Sales Dashboard Help Guide

Sales Dashboard User Guide

This guide provides a complete overview of how to use, manage, and interpret the Sales Dashboard on your website.

## 1. Accessing and Viewing the Dashboard

The main dashboard is located at https://blog.idproductsource.com/sales-dashboard/. It is designed to be a central hub for viewing and analyzing your key sales metrics.

Core Features

View Toggle: Use the “Daily” and “Monthly” buttons at the top right to switch between a day-by-day breakdown and a month-over-month summary of your data.
Dark/Light Mode: Use the toggle switch to change the theme for comfortable viewing in different lighting conditions.
Interactive Filters: Select a specific month or day using the dropdown menus to drill down into the data. The KPIs and charts will update automatically.
Metric Charts: Visual graphs for key metrics like Daily Sales, Orders, AOV, New Customers, and Calls provide a clear view of trends over time.
Full Data View: A spreadsheet-style table at the bottom of the dashboard shows the raw data for the selected period.

## 2. Managing Data (Admin Only)

All data management is handled from the WordPress admin dashboard under the Sales Dashboard menu item.

Uploading New Data

Navigate to Sales Dashboard in your WordPress admin menu.
In the “Daily Data Uploader” card, use the Select Month/Year input to choose the month you are uploading data for.
Click “Choose File” and select the .csv or .xlsx file from your computer.
- Important: Ensure your file has the correct column headers: Date,Sales,Orders,Quotes,AOV,New Customers,Calls,Invoices,Chats. You can download a template from the “Download Template” card.
Click “Upload Daily Data & Recalculate”.

This process will delete any existing data for the selected month and replace it with the data from your new file, ensuring there are no duplicates.

Deleting Data

Navigate to Sales Dashboard in your WordPress admin menu.
In the “Manage Data” card, use the Select Month to Delete input to choose the month you wish to remove.
Click the “Delete Data for Month” button. You will be asked to confirm this action, as it cannot be undone.

## 3. Email Reporting (Admin Only)

The plugin can automatically send email reports summarizing the sales data.

Configuring Email Reports

Navigate to Sales Dashboard in your WordPress admin menu.
Find the “Scheduled Email Reports” card.
Recipient Emails: Enter the email addresses that should receive the reports, separated by commas.
Automation: Check the box to send a report immediately every time new data is uploaded.
Report Content: Choose whether to include the Daily summary, the Monthly summary, or both.
Scheduled Frequency: Use the dropdown to set up automated reports (Daily, Weekly, or Monthly) or to disable them.
Scheduled Time (UTC): Select the time of day (in UTC) for the automated reports to be sent.
Click “Save Email Settings”.

Sending a Test Email

You can send an immediate test report to the saved recipients without waiting for the schedule.

In the “Scheduled Email Reports” card, use the Select Month input to choose the data you want to report on.
Click either “Send Test Monthly Report” or “Send Test Daily Report”.

## Sales Dashboard Formula Guide

The dashboard’s calculations are broken down into three main categories: Base Metrics, which come directly from your uploaded files; Calculated Monthly Metrics, which are stored in the database; and Dashboard KPI Formulas, which are calculated on-the-fly in your browser.

### 1. Base Metrics (Direct Inputs)

These are the fundamental values that you provide in the daily data spreadsheet. All other calculations are derived from these numbers.

Daily Sales: The Sales column in your spreadsheet.
Daily Orders: The Orders column.
Daily Quotes: The Quotes column.
Daily AOV (Average Order Value): The AOV column.
Daily New Customers: The New Customers column.
Daily Calls: The Calls column.
Daily Invoices: The Invoices column.
Daily Chats: The Chats column.

### 2. Calculated Monthly Metrics (Database Aggregations)

When you upload a daily data file for a specific month, the plugin automatically calculates and stores a summary for that entire month. This is done by summing up the daily values.

Total Monthly Sales
- SUM(Daily Sales for all days in the month)
Total Monthly Orders
- SUM(Daily Orders for all days in the month)
Total Monthly Quotes
- SUM(Daily Quotes for all days in the month)
Total Monthly New Customers
- SUM(Daily New Customers for all days in the month)
Total Monthly Calls
- SUM(Daily Calls for all days in the month)
Total Monthly Invoices
- SUM(Daily Invoices for all days in the month)
Total Monthly Chats
- SUM(Daily Chats for all days in the month)
Average Monthly AOV (Average Order Value)
- This is recalculated to ensure accuracy across the entire month.
- Total Monthly Sales / Total Monthly Orders

### 3. Dashboard KPI Formulas (On-the-Fly Calculations)

These metrics are calculated by your browser as you interact with the dashboard, providing dynamic comparisons and totals.

Daily View KPIs

Month-to-Date Sales
- SUM(Daily Sales from the 1st of the month up to the 'Selected Day')
Percentage Change vs. Previous Day
- ((Value for 'Selected Day' - Value for 'Previous Day') / Value for 'Previous Day') * 100
Percentage Change vs. Last 7 Days (Avg)
- ((Value for 'Selected Day' - Average Value of Last 7 Days) / Average Value of Last 7 Days) * 100

Monthly View KPIs

Percentage Change vs. Previous Month
- ((Value for 'Selected Month' - Value for 'Previous Month') / Value for 'Previous Month') * 100
Percentage Change vs. Previous Year
- ((Value for 'Selected Month' - Value for 'Same Month, Previous Year') / Value for 'Same Month, Previous Year') * 100