The sales dashboard extension extends your Zero BS CRM system to give you amazing metrics to track your transactions over time.
Extension Features and Benefits
Using the Sales Dashboard extension you get 7 key metrics about your customers, giving you amazing insight and ability to manage the growth of your key business metrics.
- Gross Revenue
- Net Revenue
- Average Revenue per Customer
- New Customers
- Total Customers
Gross Revenue (and Net Revenue)
The main metric of your business. Find out how your revenue is growing. Are your marketing efforts working as you intended. The Net revenue chart is very similar to Gross revenue, but knocks off discounts and fees.
See how your Gross Revenue is changing over time, comparing the trend to the prior period you can easily see if your business is growing or contracting.
The detailed view shows the past 30 days as well as how your current month compares to the last month and charts the revenue over the past 12 months. Awesome.
Drilldown by date
The Sales Dashboard lets you analyse your data across any date range you choose. Super simple and easy to use.
Discounts and Fees
Just like the Gross and Net Revenue charts you can see your discounts and fees for each transaction. A great way to see whether any promotions have spiked your sales. Fees are the fees from transactions but you can also add any other ‘fees’ related to your business.
Average Revenue Per Customer
This one is one of the metrics we focus on. What value to your business is a new customer. This can be used to determine how much to spend to acquire a new customer. Giving you awesome control over your business growth.
New Customers and Total Customers
These two charts are great ways of seeing your customer growth rate over time. It shows you how many customers you’re adding each month and also which day of the week are your best days for gaining new customers. Amazing.
How many customers does your business have? Do you know? Can you quickly analyse whether your customer growth rate is increasing? Are marketing boosts helping kick the trend upwards?
With all of this amazing information you can really use the zero BS CRM system to drive your business forwards.
See your latest Activity
The Sales Dashboard gives you the latest activity from your transaction data, have you generated new customers along with your new sales? How are things progressing? A nice little touch to keep on top of things while reviewing your Sales Data.
All metrics in one easy to analyse dashboard
Take a view of everything, anytime you like. All the way back to the start of time. Want to start writing transparency reports for your business? You can easily do this and backdate them by going through your data.
Transform your dashboard with your WordPress Profile Skin
Use the power of WordPress to skin your Sales Dashboard to your own liking. Change to any of the skins and the Sales Dashboard follows suit. Some of our favourites are the Midnight, Blue and Sunrise options.
Switching to the Sunrise mode it gives you a great, fully customisable CRM system with amazingly easy to analyse data, including the WordPress ‘Collapseable menu’ you can make the most of your Dashboard data.
Keep your Dashboard up to date
The Sales Dashboard extension works the best when used in combination with the PayPal Sync extension. Sit back and relax and know at a glance you can see the latest snapshot of your data.
CSV Importer PRO$19.00 / year
Import your existing customer data into the Zero BS CRM system with our super simple CSV importer extension.
Woo Sync$49.00 / year
Retrieve all customer data from WooCommerce automatically. Works great with Sales Dashboard.
ZBS Starter Bundle$199.00 / year
Easy to use Starter Bundle:
Sales Dashboard, PayPal Sync and Mail Campaigns.