Sales Dashboard, an introduction

Reports are incredibly useful to running your business, knowing who’s buying what and when.

Jeffrey Meese avatar
Written by Jeffrey Meese
Updated over a week ago

This is an area where you’re going to see a lot of growth and updates over the coming months. Here’s what’s live today…


Shows you which buying accounts are spending the most. Hover over each account to find out the exact amount they are spending. Want to drill into a single product by Customer, you can do that too. Perhaps you learn that 75% of your accounts are only buying one product, but maybe they just don’t know what else you have to offer. It’s much easier to sell more to the people you have than it is to find new people to sell to.

You can also see the total sales revenue of the period selected at the top right corner of the Sales Dashboard. Total sales revenue is calculated based on completed orders in OrderEZ.

You can also drill down further to understand key insights like average order amount and most ordered products by the Customer.


Shows you which of your products are selling the best. Zero into a single Customer to see what they’re buying or organize by dollars and units. Hover over each product to see the exact dollars or units sold. This makes reporting back to brand owners a breeze.

Click on the product to further drill down on the average price per unit and Customers that ordered the product.

Account Activity

Organize by date and/or by Sales Rep so you can see where all your accounts are at any given time. You can’t just drag and drop these between stages, they only progress through the action of the accounts. These four columns show what we thought were the essential stages in the account lifecycle:

  1. Target Accounts - something like a lead - there's a new Customer in town that could potentially be your buying customer, so you create a to-do task and tagged the new Customer. This Customer will appear as your target account. You can also send an onboarding link to them once they become your customer.

  2. Pending Account Opening - you’ve sent an onboarding link to someone at a potential account, but they haven’t completed it yet…you should call them and see what’s taking so long.

  3. Account Open, Yet to Buy - just what it says it is. Hey, they opened the account for a reason and probably just got busy, distracted, or one of a million things… but they wanted to buy something from you and went through the trouble of filling out the account opening form…definitely call them!

  4. Not Ordering - they have bought from you in the past, but haven’t this month (week, year, whatever time you selected in the filter). Maybe it’s a good idea to check in, see what happened? Is there a new manager, procurement specialist, or maybe you dropped the ball and they’re P.O.’d at you; regardless you want to know what happened.

  5. Ordering - hello friends! In an ideal month this is where all your accounts would hang out.

  6. Dormant account - identified by the bell symbol next to the account names, these are the Customers that have not ordered from you for a specific number of days

Account Representatives

This identifies the individual account manager for each of your buying accounts and by assigning an account rep to each customer you can track what they're doing, when, how much money they're spending, and they'll know exactly how their book of business is doing at any given moment. You can adjust this from the Account Activity page or the Customer page under Sales Settings.

Team Activity

This feature, available on mobile and the web, is for account management rather than new business development and only works with existing Customers in the system. The feature lets you log a visit, a call, any interaction with a customer. If you’re onsite and spending some money with them it also allows you to do your check-in and generate an expense claim at the same time. If you’re using the Xero Integration the expenses inputted here will automatically flow through to a Draft Bill to Pay on the stipulated day of the month.

It also comes with a handy "To-Do" list feature, where you will see To-Do tasks assigned to you or add some task for yourself as well.

Expense Tracking

This is simple, straightforward expense tracking is available on mobile and the web. We all have to do it, now there’s an easy and centralized place. If you’re using the Xero Integration the expenses inputted here will automatically flow through to a Draft Bill to Pay on the stipulated day of the month.

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