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What is the Sales Performance dashboard?

As a CPG vendor on Purchs, you have access to real-time analytics that help you track performance, understand customer behaviour, and make more informed business decisions — all in one place.

 

What’s Included in Your Analytics Dashboard

Note: The Sales Performance Dashboard is available exclusively to vendors on a paid subscription plan.

Sales Performance Overview

  • Customers & Orders: View how many retail customers you’re serving and the number of orders placed.

  • Revenue Metrics: See revenue year-to-date (YTD) and month-to-date (MTD), along with performance trends.

  • Sales Over Time: Track monthly revenue patterns and assess performance across key time periods.

  • Sales by Location: Visualize where your products are selling with a map-based view.

Customer Insights

  • Customer Breakdown: See the percentage of active vs inactive customers to help prioritize outreach.

  • Order Activity: Understand how many customers are placing orders regularly versus those that aren’t.

  • Top Customer Order Value: Identify which customers are generating the most value for your business.

Product Performance

  • Best-Selling Products: Analyze which products are leading in both total units sold and total sales value.

  • Inventory Value: Monitor stock on hand by product to support production and replenishment planning.

  • 90-Day Product Movement: See which SKUs have sold in the last 90 days and identify slower-moving items.

Order and Payment Breakdown

  • Order Status Tracking: Review the number of orders that are in process, submitted, delivered, disputed, closed, or cancelled.

  • Accounts Receivable Overview:

    • Track paid, pending, overdue, and failed payments

    • Stay on top of your cash flow

Why It Matters

With these real-time insights, you can:

  • Make smarter sales and production decisions

  • Improve forecasting with up-to-date performance data

  • Understand your customers' buying behavior

  • Keep popular products in stock and avoid lost sales

How to Access the Sales Performance Dashboard

Your Sales Performance Dashboard now appears as soon as you log in to your Purchs Vendor account — no extra clicks required.

If you're on a paid plan, you’ll have full access to this dashboard. If you're on the free plan, the dashboard will not be visible. To unlock access, upgrade to any paid subscription from your account settings.

Need to download or share your data? Use the menu in the top corner of each chart to:

  • Download data in a variety of formats

  • Email dashboard views directly to colleagues or stakeholders

Have questions or need help using your dashboard? Reach out to our support team anytime — we’re happy to assist.