Sales Dashboard

Dashboard

Data

Configuration

Revenue

Calculates and displays the total revenue from all orders.

Data Source

SharePoint List
List: Orders
Fields: Total
Aggregation:
Group by: empty
As you can see the empty field doesn’t exists in the data source. We use it here to calculate aggregate values over all rows in the data set because for each row it equals to “undefined”, thus we get a single group containing all items.
Aggregations:
Total = sum of Total

Dashboard

Chart
Type: Linear Gauge
Value: Total

Avg. order size

Calculates and displays the average order size.

Data Source

SharePoint List
List: Orders
Fields: Total
Aggregation:
Group by: empty
As you can see the empty field doesn’t exists in the data source. We use it here to calculate aggregate values over all rows in the data set because for each row it equals to “undefined”, thus we get a single group containing all items.
Aggregations:
AvgTotal = average of Total

Dashboard

Chart
Type: Linear Gauge
Value: Total

Revenue per Sales rep.

Displays the total revenue generated by each sales representative.

Data Source

SharePoint List
List: Orders
Fields: SalesRep, Total
Aggregation:
Group by: SalesRep
Aggregations:
Total = sum of Total

Dashboard

Chart
Type: Bar
Display each group as a separate series: False
Category: value
Value: Total
Aggregate over category: False

Sales distribution

Displays sales revenue by sales representatives, encoded as columns, as well as the cumulative revenue, encoded as a line. This chart is also known as Pareto chart or Pareto diagram.

Data Source

SharePoint List
List: Orders
Fields: SalesRep, Total
Aggregation:
Group by: SalesRep
Aggregations:
Total = sum of Amount

Advanced:

var handlers = {};
handlers.aggregationSuccess = function (data, logger) {
    data.groups.sort(function (a, b) { return a.Total <= b.Total ? 1 : -1 });

    var total = 0;
    $.each(data.groups, function () {
        total += this.Total;
    });

    $.each(data.groups, function () {
        this.Percentage = this.Total / total * 100;
    });

    return true;
}

The code above calculates individual rank of each sales representative in total revenue in percent.

Dashboard

Chart
Type: Column
Display each group as a separate series: False
Category: value
Value: Percentage
Aggregate over category: False
Style
Value axis:Label format: 0%

Advanced:

var handlers = {};
handlers.preRender = function (config, logger) {
    var data = [];
    $.each(config.series[0].data, function (i) {
        if (data.length == 0) {
            data.push(this.Percentage);
        } else {
            data.push(this.Percentage + data[i - 1]);
        }
    });

    config.series.push({
        type: 'line',
        data: data
    });

    logger.debug('Configuration: ', config);
    return true;
}

Here we populate a new data series with cumulative values, that increase from one salesperson to the next, representing meaningful change. Next, we build a line chart based on the new data set.

Revenue per Category

Displays revenue by product category.

Data Source

SharePoint List
List: OrderItems
Fields: Amount, Product:Category
Aggregation:
Group by: Product:Category
Aggregations:
Total = sum of Amount

Advanced:

var handlers = {};
handlers.aggregationSuccess = function (data, logger) {
    data.groups.sort(function (a, b) { return a.Total <= b.Total ? 1 : -1 });
    return true;
}

Sorting groups by total revenue.

Dashboard

Chart
Type: Bar
Display each group as a separate series: False
Category: value
Value: Total
Aggregate over category: False

Revenue per Country

Displays revenue by customer's country.

Data Source

SharePoint List
List: Orders
Fields: Customer:Country, Total
Aggregation:
Group by: Customer:Country
Aggregations:
Total = sum of Total

Advanced:

var handlers = {};
handlers.aggregationSuccess = function (data, logger) {
    data.groups.sort(function (a, b) { return a.Total <= b.Total ? 1 : -1 });
    return true;
}

Sorting groups by total revenue.

Dashboard

Chart
Type: Bar
Display each group as a separate series: False
Category: value
Value: Total
Aggregate over category: False