Major types of dashboards
There are at least five major categories of dashboards that all large companies require. They are listed as follows:
- The Sales dashboard tracks the sales amount, sales quantity, average sales invoice amount, average quantity per invoice, sales calls, active customers, and sales discounts often dimensioned by region, product categories, date, sales officers, and customer type, and compared with already set targets. It is one of the most important dashboards in a company and is of particular interest to the company’s managing director, head of sales, and head of finance.
- The Financial analysis dashboard tracks a company’s financial transactions and financial position. A major aspect of the dashboard is tracking financial expenses by cost categories, cost centers, and date. Usually, these are departments and functional units within the company that have their own budget allocation, and then do a comparison of the actual expenditure versus...