Revenue Analysis
Analyze sales value across periods, customers, products and business areas.
SALES ANALYTICS & DASHBOARDS
Understand Sales. See What Drives Growth.
Turn sales transactions, customers, products, teams, regions and targets into structured dashboards that help management understand performance, trends and opportunities.
Discuss Your Sales Dashboard
01
Sales Performance
Understand revenue, quantity, orders and sales activity.
02
Customer Insights
Analyze customers, segments and purchasing patterns.
03
Product Performance
Identify products and categories contributing to sales.
04
Target Visibility
Compare actual performance against defined targets.
01
Overview
SALES DATA INTO BUSINESS VISIBILITY
Know what is selling, where and to whom.
Sales information may exist across invoices, sales orders, CRM systems, ERP platforms, spreadsheets, POS systems and custom business applications.
Without structured analytics, understanding overall sales performance may require manual consolidation and repeated spreadsheet work.
Incodiv Tech develops sales analytics and dashboard solutions that organize relevant sales information into meaningful KPIs, comparisons, trends and drill-down reporting.
02
Capabilities
SALES ANALYTICS CAPABILITIES
Explore sales performance from multiple perspectives.
Order Analysis
Understand sales orders, transaction volumes and order activity.
Customer Analytics
Compare customer contribution, purchasing activity and segments.
Product Analytics
Understand sales by product, category and available dimensions.
Salesperson Performance
Analyze sales activity and results across salespeople or teams.
Regional Analysis
Compare sales across locations, territories, branches or regions.
Target vs Actual
Compare achieved sales against available targets or budgets.
Period Analysis
Compare daily, monthly, quarterly and yearly performance.
Margin Analysis
Analyze margin-related performance where suitable cost data is available.
Trend Analysis
Identify changes in sales performance across reporting periods.
Category Analysis
Understand performance across product categories, services or business segments.
Executive Sales Dashboard
Give management a consolidated view of important sales indicators.
03
Business Challenges
WHEN SALES DATA IS HARD TO READ
Sales numbers alone don't tell the whole story.
01
Manual Sales Reports
Teams repeatedly prepare spreadsheets before management can review performance.
02
Disconnected Sales Data
Orders, customers, invoices and targets exist in different systems.
03
Limited Customer Visibility
It is difficult to understand which customers contribute most to sales.
04
Unclear Product Performance
Management cannot quickly compare products or categories.
05
Target Tracking
Actual sales and targets may be maintained separately.
06
Slow Trend Analysis
Understanding period-over-period changes requires manual analysis.
04
Analytics Model
CONNECT THE SALES JOURNEY
Build reporting around the complete sales picture.
01
Sales Data
Orders, invoices, products, customers and related data.
02
Prepare
Clean and organize data for analytical reporting.
03
Calculate
Define sales measures, KPIs and comparisons.
04
Analyze
Explore customers, products, teams and trends.
05
Act
Use clearer information to support sales decisions.
05
Sales KPIs
MEASURE WHAT MATTERS
Build dashboards around meaningful sales indicators.
KPI selection depends on your sales process, available source data and the questions management needs the dashboard to answer.
KPI 01
Total Sales
Overall sales value for the selected period.
KPI 02
Sales Growth
Change in sales between comparable periods.
KPI 03
Order Count
Number of sales transactions or orders.
KPI 04
Average Order Value
Average sales value per transaction.
KPI 05
Gross Margin
Margin visibility where reliable cost data exists.
KPI 06
Target Achievement
Actual performance compared with defined sales targets.
KPI 07
Customer Count
Number of customers contributing to sales activity.
KPI 08
Units Sold
Quantity sold where product quantity data is available.
06
Customer Analytics
UNDERSTAND CUSTOMER CONTRIBUTION
See which customers are driving sales.
Customer analytics can help management understand sales contribution, transaction activity and purchasing patterns across available customer information.
01
Top Customers
Identify customers contributing the highest sales value.
02
Customer Sales Trend
Review how customer sales change over time.
03
Customer Segments
Compare sales across available customer groups or categories.
04
Purchase Activity
Analyze order frequency and purchasing behavior where supported.
07
Product Analytics
WHAT IS SELLING
Understand product and category performance.
Product-level reporting can help teams understand which products, services or categories contribute to sales and how that contribution changes over time.
PRODUCT PERFORMANCE
Sales Analysis
ANALYTICS VIEW
01
Top Products
Products contributing the highest sales.
02
Category Sales
Compare performance across categories.
03
Units Sold
Understand product quantity movement.
04
Margin
Review product margin where cost data exists.
08
Target Analysis
TARGET VS ACTUAL
Know where sales performance stands against expectations.
Where target or budget data is available, dashboards can compare actual sales against expected performance across periods, teams, products, branches or other suitable dimensions.
01
Target
Expected sales
02
Actual
Achieved sales
03
Variance
Difference
04
Achievement
Performance %
09
Sales Team
TEAM PERFORMANCE
Compare sales performance across teams and salespeople.
Where salesperson or team ownership exists in the source system, analytics can provide structured views of sales contribution, targets and performance.
01
Sales by Person
Compare sales contribution across salespeople.
02
Sales by Team
Review performance across defined sales teams.
03
Target Achievement
Compare individual or team results with available targets.
04
Period Comparison
Understand performance changes between reporting periods.
10
Location Analytics
WHERE SALES HAPPEN
Compare performance across locations.
For businesses with location, branch, territory or regional information, dashboards can provide geographic and organizational sales comparisons.
Branch
Sales by branch
Region
Regional performance
Location
Location-level analysis
Territory
Sales territory comparison
11
Trend Analysis
PERFORMANCE OVER TIME
Don't only see today's number. See how it is changing.
Time-based analytics can help management understand changes in sales performance across comparable periods.
01
Daily
Short-term sales activity.
02
Monthly
Month-level performance.
03
Quarterly
Quarter-based comparisons.
04
Yearly
Longer-term sales trends.
05
Period vs Period
Compare similar periods.
06
Growth %
Measure available growth changes.
12
Data Sources
CONNECT SALES INFORMATION
Build analytics from the systems your business already uses.
The exact connection method depends on the source platform, available APIs, database access, connectors, exports and the organization's technical environment.
Excel
SQL Server
MySQL
POS Systems
ERP Systems
CRM Systems
Sales & Invoice Data
REST APIs
SharePoint
Dataverse
13
Dashboard Structure
DIFFERENT QUESTIONS. DIFFERENT VIEWS.
Organize sales analytics into focused report pages.
01
Sales Overview
Core KPIs, trends and overall sales performance.
02
Customer Analysis
Customer contribution, segments and activity.
03
Product Analysis
Product and category sales performance.
04
Team Performance
Salesperson and team performance views.
05
Target Analysis
Target, actual and variance reporting.
06
Trend Analysis
Time-based comparisons and sales movement.
14
Technology
SALES ANALYTICS STACK
Technologies for connected sales reporting.
Power BI
Power Query
DAX
SQL Server
T-SQL
MySQL
Excel
SharePoint
Dataverse
REST APIs
Power Platform
Microsoft 365
15
Our Process
FROM SALES DATA TO DASHBOARD
Build analytics around the questions your team asks.
01
Discover
Understand sales processes, users and reporting needs.
02
Assess
Review sales data sources and existing reports.
03
Define
Agree KPIs, dimensions and dashboard requirements.
04
Model
Prepare relationships, calculations and reporting data.
05
Build
Develop dashboard pages, visuals and interactions.
06
Improve
Refine reporting as sales requirements evolve.
16
Why Incodiv
SALES + DATA + BUSINESS SYSTEMS
Analytics connected with real business operations.
Incodiv Tech combines Power BI and data analytics experience with business software, CRM, ERP, POS, SQL databases and Microsoft technologies.
This allows us to understand not only the dashboard layer, but also the business systems producing the underlying sales data.
01
Business-focused sales reporting
02
Power BI dashboard development
03
SQL & data modeling experience
04
ERP, CRM & POS understanding
05
Custom KPI development
06
Cross-system reporting capability
17
Related Services
EXPLORE MORE
Extend your sales reporting environment.
18
FAQ
COMMON QUESTIONS
Sales analytics and dashboards, explained.
What is a sales analytics dashboard? +
A sales analytics dashboard organizes sales information into KPIs, charts, comparisons and analytical views so users can understand performance more easily.
Which sales KPIs can be included? +
Depending on available data, dashboards may include total sales, sales growth, orders, average order value, units sold, margin, target achievement and other business-specific indicators.
Can sales be analyzed by customer? +
Yes. Where customer information is available, reporting can compare sales contribution, purchasing activity, segments and trends.
Can we analyze sales by product or category? +
Yes. Product, category and quantity information can be used to build relevant product-performance views where the source data supports those dimensions.
Can we compare targets against actual sales? +
Yes. If suitable target or budget data is available, it can be modeled alongside actual sales for variance and achievement reporting.
Can sales data come from multiple systems? +
Yes, where suitable connection methods are available. Sales information can be prepared from databases, spreadsheets, ERP, CRM, POS and other supported sources.
Can salespeople have individual performance views? +
Where salesperson ownership exists in the source data, reporting can be structured around individuals, teams, territories or other relevant dimensions.
Can existing Excel sales reports be moved to Power BI? +
Often yes. Existing reports and source files can first be reviewed to determine how the current calculations and reporting structure should be modeled in Power BI.
YOUR SALES DATA SHOULD ANSWER BUSINESS QUESTIONS
See what is selling. Understand what is changing.
Tell us where your sales data currently lives and which KPIs, customers, products, teams or locations you need to analyze.
Discuss Your Sales Analytics