Dashboard customisation with custom KPIs & reports

It would be great to be able to see the total number of Sales Order Revenue for the entire Year or per Quarter on the main dashboard page.

Potentially a new dropdown for you to switch between different time periods (Year, Quarter, Month, etc…)

Or, even a static number in the sales card on the top left. I believe the total revenue is just as important (if not more) than the unique number of sales as it currently shows.

I understand you can create a custom report to get this info, but having it front & center on the main dashboard would save time for us when tracking goals.

Apologies if this has already been asked as a feature, please let me know and I can remove post.

Thanks!

Thanks for the suggestions here Chris.

I’m sure the team will find the feedback useful for the dashboard and I will make sure to update you if any of these changes are implemented. If anyone else has any further feedback or would find this beneficial, please vote using the button above.

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It would also be great to have a monthly “pending” total on the total sales feed (Invoiced+draft+confirmed-credit notes) - I end up roughly adding them up in my head all the time

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Hi all, thought I’d add an idea into this request.

It would be great if theres was more customisation available on the dashboard. It seems as if lots of people want to view different data, that’s all currently available via reports but takes time to sort through to get what you’d like. Perhaps if there was an option to make certain data appear on the dashboard based on criteria set by each brewery using the BrewwQL filtering. For instance we’re starting to look at our KPIs like ‘core beer sales value vs total sales value’ (using product tags) and comparing current sales periods with previous year equivalents which would be great to have appear on the dashboard for a given time period that we’d set using the filtering.

Thanks

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Thanks, Jack, this is really useful, and we’re keen to get to this project before too long.

I’m going to merge some other related threads into this one (to make this the canonical thread for dashboard customisation) :+1: If anyone else has any other related suggestions, please comment below.

It would be great to see the products sold for the week in terms of volume, ie casks in brewers barrel, kegs in litres etc… A good way to track weekly sales performance in beer volumes

It would be good to have the option to toggle the 2 dashboard reports on monthly sales and SKU to be able to show it as HL instead of value

Customising the information available on the dashboard would be super useful for us also, having talked it over with the team over the last few weeks, it became quickly apparent that different data is more useful to different users (e.g. sales/production).

For instance it would be helpful for myself to be able to see a line chart showing L racked, which also showed L sold (for an idea of over/underproduction issues overtime), and being able to filter this by container & beer style would be useful (products less useful in this particular scenario as we have a large quantity), but being able to spot trends in keg/can/cask, Pale, Stout, IPA at a glance is helpful for forecasting production needs. (I can do this with the raw data explorer & putting datasets together, but its laborious to do this regularly). Whereas sales are more interested in revenue, margins.etc…

So, if the ability for each user to customize the dashboard to suit their needs became an option, this would be great.

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