Sales Performance Dashboard

Written By Zane Kellogg

Purpose: Monitor the company’s financial position.

Key Metrics:

  • Revenue & Expenses: Comparison with historical and projected data.

  • Profit and Loss Statement: Real-time profitability view.

  • Budget Variance: Track overspending or underspending by department.

  • Accounts Receivable & Payable: Cash flow management.

  • Financial Ratios: Quick solvency and profitability metrics like current ratio, debt-to-equity, etc.

Why It’s Useful:

  • Ensures financial stability and identifies areas where costs can be optimized.

  • Helps track cash flow and forecast needs.

Zane Kellogg
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Executive Overview Dashboard
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Financial Health Dashboard