Portfolio demonstration. All figures and team names are fictional. No live business data is included. Back to project
Sales & Profit Dashboard
Invoice-level performance by month and sales representative
Total sales
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Total profit
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Overall profit %
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Total profit ÷ total sales
Reps
Monthly Sales Invoices
Each bar: profit (lower) and remainder above. Dynamically sized for
all selected months.
Profit
Remainder
Performance by rep
Individual rep metrics with inline bars.
Distribution
Monthly sales by rep
Total sales value per month, stacked by rep.
Monthly profit by rep
Total profit per month, stacked by rep.
Rep summary
| Rep | Total orders | Total value | Total profit | Profit % | Average profit / job |
|---|
Monthly detail
| Month | Rep | Total orders | Total value | Total profit | Profit % | Average profit / job |
|---|
Orders/jobs are counted as unique invoice records. Values shown with no cents; percentages use one decimal place. ERPNext data is reused for up to 15 minutes; use Refresh data for an immediate update.