.<\/p>\n\n\n\n

Queries<\/h3>\n\n\n\n

Here are a couple of cool queries as an example:<\/p>\n\n\n\n

To calculate the actual new customers<\/strong> I used:<\/p>\n\n\n\n

<\/span><\/div>
WITH t AS (\n    SELECT DISTINCT\n        customer_id,\n        order_date,\n        MIN(order_date) OVER (PARTITION BY customer_id) AS first_purchase_date,\n        date_part('month', order_date) AS the_month\n        FROM superstore_orders\n)\nSELECT\n    COUNT(first_purchase_date)\n    FROM t\n    WHERE first_purchase_date > '2014-01-01'<\/pre><\/div>\n\n\n\n
And to calculate the on-time delivery rate <\/strong>I used:<\/p>\n\n\n\n
<\/span><\/div>
WITH\nt AS (\n    SELECT\n        *,\n        DATE_PART('day', ship_date::timestamp - order_date::timestamp) AS days,\n        (\n            CASE\n                WHEN ship_mode = 'Same Day' THEN 0\n                WHEN ship_mode = 'First Class' THEN 2\n                WHEN ship_mode = 'Second Class' THEN 4\n                WHEN ship_mode = 'Standard Class' THEN 7\n                ELSE NULL\n            END            \n        ) AS ship_mode_days\n    FROM\n        superstore_orders\n    WHERE\n        DATE_PART('year', order_date) = 2014                        \n),\nt2 AS (\n    SELECT\n        *,\n        (CASE WHEN ship_mode_days - days >= 0 THEN 1 ELSE 0 END) AS ontime\n    FROM\n        t\n),\nt3 AS (\n    SELECT\n        (SELECT COUNT(*) FROM t2) AS count_all,\n        (SELECT COUNT(*) FROM t2 WHERE ontime = 0) AS count_0,\n        (SELECT COUNT(*) FROM t2 WHERE ontime = 1) AS count_1    \n)\nSELECT\n    *,\n    ROUND((count_0::float \/ count_all) * 100) as count_0_pc,\n    ROUND((count_1::float \/ count_all) * 100) as count_1_pc\nFROM\n    t3<\/pre><\/div>\n\n\n\n
Comment below what else you would add to your sales dashboard. <\/p>\n\n\n\n
Happy dashboarding!<\/p>\n","protected":false},"excerpt":{"rendered":"
One of the most commonly used types of dashboards.
\nSales dashboard is a must have tool for a sales manager.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[29,14],"tags":[43,40,42,49,22,7,3],"class_list":["post-689","post","type-post","status-publish","format-standard","hentry","category-dashboard-examples","category-visualization","tag-beginner","tag-dashboards","tag-how-to","tag-kpis","tag-sales","tag-sql","tag-visualization"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/tapegraph.io\/blog\/wp-json\/wp\/v2\/posts\/689","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tapegraph.io\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tapegraph.io\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tapegraph.io\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/tapegraph.io\/blog\/wp-json\/wp\/v2\/comments?post=689"}],"version-history":[{"count":30,"href":"https:\/\/tapegraph.io\/blog\/wp-json\/wp\/v2\/posts\/689\/revisions"}],"predecessor-version":[{"id":1012,"href":"https:\/\/tapegraph.io\/blog\/wp-json\/wp\/v2\/posts\/689\/revisions\/1012"}],"wp:attachment":[{"href":"https:\/\/tapegraph.io\/blog\/wp-json\/wp\/v2\/media?parent=689"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tapegraph.io\/blog\/wp-json\/wp\/v2\/categories?post=689"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tapegraph.io\/blog\/wp-json\/wp\/v2\/tags?post=689"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}