Sales dashboard

Know today's sales today — not early next month

We connect the POS, ERP, Excel files, and online stores you already use into one sales dashboard: what you sold today, how far that is from target, which branch leads, which products actually earn, and where to look first.

Daily
sales update themselves — no file merging
Every branch
compared on the same baseline
Per product
revenue and margin side by side
On mobile
check the numbers without going back to the office

The short answer

What should a decision-ready sales dashboard show?

A decision-ready sales dashboard shows six things: today's sales against target, month-to-date against last month, sales by branch, sales by product with margin per unit, sales by salesperson or channel, and anything abnormal — an unusual discount or several days of decline. All of it updates itself from the live sales system, with no one merging files.

Key facts

  • Connects POS, ERP, Excel, Google Sheets, and online stores into one screen
  • Compares branches and time periods on the same baseline
  • Separates revenue from profit — the best seller is not always the best earner
  • Opens on a phone, so yesterday's numbers do not need a desktop

Last reviewed:

What to see daily

The sales numbers owners and sales leads should see daily

This is the set that actually changes what happens tomorrow.

🎯

Today vs target

See instantly how far today is from target and which channel to push.

📆

Month to date

MTD against last month and the same period last year — the trend before month end.

🏬

Sales by branch

Branches ranked high to low, with each one's gap from the group average.

💰

Best sellers and best earners

Two separate lists — the top seller is not always the top earner.

🧑‍💼

Sales per salesperson

Closed value and close rate per person, for fair targets and focused coaching.

🛒

Sales by channel

Storefront, online, LINE, and agents — see which channel is really growing.

🏷️

Discounts given

Total discount value, so you can see what the extra revenue cost in margin.

🧾

Average basket

Value and items per receipt tell you whether growth came from new customers or upselling.

⚠️

Anything abnormal

Consecutive declines, unusual discounts, or a product missing from the report is flagged.

Sales views

Five sales views we design

Each answers a different question — switch on only the ones your team uses.

Daily

Daily sales

Today, yesterday, and the last seven days against the target line — daily selling health.

Branch

Branch comparison

Revenue, margin, and receipt count for every branch on one baseline.

Product

Sales by product

Best sellers, high-margin items, and products whose sales are slipping, kept distinct.

Team

Sales by salesperson

Closed value, close rate, and average deal size for targets and coaching.

Channel

Sales by channel

Storefront, online, marketplace, and agents — revenue against each channel's cost.

Try it

From revenue to the profit that's left

Step through what one block of revenue becomes after each layer of cost.

From every ฿100 of sales

38
7
9
34
12
Ingredients ฿38
Waste ฿7
Discounts ฿9
Other costs ฿34
Profit ฿12

฿100 in sales, only ฿12 real profit — you must see the costs before you can fix them

How we work

From scattered sales data to one report everyone trusts

Most of the work is making the numbers agree — before making them look good.

  1. 01

    Start from the questions

    Begin with what you ask daily — are we on target, which branch slipped — and design the metrics from there.

  2. 02

    Connect the live systems

    POS, ERP, Excel, Google Sheets, and online stores pull on a defined schedule.

  3. 03

    Agree the definitions

    Sales, returns, discounts, and gross margin get one definition across every branch, so numbers compare.

  4. 04

    Design per audience

    Owner, branch manager, and sales team each get the screen their decisions need.

  5. 05

    Automate the summary

    A daily or weekly digest arrives on LINE or email; the dashboard is for digging deeper.

Sales sources we can connect

Storefront POSERPAccounting softwareGoogle SheetsExcelShopee / LazadaTikTok ShopWeb storeLINE OABooking systemsInternal databases

A monthly hand-merged sales report

  • Real numbers arrive after the month has closed
  • Each branch defines sales slightly differently
  • You see revenue, but not the profit left
  • Overwritten files leave no clear correct version

A sales dashboard that updates itself

  • Today's numbers land the same day
  • Every branch shares one definition and baseline
  • Revenue and margin per item sit on the same screen
  • One source of truth everyone quotes

Best for

Multi-branch retailFood & beverageWholesale and distributionBusinesses selling in store and onlineSales teams with individual targetsTeams closing the month in Excel

FAQ

Sales dashboard FAQ

Short answers to what owners ask before starting.

How is a sales dashboard different from my POS report?

A POS report covers one system. A sales dashboard merges every channel you sell through — storefront POS, marketplaces, your website, and agent sales — onto one baseline, so you can compare branches and channels and calculate total profit. A single-system report cannot do that.

We have several branches on different POS brands — can they be combined?

Yes. We pull each POS through its API or export files, then normalize everything into one shape before it is displayed. The important step is agreeing how sales and discounts are defined across branches, so the numbers genuinely compare.

How often does the data refresh?

It depends on the source. Systems with an API usually refresh every 15 minutes to an hour; sources that require file exports refresh once a day. We label each source's refresh cycle on screen, so viewers know how fresh a number is.

Can it show profit per product, not just revenue?

Yes, if unit cost lives in one of your systems — POS, ERP, or a cost file updated on a cycle. We calculate gross margin per product and per receipt from it. If reliable cost data does not exist yet, we start with revenue and add the margin view once it does.

How long does a sales dashboard take?

With one or two sources and clear definitions, a first usable screen typically lands within a few weeks. Multi-branch businesses on different systems take longer, because the data has to be reconciled first. We scope the timeline after seeing the real sources in the Dashboard Audit.

Do we have to replace our POS or ERP?

No. The dashboard runs on data your current systems already produce, and reads it without disturbing daily operations. If you later change sales systems, the dashboard is repointed at the new source rather than rebuilt.

Want every branch's sales on one screen? Start with a free Dashboard Audit

Tell us which systems your sales live in and the question you want answered every morning. We'll tell you plainly how far that data connects and which screen to build first.

Chiang Mai team — we design reports around the questions owners actually ask each day.