Principal / Customer Summary Dashboard

Principal Customer Summary

The Principal and Customer Summary dashboard provides this year versus last year perspective of your company sales history.  The dashboard will display Total Sales Last period (YTD, 3 Month, 12 Month, Custom, etc.), Total % Change vs. Last Period by Principal or Customer. You can select a single or multiple Principals or Customers. 

 You can also filter data by Customer, Sales Representative, Branch, Brand and Product.

Sales data dashboard showing ship dates, arrival dates, and sales by principal.