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Dashboard Widget List

This is part of the Visual Dashboard Reporting Add-on Module.

Below is a full list of widgets available as part of the Visual Dashboard Reporting Add-on Module with a brief description of each. Remember that the data shown is calculated based on the date ranges you enter.

Credits​

Credit total on posted orders only.
credits dashboard widget example

Customer Count​

Number of customers with posted sales orders (invoices).
customer count dashboard widget sample

Dump Analysis​

Breakdown by dump reason. Settings options: Select a pricing group for valuation, select a quantity range to include, exclude some sizes from the breakdown.
dump analysis dashboard widget sample

Farm Sales Comparison​

Comparison of monthly sales by farm based on posted orders only. Settings options: Select which farms to include.
Farm sales comparison dashboard widget sample

Financial Snapshot​

Quick view of accounting data
financial snapshot dashboard widget sample

Footage Shipped​

Total footage on completed loads
footage shipped dashboard widget sample

Gross Sales​

Gross sales calculated from "Total Due" amount on posted invoices.
gross sales dashboard widget sample)

Net Sales​

Net sales calculated from "Total Due" amount on posted sales orders and credit memos.
net sales dashboard widget sample

Past Due​

Amount owed by customer. Setting options: Choose to show only invoices transferred to QuickBooks.
past due dashboard widget sample

Pending Sales​

Pending sales calculated from “Total Due” amount on open master and sales orders.
pending sales dashboard widget sample

Regional Sales Performance​

Net sales from posted sales orders and credit memos by region, compared to the goal set for the calendar year.
regional sales performance dashboard widget sample

Sales by County (US)​

Net sales from posted sales orders and credit memos by county, for US only. Setting options: Toggle between using the “Bill To” or “Ship To” addresses.
sales by county dashboard widget sample

Sales History Comparison​

Comparison of net sales history by year. Settings options: Toggle between line or bar graph.
sales history comparison dashboard widget sample

Sales Rep Performance​

Net sales comparison by sales representative, compared to goal set for calendar year. Settings options: Toggle between Customer Rep and Order Rep.
sales rep performance dashboard widget sample

Shipped vs Scheduled​

Shipped is “Total Due” amount from posted sales orders and credit memos and Scheduled is “Total Due” from sales orders on not-completed loads.
shipped vs. scheduled dashboard widget sample

Term Sales​

Total gross sales by Terms type. Settings options: Select with Terms type to show, can change the name of the widget.
term sales dashboard widget sample

Top Dumps​

List of top dumps, defaulted to show top 10. Settings options: Toggle between Genus or Item, Select a pricing group for valuation, select a quantity range, choose how many dumps to appear on the list, select if value or quantity determine highest spot, exclude sizes from the calculations.
top dumps dashboard widget sample

US & Canada Sales​

Heat map of sales in the US and Canada based on net sales. Settings Options: Toggle between “Bill To” and “Ship To” addresses.
US Canada Sales dashboard widget sample