Template
Sales Report
A reporting app with helpful visual graphs driven by sales data.
Industry:
Automotive
Function:
Sales
The sales report app is a useful app for sales managers and sellers to review performance across different criteria. This app collects monthly sales data for a set of products, allowing the app to produce a chart of monthly sales by type. The two charts in the app provide a pivoted view of the available data, the app user can see the monthly performance by product and the overall sales performance by month.
The user can also filter items out of the chart for a drill-down view by month or product.
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Also see:
tablet mode & fullscreen mode
How we built this app
We built this app in under 30 minutes with an Excel Spreadsheet stored in Dropbox. Here are some design highlights:
1) Each row of the spreadsheet is a separate product, the remaining columns in the spreadsheet are calendar months where sales volume data is included. We built it this way so the sales team get complete fiscal year information.
2) We added the charts by going to Advanced Editor > UX > Controls and added a new chart view. We selected the columns to map, making sure that the columns had numeric data.
This is a preview of the data sets used in the app.
This is a high-level model of both the data entities and the UI elements in the app.
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