Smart Sales & Revenue Dashboards
Powered by Your ERP System
At iSales, we deliver intuitive, insightful Power BI dashboards that transform raw ERP and business system data into real-time revenue visibility. Whether you’re operating a high‑velocity transactional enterprise or managing complex, high‑value project sales, our dashboards provide deep, actionable insights—not only into what’s happening now, but into what lies ahead.
1. Transactional Business Dashboards (High-Volume, Low-Value Sales)
For businesses engaging in frequent, high‑volume, lower‑value transactions—think wholesale chains, e‑commerce platforms, or fast-moving B2B goods—the Transactional Dashboard offers razor‑sharp clarity. Monitor the pulse of your revenue by product type, geographic region, individual sales rep or product type performance. Drill down to compare new business wins versus account‑management upsells, enabling you to fine‑tune promotional campaigns, stock allocations, and staffing. The interface updates sync in near real‑time with your ERP, giving your team fast, reliable data to respond swiftly to demand fluctuations.
Forecast & Projection Module: Built for agility, this component pushes beyond historical reporting. Advanced time‑series forecasting allows you to project future sales volumes and revenue trends by product and region, helping anticipate inventory needs or seasonal spikes. Forecast accuracy improves automatically as new transactional data flows in, empowering smarter procurement and promotion decisions.
2. Project Business Dashboards (Low-Frequency, High-Value Sales)
For industries like engineering, construction, consulting, or bespoke manufacturing—where sales are fewer but significantly higher in value—the Project Dashboard is tailored to reflect the longer lead times and complexity of pipeline management. Track each project’s lifecycle from lead to close, with visibility by project type, geographic location, and responsible sales rep or account manager. You’ll also gain clarity over whether opportunities are new business pursuits or existing‑account expansions, helping you to allocate resources and budgets effectively.
Forecast & Projection Module: This portion of the dashboard takes into account each project’s anticipated value and scheduled delivery, projecting your order intake weeks or months in advance. With custom forecasting models—including weighted pipeline, stage‑based probabilities, and trend‑adjusted forecasts—you gain a forward‑looking view of your cash‑flow timing and sales team performance. Meanwhile, scenario simulations allow you to gauge the impact of accelerating or delaying project closures, helping you align operations with strategic goals.
Cross‑Dashboard Capabilities: Unified Insights Across Business Models
Across both transactional and project‑oriented dashboards, iSales delivers consistent, unified insight through:
- Product‑Type Analysis: Instantly compare how different items or services perform.
- Geographic Performance: Drill into regional, state, or location‑level sales trends to adjust sales strategies or resource allocation in real time.
- Sales Rep Tracking: See which team members are closing deals faster, upselling more, or generating the highest lifetime customer value.
- New vs. Existing Business: Identify growth opportunities in new‐customer acquisition versus cross‑selling within your existing account base.
- Forecast Comparison: Overlay forecasted versus actual performance to continuously refine models and strategies.
With iSales’ Power BI dashboards, your leadership team gains a unified action‑centre, no matter whether you’re trading in volume or value. Using your existing ERP or business systems, our solution brings clarity, agility, and forecasting power—all fed by data you already own.
