Actual vs Target Dashboard


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INTRODUCTION

To allow Business Owner to view the actual sales by month, by quarter and by year. It helps business owner to fix a target amount and view its actual amount in the dashboard. This will help to visualize whether the sales performance is on track or not. It consists of 4 layers of data setup for this Dashboard Chart.

 

Actual vs Target (Month) or (Quarter) or (Year)

  • Know what is your current stand and how much sales you still need to get in order to hit the target.

  • Helps you determine if you’re on track to meet your sales quota.

  • Once you confirm a Sales Order, Pivotino will automatically update the chart based on your amount in the Sales Order

This is 1st Layer of Data : This is the Gauge meter, Business Owner (BO) / Salesperson (SP) will have a different set to present in Dashboard. BO can view the entire company’s Actual and Target amount, where SP view is only their own data. In this view, user allow to filter by “Month”, “Quarter” and “Year” to respective data to take action.

  • Figure shown on the Top Left (Ex: 58.5 K) represents the achieved sales within the current month. The meter pointer is associated with the number.

  • Figure shown on Bottom Right (Ex: 287 K ) of the gauge represents the target amount which is expected to be achieved in this current month.

  • User may “Click” to this gauge meter to navigate to the next layer for more detailed breakdown for action.

Odoo • Image and Text

                                       Actual vs Target (Current Mth) : 1st Layer

This is 2nd Layer of Data : This is called Graph View. There are 2 different data charts to help BO/SP for making a quick decision to turn for next action by looking at “Stage” and “Salesperson” Chart. 

All Prospect By Stage :

  • Stage : In Opportunity, there are total of 6 Stages in pipeline which started with “New”, “First Activity”, “Follow up”, “Quotation” and “Won” or “Loss”.  

    • New :  This  is the first stage of Opportunity when 1st created.

    • First Activity :   This is the second stage of opportunity when 1st activity of your opportunity is in DONE (System automated move).

    • Follow up :   This is the third stage of opportunity when user is ready to move to next action which is follow up, typically is right after 2 activities in DONE. (User can drag and drop to this stage)

    • Quotation :   This is the last stage of your opportunity before turn to Won or Loss for this deal. In this stage, quotation is ready to be created after user mark as “Won”.

    • Won :   In this Stage, your deal is confirmed and your Quotation is created (user to create).

    • Lost :  In this stage, your client decided not to pursuit further so deal is move to Lost stage after user mark as “Lost”.


  • Under “Stage” filter :  Donuts Chart is helps to categorize the open opportunity by stage on current month.

  • The arrangement of this chart is based on stage of the opportunity in this chart.  The chart is divided base on the highest revenue in stage to display individually.

  • This Donuts chart is to allow BO/SP to easily identify opportunity by stage for take action to achieve the for current month.

  • Figure shown on Center (Ex: 3.60 M) is the total revenue of the current month open opportunity.

  • Navigation to get more details :

    • Desktop View : User can “mouse over” to the stage to view each data point.

    • Mobile View : User can “Tap” on the stage to view each data point.

Odoo • Image and Text

                   All Prospect By Stage : 2nd Layer

All Prospect By Salesperson :

  • Salesperson : Single level of data set.

  • Under “Salesperson” filter : Donut Chart is helps to breakdown the current month open opportunity by salesperson.

  • The arrangement of this chart is based each salesperson opportunity. The chart is divided base on salesperson open opportunity, for those open opportunity is less than 10% will be group under “Others”. Again, user can click further in the get breakdown details.

  • This Donut chart is to allow BO to immediate discuss with respective salesperson to deep dive and close the sales to achieved the target for current month. This chart is focus to be able to assess on salesperson performance within single view of data.

  • Figure shown on Center (Ex: 3.60 M) is the total revenue of the current month open opportunity.

  • Navigation to get more details :

    • Desktop View : User can “mouse over” to the chart view each data point.

    • Mobile View : User can “Tap” on the chart to view each data point.

Odoo • Image and Text

                       All Prospect By Salesperson : 2nd Layer

This is 3rd Layer of Data :  This is call Kanban View. There are 2 different data set from this session, by either from “Stage” or  “Salesperson” then each view will represent different set of data as below

  • Stage : Click on graph

    • It’s will bring user to Kanban view, list of current month open opportunity for each particular Stage on what user is clicked.

    • There will be a Stack Bar indicator show on top of each Stage (ex: New). This is to indicate of all activity under this stage where some may Overdue (Red) or Planned (Green).

    • User can use “ Group By ” or “ Filters ” or “ Favorites ” function as below mentioned image to further breakdown of data. 

Odoo • Image and Text

Kanban View By Stage : 3rd Layer

  • Salesperson : Click on graph

    • It’s will bring user to Kanban view, list of lost opportunity for this particular salesperson on what user is clicked.

    • There will be a Stack Bar indicator show on top of each Stage (ex: Sarah). This is to indicate of all activity under this stage where some may Overdue (Red) or Planned (Green).

    • User can use “Group By” or “Filters” or “Favorites” function to further breakdown of data.

Odoo • Image and Text

             Kanban View By Salesperson : 3rd Layer

This is 4th Layer of Data :  This is call Action View (aka: Form View). This form view is to display all details information of particular opportunity which in Open stage. In this view right side corner you can see the previous and next button to move opportunity. 

  • Below is shown for opportunity form view 

    • User can Edit to amend any information. 

    • User can refer more information related to this opportunity form in CRM user guide.

Odoo • Image and Text

            Action View : 4th Layer