Dashboard Feature - Get Quick Sales Performance Report & Insights with Ease!

When it comes to sales, consistency is key—not just for your team, but for your bottom line. The approval list helps you maintain control over pricing without constant oversight, ensuring every deal aligns with your business goals and protecting your profits with ease!

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What Is Dashboard Features?

SalesHero's Dashboard features gives you a simple, real-time snapshot of your sales performance. From total sales figures to your hot-selling products, it brings all the sales performance key metrics together in one easy-to-use interface, so you can instantly see how your business is performing.

Who Needs it?

This feature is ideal for b2b business owners, managers, and sales teams who want to track sales performance and spot trends quickly. It is designed for anyone who needs to make smart decisions based on the latest data—without having to sift through complicated reports. Below are the types of reports:

Monthly Sales
Sales by Agent
Top 10 Sales Category
Top 10 Sales Group
Top 10 Sales Item
Top 10 Customers

Key Benefits of Dashboard Features

Quickly Track Sales Trends

Instantly see how your sales are doing. Spot highs, lows, and patterns so you can react quickly.

Make Smarter Decisions

With clear, up-to-date insights, you can make decisions with confidence, whether it’s adjusting pricing, inventory, or marketing.

Save Time and Effort

Skip the clutter and get straight to the important data. The dashboard makes it easy to stay on top of everything.

Stay Ahead of the Game

With key data at your fingertips, you’ll be able to make faster, smarter moves that keep you ahead of the competition.

How To Use The Dashboard Features

Step 1

Step 2

You can view a summary of reports; click 'See All' in the top right for more details."

Step 3

A list of items and details will appear here. You can filter and adjust the date as needed.

Looking for More Advanced Customization?

Explore Other Key Features of SalesHero

Approval Features

Ensure consistency and transparency by maintaining strict adherence to pricing policies. Avoid unauthorized discounts and safeguard your profit margins with this feature.

Learn More

Custom Price Rules

Easily set and manage different pricing tiers for the same product. Customize prices for wholesale, discounts, or individual customers to meet unique business needs

Learn More

Check-In System

Track your field sales reps in real-time with ease. Monitor visits, verify client interactions, and ensure your team stays on schedule to increase overall sales productivity.