{"id":23741,"date":"2024-06-12T13:26:42","date_gmt":"2024-06-12T11:26:42","guid":{"rendered":"https:\/\/docs.prim.io\/sales-kpi\/"},"modified":"2024-06-12T13:27:12","modified_gmt":"2024-06-12T11:27:12","slug":"sales-kpi","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/","title":{"rendered":"Sales KPI"},"content":{"rendered":"\n

KPIs or the KPIs page is where you can find out at a glance what’s going on with your business. There you will find the key metrics that indicate the “health” of your company.<\/p>\n\n

The Bi module consists of the following elements:<\/p>\n\n

\"\"<\/figure>\n\n

Tabs (1) – Tabs are individual dashboards, each showing an important aspect of your business.<\/p>\n\n

Filters (2) – the parameters by which you can make cuts. <\/p>\n\n

Note that any selected filter applies to all other boards. <\/p><\/blockquote>\n\n

If you want to filter by a parameter that is missing in the filter bar, you can always click on the “Filters” tab, where we have prepared many more parameters to work with.<\/p><\/blockquote>\n\n

<\/p>\n\n

KPIs Dashboard (3)<\/p>\n\n

KPI<\/td>Name<\/td>Explanation<\/td>Formulas of calculation<\/td><\/tr>
Gross Margin<\/strong><\/td>Profit \/ Turnover<\/td>Takes into account only the cost of products as a basis<\/td>(SUM(SO) -SUM(cogs)) \/ SUM(SO)<\/span><\/td><\/tr>
RoI<\/strong><\/td>Profit \/ Cost of products<\/td>Return on investment – <\/td>(SUM(SO)-SUM(cogs)) \/ SUM(cogs)<\/td><\/tr>
Total Revenue<\/strong><\/td>Turnover<\/td>Amount of revenue<\/td>(SUM(SO)<\/td><\/tr>
Customer Lifetime Value (CLV)<\/strong><\/td>Revenue from one customer<\/td>An extremely important indicator for any business. Shows how much average revenue comes from a customer. <\/td>SUM(SO) \/ COUNT(customers who made purchases)<\/td><\/tr>
Repeat Purchase Rate<\/strong><\/td>Re-purchase ratio<\/td>Shows how successfully you sell more than once to your customers<\/td>Count of customers with multiple purchases \/ Customers who made purchases<\/td><\/tr>
Daily Average<\/strong><\/td>Average daily sales<\/td>Average daily sales amount <\/span>Average daily number of sales<\/span><\/td>SUM(SO) \/ Number of days between the first and the latest SO<\/span>COUNT(SO) \/ Number of days between the first and the latest SO<\/span><\/td><\/tr>
Average Sales Order<\/strong><\/td>Average value per sale<\/td>Average value per sale<\/span>Average number of items in one sale<\/span><\/td>SUM(SO) \/ COUNT(SO)<\/span>SUM(quantity of so rows) \/ COUNT(SO)<\/span><\/td><\/tr>
Averge Customer<\/strong><\/td>Average revenue per customer<\/td>Equal to Revenue per Customer (CLV)<\/span>Average number of sales per customer<\/span><\/td>SUM(SO) \/ COUNT(customers who made purchases)<\/span>SUM(quantity of SO rows) \/ COUNT(SO)<\/span><\/td><\/tr>
TY vs LY Sales<\/strong><\/td>Sales compared to last year<\/td>Current year sales \/ sales for the whole of last year<\/span>Sales current year \/ sales for the same period last year<\/span><\/td>SUM(SO for this year) \/ SUM(SO for the whole previous year)<\/span>SUM(SO for this year) \/ SUM(SO for the year before till todays date)<\/span><\/td><\/tr>
TY vs LY Customers<\/strong><\/td>Customers compared to last year<\/td>Number of customers current year \/ number of customers for the whole of last year<\/span>Number of customers current year \/ number of customers for the same period last year<\/span><\/td>COUNT(new customers for this year) \/ COUNT(new customers for the whole previous year)<\/span>COUNT(new customers for this year) \/ COUNT(new customers for the previous year till todays date)<\/span><\/td><\/tr>
TY vs LY Units<\/strong><\/td>Number of items sold compared to last year<\/td>Number of items sold current year \/ number of items sold for the whole of last year<\/span>Number of items sold current year \/ number of items sold in the same period last year<\/span><\/td>SUM(units sold for this year ) \/ SUM(units sold for the whole previous year)<\/span>SUM(units sold for this year ) \/ SUM(units sold for the previous year till todays date)<\/span><\/td><\/tr>
TY vs LY Profit<\/strong><\/td>Profit compared to last year<\/td>Profit current year \/ profit for the whole of last year<\/span>Profit current year \/ profit same period last year<\/span><\/td>(SUM(SO for this year) – SUM(cost of this years sales)) \/ (SUM(SO for the previous year) – SUM(cost of the slaves for the previous year))<\/span>(SUM(SO for this year) – SUM(cost of this years sales)) \/ (SUM(SO for the previous year till todays date) – SUM(cost of the slaes for the previous year till todays date))<\/span><\/td><\/tr>
Total Sales<\/strong><\/td>Total number of sales<\/td>Total number of sales<\/span>Number of sales current year<\/span>* not affected by the selected filters<\/td>COUNT(SO)<\/span>COUNT(SO for this year)<\/span><\/td><\/tr>
Total Customers<\/strong><\/td>Total number of clients<\/td>Total number of clients<\/span>Number of customers current year<\/span>* not affected by the selected filters<\/td>COUNT(partners)<\/span>COUNT(partners created this year)<\/span><\/td><\/tr>
Total Units<\/strong><\/td>Total number of items sold<\/td>Total number of items sold<\/span>Number of items sold current year<\/span>* not affected by the selected filters<\/td>SUM(quantity of units<\/span>SUM(quantity of units this year)<\/span><\/td><\/tr>
Gross Profit<\/strong><\/td>Total amount profit<\/td>Total profit<\/span>Profit current year<\/span>* not affected by the selected filters<\/td>SUM(SO) – SUM(cogs)<\/span>SUM(SO for this year) – SUM(cogs of this year sales)<\/span><\/td><\/tr>
<\/td><\/td><\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n

There are also two graphs in the dashboard:<\/p>\n

Sales – <\/strong>shows the sales. On the Y-coordinate you can change the reporting period – year, quarter, month. By the X-coordinate you can select the number of items sold, sales, profit and number of items.<\/p>\n

Clients – <\/strong>shows the clients. On the Y-coordinate you can change the reporting period – year, quarter, month. By X-coordinate you can choose to view only new customers for the period or total customers for the period.<\/p>\n

<\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

KPIs or the KPIs page is where you can find out at a glance what’s going on with your business. There you will find the key metrics that indicate the “health” of your company. The Bi module consists of the following elements: Tabs (1) – Tabs are individual dashboards, each showing an important aspect of […]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":23839,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nSales KPI - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sales KPI - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"KPIs or the KPIs page is where you can find out at a glance what’s going on with your business. There you will find the key metrics that indicate the “health” of your company. The Bi module consists of the following elements: Tabs (1) – Tabs are individual dashboards, each showing an important aspect of […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/\" \/>\n<meta property=\"og:site_name\" content=\"PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/primioerp\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-12T11:27:12+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.prim.io\/content\/uploads\/2021\/01\/bi-kpis.jpg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/\",\"url\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/\",\"name\":\"Sales KPI - PRIM.IO RESOURCE CENTRE\",\"isPartOf\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2021\/01\/bi-kpis.jpg\",\"datePublished\":\"2024-06-12T11:26:42+00:00\",\"dateModified\":\"2024-06-12T11:27:12+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/#primaryimage\",\"url\":\"https:\/\/docs.prim.io\/content\/uploads\/2021\/01\/bi-kpis.jpg\",\"contentUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2021\/01\/bi-kpis.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Prim.IO Resource Centre\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Modules\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Business Intelligence\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/\"},{\"@type\":\"ListItem\",\"position\":5,\"name\":\"Dashboards\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/\"},{\"@type\":\"ListItem\",\"position\":6,\"name\":\"Sales KPI\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.prim.io\/en\/#website\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"name\":\"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.prim.io\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\",\"name\":\"PRIM.IO\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"contentUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"width\":512,\"height\":512,\"caption\":\"PRIM.IO\"},\"image\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/primioerp\",\"https:\/\/www.linkedin.com\/showcase\/primioerp\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Sales KPI - PRIM.IO RESOURCE CENTRE","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/","og_locale":"en_US","og_type":"article","og_title":"Sales KPI - PRIM.IO RESOURCE CENTRE","og_description":"KPIs or the KPIs page is where you can find out at a glance what’s going on with your business. There you will find the key metrics that indicate the “health” of your company. The Bi module consists of the following elements: Tabs (1) – Tabs are individual dashboards, each showing an important aspect of […]","og_url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/","og_site_name":"PRIM.IO RESOURCE CENTRE","article_publisher":"https:\/\/www.facebook.com\/primioerp","article_modified_time":"2024-06-12T11:27:12+00:00","og_image":[{"url":"https:\/\/docs.prim.io\/content\/uploads\/2021\/01\/bi-kpis.jpg","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/","url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/","name":"Sales KPI - PRIM.IO RESOURCE CENTRE","isPartOf":{"@id":"https:\/\/docs.prim.io\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/#primaryimage"},"image":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/#primaryimage"},"thumbnailUrl":"https:\/\/docs.prim.io\/content\/uploads\/2021\/01\/bi-kpis.jpg","datePublished":"2024-06-12T11:26:42+00:00","dateModified":"2024-06-12T11:27:12+00:00","breadcrumb":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/#primaryimage","url":"https:\/\/docs.prim.io\/content\/uploads\/2021\/01\/bi-kpis.jpg","contentUrl":"https:\/\/docs.prim.io\/content\/uploads\/2021\/01\/bi-kpis.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/sales-kpi\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":2,"name":"Prim.IO Resource Centre","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":3,"name":"Modules","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/"},{"@type":"ListItem","position":4,"name":"Business Intelligence","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/"},{"@type":"ListItem","position":5,"name":"Dashboards","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/business-intelligence\/dashboards\/"},{"@type":"ListItem","position":6,"name":"Sales KPI"}]},{"@type":"WebSite","@id":"https:\/\/docs.prim.io\/en\/#website","url":"https:\/\/docs.prim.io\/en\/","name":"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO","description":"","publisher":{"@id":"https:\/\/docs.prim.io\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.prim.io\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/docs.prim.io\/en\/#organization","name":"PRIM.IO","url":"https:\/\/docs.prim.io\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/","url":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","contentUrl":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","width":512,"height":512,"caption":"PRIM.IO"},"image":{"@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/primioerp","https:\/\/www.linkedin.com\/showcase\/primioerp"]}]}},"_links":{"self":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/23741"}],"collection":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/comments?post=23741"}],"version-history":[{"count":1,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/23741\/revisions"}],"predecessor-version":[{"id":23743,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/23741\/revisions\/23743"}],"up":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/23839"}],"wp:attachment":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/media?parent=23741"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}