The Average Invoice Sales Dashboard displays monthly sales per invoice date comparing the last three years. Data is updated daily.
- Open this Dashboard as described in Review Sales dashboard KPIs
- Hover over any visible point in the grid to get the exact sales figure for that month.
- Click the View Detail button.
- From here you may switch among views for average invoice Sales, Profit, Lines, Invoice Count, and Line Count. Click the option button above the chart and then click Search.
- You may filter to view average sales per invoice for one or more customers, salespeople, or locations. From the Filter list, choose one of the filters below, and then select/clear the check boxes to define the specifics. Click Search.
Available filters
- Salesperson
- Territory
- Branch
- Division
- Customer
- Primary Vendor
- Order Writer