The Seller Dashboard - Sales Analysis section helps you translate data into insight — tracking revenue performance, comparing results to goals, and uncovering gaps that point to opportunity. This learning isn’t just about numbers; it’s about learning to see the story behind them. By understanding your metrics, you gain the power to make smarter decisions, prioritize your effort, and stay accountable to growth in real time.
By exploring Sales Analysis, you’ll learn how to:
Interpret performance metrics such as Seller Forecast, Pending, Bottom Up, and To Budget $, understanding how each contributes to your overall goal.
Navigate multiple views (Business Units, Product Categories, Accounts, etc.) to see your book of business from different angles.
Customize and filter your data to focus on what matters most today — your key segments, trends, and revenue opportunities.
Export and reuse reports to streamline your analysis process.
Recognize performance patterns — not just what’s working, but where attention is needed to close gaps.
Use this checklist as your guide for hands-on learning. Check off each item when you can confidently perform it without instruction.
I can locate and explain metrics like Seller Forecast, Pending, Bottom Up, and To Budget $.
I can switch between different views (Business Units, Product Categories, Accounts, etc.) to analyze my book of business.
I can adjust columns, sort by Revenue or % Change, and apply filters to focus on specific segments.
I can identify gaps when To Budget $ is high or % Change is negative and plan actions like generating new opportunities.
