Sales Pulse
Today, previous sales day, month-to-date and top products in one commercial snapshot.
Each dashboard is built to answer a practical Sage 200 Evolution question quickly, using the customer's own local SQL data.
Today is ahead of the previous sales day.
Price list items below cost or target GP%.
Current sales order lines with margin risk.
Demand not covered by stock, PO or manufacture.
Examples will be tightened as each dashboard is checked against live Sage data. This first list shows the product shape.
Today, previous sales day, month-to-date and top products in one commercial snapshot.
Shows which customers are driving sales today and how that compares to previous periods.
Finds price list items below cost or below target GP before they quietly damage margin.
Flags recently invoiced lines where the sale has already happened below cost or low GP.
Checks current sales order lines for low margin before delivery and invoicing.
Shows which orders can be fully or partly delivered from available stock.
Finds demand that stock, purchase orders and manufacture will not cover.
Shows customer debt, ageing, credit limit and on-hold risk.
Shows common products and recent buying history for a selected customer.
Checks customer contract pricing against current stock costs.
Only appears when Import Costing tables exist. It shows in-transit purchase shipment lines by ETA so purchasing teams can see supplier stock due to arrive.