Task #16739
Updated by Redmine Admin 3 months ago
**Sales Dashboard** This dashboard loads when a user with 'sales' authority logs in. This typically refers To provide role-based dashboards that enable users to sales or operations officers who create File References, House BLs view, filter, and Quotations. **Data Visibility**: Each user sees **only their own data**. analyze key business metrics, including revenue, client activities, file statuses, and quotations. The general filters defined in 1 above apply. The default time span selected will be 'this month'. Apply dashboard should support filtering, drill-down capabilities, comparative analysis, and predictive analysis where applicable—normally this applies to charts (e.g., forecast next month’s sales insights based on historical patterns). user roles. All #### **Acceptance Criteria:** ## **General Dashboard Features:** ### 1. All reports should be able to filter by the following where applicable: * Transport Mode: Ocean / Air (multi-select) * Shipment Type: · Ocean/Air · Import/Export (multi-select) * Client(s) (multi-select search) * · By Departments (Freight, Clearing, etc.) · By clients · By Vessel (search) * Custom ### 2. User should be able to filter by: · Date Range (ETA) * · Period (e.g., weekly, monthly, quarterly, yearly) · Custom Date Range (ETD) time range **Note:** Default filter selection = Current Month (based on ETA). ## Salesperson: ### **My Sales** 1. Income/Revenue per salesperson The user needs · Should be able to see: **KPIs**: (Default: Current Month—split filter by Import/Export) date, period, month, ... and drill down to details such as Income per Vessel, per client, etc. * Total Quotations – Total HBLs * Total Sales (MUR)—with Import/Export breakdown (e.g., “Import: 5.2M | Export: 3.8M”). * Total Shipments—with Import/Export count (e.g., “Import: 120 | Export: 85”). * Total Cost (MUR) * Total Profit (MUR) * Gross Profit Margin (%) - (Total Profit ÷ Total Sales) × 100. * Sales Target vs Actual (%—shown separately · Should be able to make comparisons in revenue for Import different periods of time. E.g., compare 2 months revenue · Should be able to make predictive analysis for revenue, e.g., 6 months of data to make predictions. ### 2. Number of new clients by period and Export Number of existing clients #### **Charts**: · Should be able to drill down to: new and existing, Inactive/Idle client, Client Activities. (Filter by a range of time/date) * **Bar/Column Chart**: _Cost vs Sales_ · Should be able to make comparisons for all BLs within the selected period (default: this month)—split Import/Export. * **Stacked Bar or Pie**: Import vs. Export Split showing shipment count different periods of time, e.g.,. Compare year-by-year data. · Should display his/her Top 10 clients and sales value. * **Trend Line Chart**: _Sales trend over time_ (e.g., weekly or monthly)—includes forecast line. * **Pareto Chart (80/20)**—Identify which clients contribute drill down to details. · Display the majority number of sales. * **Pie/Bar Chart**—showing % sales by service type (Freight, Clearing, Transport, et new and existing clients. #### **Tables**: ### 3. Quotation status ##### **House BL Table**: · Should display all quotation statuses, from requested to cancelled. * Shipment Type (Import/Export) * BL Ref * Status of BL * · Should have ageing functionality. An example would be how long a quotation is pending at "waiting for approval" at supervisor level. ### 4. File Reference containing reference/consignment status · Should display all File reference/consignment statuses, from in progress, confirmed to cancelled. · Should display the BL * total number of File Ref Status * Cost Amount (per House BL) - MUR * Sales Amount (per House BL) - MUR * Profit- MUR * Vessel Schedule (Date & Vessel Name) * Client Name reference/consignment completed. ##### **File Reference Table**: ## Accounts officer: * Shipment Type (Import/Export) * ### 1. Income/Revenue · Should be able to view Total Number Income o drill down to details such as Income per client, per department (Freight services, clearing, ...), etc · Should be able to make comparisons in revenue for different periods of BLs * File Ref Status * Total Cost (per File Reference) - MUR * Total Sales (per File Reference) - MUR * Total Profit- MUR * Vessel Schedule (Date & Vessel Name) * Client Name time. · Should be able to make predictive analysis for revenue. ### **My Clients** 2. Invoice ##### **Charts**: · Should display the number of invoices generated. * **Pie Chart**: _New vs. Existing Clients_. * **Bar Chart**: _Most Active vs. Least Active Clients_ (number o Should be able to drill down to departments. o Should be able to drill down to client invoices. · Should have ageing functionality to track invoices and any payments associated to them. ### 3. Payment · Should display the number of shipments). * **Horizontal Bar Chart**: _Top 10 Clients_—drill payments received and the amount. o Should be able to drill down to shipment details. departments. ##### **Tables**: o Should be able to drill down to each client payment and the amount paid. ##### Client list with: · Should display the number of outstanding payments and the outstanding amount. * Client Name * Status (New / Existing) * Label—blacklisted, etc. * How many days inactive? * Total Shipments * Total Sales Value * Last Shipment Date * Average Sales Value o Should be able to drill down to each payment and view the outstanding amount by client. · Should have an ageing functionality to track payments. (by a range of time/date) ## CEO, Managers: ### 1. Revenue/Income · Should be able to filter by date, period, month, etc., and drill down to details such as Income per Shipment vessel, then per client. · Should be able to make comparisons in revenue for different periods of time. (for example, by quarter) · Should be able to make predictive analysis for revenue. For example, quarterly, yearly. ### **3. My Quotations** 2. Cost and Sales ##### **Charts**: · Should be able to filter by date, period, month,. and drill down to details (per month, per vessel, ...) * **Stacked Bar Chart**: Quotations · Should be able to make a comparison in cost for different periods of time. (for example, by Status (Requested, Approved, Cancelled, etc..). * **Win/Loss Ratio Chart –** % of quotations converted quarter) · Should be able to confirmed bookings. make predictive analysis for cost. ##### **Tables**: · Should be able to view sales and drill down to details such as by vessel, client, and salesperson... * · Should be able to view profit and make predictive analysis. ### 4. Quotation Ref. * status · Should display all quotation statuses, from requested to cancelled. ### 5. Client Name * Status * Date Created * Requested Service – Freight, Clearing, transport, etc. * Quotation Validity Date – Last Date for Validity -expiry…. * Converted · Should display Top 10 clients and drill down to BL? (Yes/No) * Ageing Days (e.g., "Waiting for Supervisor Approval" for X days) * Quotation Total Charges details.