Executive Dashboard: Sales by Dealer and Region from 1C
A wholesale executive often gets reports this way: they ask a manager or accountant to export data, wait a day, and receive an Excel file that is already outdated by the time they read it. A dashboard shows the same data in real time, without manual requests.
What the dashboard shows
- revenue and margin by period, dealer, region, and manager;
- plan vs. actual;
- clients who reduced purchases or stopped ordering;
- accounts receivable and overdue payments;
- sales by channel: portal, managers, sales representatives;
- inventory levels and turnover by key product groups.
Where the data comes from
| Source | Data |
|---|---|
| 1C or MoySklad | sales, margin, inventory, receivables |
| Bitrix24 | deals, pipeline, manager activity |
| B2B portal | orders and dealer activity |
| Advertising and website | requests and sources |
Data is collected into a separate warehouse to avoid overloading the accounting system with heavy queries.
Common mistakes
- a dashboard with a hundred metrics that no one looks at;
- different revenue figures in the dashboard and 1C due to different calculation rules;
- heavy direct queries to the live 1C database;
- no one accountable for the data.
Frequently asked questions
Which visualization tool should you choose?
It depends on your budget and deployment requirements. What matters most is not the tool, but properly prepared data.
Can you view the dashboard on your phone?
Yes, key metrics should be accessible on mobile.
How often is the data updated?
Usually from several times a day to near real-time, depending on the task.
