Distribution Dashboard Examples

Home/Distribution Dashboard Examples

Distribution Dashboards – Samples

Interactive and insightful distribution dashboards for every situation.

DataSelf Analytics for Distribution provides dashboard views that are easy to configure so you see your data your way. From any dashboard, you can go to the underlying ERP data with just one click.

Advanced Analytics by DataSelf 

Distribution Edition

Year-Over-Year

Easy and extensive ways to slice and dice sales information

Same-Period Prior-Year Comparison

Choose a year and period, and easily analyze how the period, YTD and full years compare to the prior year by different dimension. Allows easy drill down to further dimensions. Ex.: KPIs by customer and project.

Dual-Measure Pareto

Shows clients, projects and other dimensions affect the bottom line. Should you invest more in some of them, and discontinue others?

No Sales 

Monitoring no new sales quickly can avoid customer friction.

Inventory Snapshot

Easy and interactive analysis of your inventory: On Hand today, Open SOs, Open POs, and Sold.

Inventory On Hand Today

Extensive analysis of your On Hand Today.

Open Sales Orders

Extensive analysis of your Sales Orders.

Open Purchase Orders

Extensive analysis of your Purchase Orders.

AR Aging (with Proforma – optional) 

Easily combine AR Aging with proforma invoices for a more complete view of receivables.

Payables

Hundreds of Payables reports and dashboards allow users to quickly visualize and analyze AP trends. The dashboard below gives an overview of AP by total, vendor, due date, bill and all details. Selecting data points filters the dashboard.

Natural Language Query (NLQ)  

Like searching on the internet, type in keywords about your data in DataSelf and an instant and accurate report is created. This is available for each data set in DataSelf and might require additional configuration to meet your company’s needs.

Examples of searches and the report created.

Searching for “Contract Remain Amt by Project” yields: 

Searching “Sales by Salesperson by Month in 2019 as a text table” yields: 

Searching for “Gross Profit by State by Year as a Map” yields: 

Actual dashboards might be slightly different. 

All dashboards above are also included with Enterprise Analytics by DataSelf.

Enterprise Analytics by DataSelf 

Distribution Edition 

These templates have a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might require additional configuration not included in SOWs unless specifically described.  

Distribution: Sales, Sales Order, Inventory, and Purchasing

There are 5,000+ templates offering a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might require additional configuration not included in SOWs unless specifically described.  

Salesperson Dashboards (a couple included with Advanced Analytics)

Extensive and easy ways to slice and dice critical sales information.

The following dashboard combines data from ERP and CRM (when available).

Several views to analyze the top and bottom performers across different data sets such as customers, products or projects and regions.

Year-Over-Year (also in Advanced Analytics)

Easy and extensive ways to slice and dice sales information

Same-Period Prior-Year Comparison (also in Advanced Analytics)

Choose a year and period, and easily analyze how the period, YTD and full years compare to the prior year by different dimension. Allows easy drill down to further dimensions. Ex.: KPIs by customer and project.

Top Products/Service Sales

Easy access to who’s purchasing your top products/services. Why are some large clients not buying the top products/services?

Sales Projection and What-If Scenarios

When working with high volume data such as for sales or inventory projection, DataSelf can leverage tools such as MS SQL Server, Tableau, Power BI and R to allow companies to tackle complex statistical algorithms for forecasting.

Customer Loyalty

To keep a tab on why clients stick around and why some leave.

Dual-Measure Pareto (also in Advanced Analytics)

Shows how clients, projects, and other dimensions affect the bottom line. Should you invest more in some of them and discontinue others?

No Sales (also in Advanced Analytics)

Monitoring no new sales quickly can avoid customer friction.

Fulfillment Rates

Closely and timely monitoring fulfillment rates can greatly impact the management of customer satisfaction, business efficiency and lost revenues.

Inventory Snapshot (also in Advanced Analytics)

Easy and interactive analysis of your inventory On Hand today, Open SOs, Open POs, and Sold.

Open Sales Orders (also in Advanced Analytics)

Extensive analysis of your Sales Orders.

Open Purchase Orders (also in Advanced Analytics)

Extensive analysis of your Purchase Orders.

Inventory On Hand Today (also in Advanced Analytics)

Extensive analysis of your On Hand Today.

Inventory Planning – Optional

These templates have a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might require additional configuration not included in the SOW.

Days of Stock and Inventory Projection

Inventory Planning and Projections

CRM: Contact, Opportunity and Tech Support – Optional

There are 1,000+ templates offering a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might require additional configuration not included in SOWs unless specifically described.

Opportunities

Slice and dice your opportunities by different dimensions.

Sales Velocity

A powerful method to analyze the efficiency of your sales processes and team.

Sales Funnel

Easy and interactive ways to slice and dice your sales funnel.

Stuck Opportunities

Many stuck opportunities need work to move forward, otherwise many will be gone. Be on top of them easily.

Marketing Campaigns with User Traction – Optional

Open & Click KPIs

Easy and interactive ways to analyze which companies and individuals have been consuming your eBlasts across campaigns and time.

Open & Click Trends and KPIs by Client

Easy and interactive way to analyze trends from companies and individuals consuming your eBlasts across campaigns.

Open & Click Trends Across Campaigns

Interactive ways to analyze how opens and clicks perform across campaigns and time.

Google Analytics and E-Commerce – Optional

These templates have a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might require additional configuration not included in the SOW.

Core Financials: AP, AR, and GL – Optional

There are 1,000+ templates offering a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might require additional configuration not included in SOWs unless specifically described.

360-View Dashboards (a couple included with Advanced Analytics from a single data source)

KPIs from different systems such as the ERP, CRM, Google Analytics, Payroll, and Excel. Clicking on a KPI will drill down into more details. Dashboards like this are usually tailored for C-level executives based on their specific KPI needs.

This is a preconfigured P&L Dashboard that can be easily adjusted. Budget amounts can come from the ERP, Excel, or user-input.

Financial KPIs and Ratios

Dozens of pre-configured dashboards provide insights into financial KPIs from P&L and Balance Sheet.

This template shows P&L by month across years.

Profit and Loss Reports (a few included with Advanced Analytics)

Extensive library of P&L reports with easy slicing and dicing.

Percent of a Metric

Keeping track of your financials against your sales (revenues) or gross profit or other metrics can quickly highlight important trends. For instance, why are marketing expenses trending up against their percentage of sales?

Single-Page Analytics

Provides extensive ways to slice and dice financials on a single page. Users can easily select periods, measures (such as budget and variances), and drill down all the way to GL Batch information—everything on a single page.

Watch our 2-min video at https://www.youtube.com/watch?v=UhSmNp1SNcs.

Multi-Company Environment

DataSelf provides comprehensive ways to consolidate data from multi-company systems. The data is normalized and consolidated in the DataSelf data warehouse, and then it becomes easy and fast to report from single companies, groups of companies, or across all of them. The example below shows 3 business units and the consolidated total.

Multi-Currency Consolidation

DataSelf provides comprehensive ways to consolidate multi-currency systems. The data is normalized and consolidated in the DataSelf data warehouse, and then it becomes easy and fast to report on single or multiple currencies. The example below shows the financials from 3 business units working with different currencies, how they relate to the consolidated currency USD, and the total.

Balance Sheet

Extensive library of Balance Sheet reports with easy slicing and dicing. These templates have a similar framework of the P&L reporting above.

AR Aging with Proforma (included with Advanced Analytics)

Easily combine AR Aging with proforma invoices for a more complete view of your cash flow.

Payables (also in Advanced Analytics)

Hundreds of Payables reports and dashboards allow users to quickly visualize and analyze AP trends. The dashboard below gives an overview of AP by total, vendor, due date, bill, and all details. Selecting data points filters the dashboard. 

Budgeting

DataSelf can combine actuals data with budgets coming from your source system, Excel files, or directly from user input. Setting up Budgeting and Forecasting requires an understanding of the client’s specific needs and might require additional configuration not included in SOWs unless specifically described.

Forecasting

When working with high data volume, DataSelf can leverage tools such as MS SQL Server, Tableau, Power BI and R to allow companies to tackle complex statistical algorithms for forecasting.

You can find a more complete, full list of DataSelf templates at https://www.dataself.com/templates/.

Contact our Distribution BI Experts!

Fill out the following form and one of our distribution analytics experts will contact you shortly. 

  • We respect your privacy and will not sell or share your contact information with anyone.