Sales and Finance Dashboards

Sales and finance teams live and die by a handful of core numbers — revenue trend, open orders, and outstanding receivables. TatvaAI's Sales and Finance dashboards keep these visible at all times, rather than requiring a fresh query every time someone needs an update.

Common Sales Dashboard Metrics

• Open Sales Orders — count of orders still in progress, often broken down by plant
• Revenue Trend — monthly or quarterly revenue, typically compared against the prior year
• Top Customers — customers ranked by total order value
• Customer Activity — flags for customers whose ordering pattern has changed

Common Finance Dashboard Metrics

• AR Aging — open receivables grouped into buckets (0-30, 31-60, 61-90, 90+ days)
• Unapplied Cash — payments received but not yet matched to an invoice
• Overdue Payments — customers with payments past due
• Credit Limit Status — customers who are approaching or exceeding their credit limit

Why Comparing Year-Over-Year Matters

Revenue trend charts are most useful when shown against the same period last year, since this reveals whether growth is real or simply seasonal. A month that looks strong in isolation may actually be underperforming compared to the same month a year earlier.

Connecting Sales and Finance Views

Sales and finance data are closely linked — a spike in open orders eventually shows up in receivables once invoices are issued. Having both dashboards accessible side by side helps finance teams anticipate incoming cash flow based on what sales teams are currently booking.

Practical Use Case

A finance manager can open the AR aging view each morning, immediately spot which bucket has grown the most (say, 61-90 days), and prioritize collections calls accordingly — without waiting for a monthly aging report to be manually compiled.

FAQ

Q1: What does a Sales dashboard typically show?

Open orders, revenue trend, and top customers.

Q2: What does AR aging mean?

Open receivables grouped by how long they've been outstanding.

Q3: Why compare revenue year-over-year?

It shows whether growth is real or just seasonal.

Q4: What is unapplied cash?

Payments received but not yet matched to a specific invoice.

Q5: Who benefits most from these dashboards?

Sales managers and finance/collections teams.