Sales Dashboard 5

Introduction:
The Sales Dashboard Report in the Fresa Application provides a detailed customer-wise view of sales and job performance. It includes information such as Jobs, Shipments, Sales, Cost, Gross Profit (GP), Salesperson, and operational details for the selected date range.

The report also provides customer outstanding information, including Client O/S, Client O/S > 30 Days, and Client O/S > 60 Days. This helps users analyze customer performance, monitor profitability, review job and shipment details, and track outstanding amounts.

Note: Select the required Date Range to view the relevant sales and job performance details. The Sales Dashboard provides a customer-wise view of Sales, Cost, GP, Jobs, Shipments, and related information. Customer outstanding details, including Client O/S, are also available in the dashboard.
Step 1: Log in to the Fresa Application and navigate to the Sales module.
Sales Dashboard 1
Fig 1
Step 2: Select the Sales Dashboard menu.
Sales Dashboard 2
Fig 2
Step 3: Select the required Date Range and click Submit.
Sales Dashboard 3
Fig 3
Step 4: The Sales Dashboard will display the job and customer-wise performance details based on the selected date range.
Sales Dashboard 4
Fig 4
Step 5: To download the report, click Options and select Download.
Sales Dashboard 5
Fig 5

Benefits of This Feature

  • Provides a clear customer-wise view of sales and job performance.
  • Helps analyze Sales, Cost, and Gross Profit details.
  • Helps monitor job and shipment performance.
  • Provides salesperson and customer-related information.
  • Helps track customer outstanding amounts and overdue balances.

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Empowering Global Logistics Through Intelligent Digital Transformation

Fresa Technologies is a global provider of AI-enabled, cloud-based Freight Management ERP solutions designed exclusively for the freight forwarding, logistics, NVOCC, customs brokerage, transportation, and warehousing industries.

Our comprehensive end-to-end Freight Management ERP platform empowers logistics service providers to streamline operations, automate workflows, manage financial operations, strengthen customer relationships, and gain real-time visibility across the entire freight lifecycle. The platform integrates AI-driven automation, customer and vendor portals, mobile applications, business intelligence dashboards, and seamless third-party integrations to help organizations improve productivity, enhance decision-making, and accelerate digital transformation.

Serving customers in more than 60+ countries, Fresa Technologies continues to innovate with secure, scalable, and future-ready solutions that enable logistics businesses to adapt to changing market demands, optimize operational performance, and achieve sustainable growth. Our commitment to quality, information security, and responsible AI is backed by internationally recognized ISO certifications for Quality Management, Information Security Management, and Artificial Intelligence Management, reflecting our focus on delivering secure, reliable, and trusted solutions to the global logistics industry.

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