Sales Head KPI Dashboard

InsightIQ

Live

Sales Achievement—Loading…↗ Details

Collection %—Loading…↗ Details

GP Margin—Loading…↗ Details

Overdue Amount—Loading…↗ Details

NDA (Distributors)—Loading…↗ Details

Avg Order Value—Loading…↗ Details

Revenue Total—Loading…↗ Details

⊞

Dashboard Filters

Select values to filter all KPIs & charts

No filters active — all data shown

✏️

Edit KPI

Modify every detail — identity, formula, thresholds, chart & notes

① KPI Identity

KPI Name *

Category

Icon (Emoji)

Value / Display

Sub Text / Context

② Formula Builder

🧮 Generated Formula

—

Custom Formula Text (override)

Unit / Format

Static / Override Value

Enter a fixed value if data is not yet uploaded.

Target Value

③ Alert Thresholds

Status

Progress Fill %

Direction

🟢 Green if ≥

🟡 Amber if ≥

④ Chart Type

⑤ Purpose & Notes

Purpose / What this measures

Alert / Risk Logic

RCA Logic

Decision Insight

👁 Live Card Preview

📌

On Track

KPI Name

—

Sub text

Business Purpose

Formula / Calculation

Recommended Chart Type

Drill-down Dimensions

* Sample visualization — connect your Excel for live data.

Required Excel columns. Missing columns must be added to your data source.

Column Name	Status	Description

Root Cause Analysis Logic

Sales Head Decision Insight

⬇

Download Master Data

Export KPI data in your preferred format

Choose Format

📄

CSV

Comma-separated, Excel-compatible

{ }

JSON

Structured data for APIs

📊

Excel (XLSX)

Multi-sheet workbook

📝

Text Report

Human-readable summary

What to Include

All KPIs (0) Selected only (0) Include Purpose & Formula Include Alert / Status

Filter by Category

📊

Data Manager

Bulk upload, preview, validate & delete KPI data

Step 1 — Select Target Sheet

🧾

Transactions

77 columns

💰

Collection

36 columns

🤝

NDA / Distributor

34 columns

📦

Inventory

42 columns

🎯

Planning

44 columns

🔮

Forecast

32 columns

👥

HR / Field Force

30 columns

⚠️

Risk Intel

34 columns

Step 2 — Upload File

📂

Drop file here or click to browse

Accepts Excel (.xlsx, .xls) or CSV files

XLSX XLS CSV

Step 3 — Preview & Validate

Total Rows

Columns Found

Valid Rows

Issues Found

Uploading… 0%

⚠ Caution — Irreversible Action

Deleted records cannot be recovered. Use filters to target specific records before deleting.

Sheet / Table

Zone / Region

Date From

Date To

Category / Segment

Search Record ID / Name

From Date

To Date

Clear Entire Dataset

This will remove ALL uploaded data from the selected sheet. This action cannot be undone.

Select Sheet to Clear

🔍

Apply filters above to find records

Select all shown 0 selected

Operation History

📋

No operations yet. Upload or delete records to see history.

Download blank template files with all required columns pre-formatted. Fill in your data and upload.

💡 Upload Guidelines

Row 1 must contain column headers exactly as shown in the template
Date columns must be in DD-MM-YYYY or YYYY-MM-DD format
Leave derived/formula columns blank — they auto-calculate on upload
Red-highlighted columns are mandatory; others are optional
Maximum file size: 10 MB | Maximum rows per upload: 50,000
Duplicate Invoice_IDs will be flagged before upload

Connector Paths

Configure where each data sheet is fetched from — SharePoint, API, database, or local file path.

💡 Path Format Examples

SharePointhttps://tenant.sharepoint.com/sites/Sales/Shared Documents/data.xlsx

REST APIhttps://api.example.com/v1/transactions?format=json&token=YOUR_TOKEN

Databasemssql://server:1433/SalesDB?table=Transactions&schema=dbo

Local / UNC\\\\fileserver\\Sales\\2025\\Transactions.xlsx

SFTPsftp://user@host:22/data/sales/transactions.csv

🤖

SalesIQ Assistant

Ask about KPIs, targets, risks, formulas or data upload

✦ Customize Dashboard

Font Style

Color Theme

➕

Add / Build KPI

Build a Custom KPI with formula, thresholds & chart — auto-updates with your data

① KPI Identity

KPI Name *