Sales Dashboard Template | Sales Dashboard Database

Custom Sales Dashboard Database/Template System

A Custom Sales Dashboard that allows you to visually see how your sales are performing in a dashboard view can be a powerful tool in helping you identify best customers and other trends in your sales. The Microsoft Access Sales Dashboard Database is a full-featured Sales Dashboard system built completely in Microsoft Access tables, forms, reports, and VBA (Visual Basic for Applications) code. This database template has the advantage of being fully 100% Microsoft Access based. This aspect allows for tight integration into your existing Microsoft Access database. The WSI Sales Dashboard database offers the ability to set up customers, contacts, salespersons and invoice types as well as the ability to input invoices into your Sales Dashboard database. A Canned Invoice report is also included in the database including the ability to email the invoice. In addition, you can run record payments into the system, run statements and other canned reports. Finally, a sales dashboard allows you to analzye sales trends and see what salespeople are performing well.

Please note that this is a template database. If it does not meet your needs 100%, and you are unable to customize it yourself, let WSI know and we will provide a quote to develop the customizations you need to get you exactly what you want in your Sales Dashboard system.

Be sure and check out all our Accounting Template Databases:

Basic Business Accounting Database/Template

Basic Business Invoicing Database/Template

Basic Business Invoicing with Accounts Receivable Database/Template

Basic Business Invoicing with Accounts Receivable & Inventory Database/Template

Basic Business Purchase Order Database/Template

Basic Business Purchase Order with Accounts Payable Database/Template

Basic Business Invoicing/Purchase Order/Inventory Database/Template

Sales Dashboard Database/Template

The following document explains, in detail, how to install the demonstration and how to avoid some common set-up issues:
Download Instructions

Live Demonstration: To experience a more interactive and personalized demonstration of this WSI template, we invite you to contact WSI and schedule a live demonstration with one of our team members. This opportunity allows you to engage directly with us, either as an alternative to or in conjunction with downloading and exploring the demo version of the template at your leisure. Please note that downloading Microsoft Office files, including Microsoft Access database files, might trigger a security warning on your computer. To avoid this and get a comprehensive overview, you have the option of viewing the template through a virtual meeting on Teams or Zoom with a WSI representative.
Once you purchase the database template, you will receive the full version of the database in a standard Access Database file. The purchased database will have full access to the database window, all design objects, the visual basic project code, and you will be able to modify or add to the design in any way you wish (this does not apply to the run-time/compiled versions). If you lack the time to integrate this database into your system, please Contact Us and we will be glad to help with your integration process. If you like the basics of what you see in the database, but need enhancements to make the system functional for your business, please Contact Us and we will develop a quote for you to implement the additional features and enhancements that you require.