The Customer Sales dashboard shows various information related to customer sales.
To open the Customer dashboard screen, browse through Operations > Business Partner > Customer and click the 
icon.
The Customer dashboard screen contains following sections:
•Total Sales: This section displays sales refund and transaction count values.
oSales Refund: This widget displays all sales data from the beginning with Transaction count.
oTransaction count: This widget includes number of transactions for Sale, Refund, Order, and Layaway. Transaction count does not include Void, and Suspend Transaction values.
•Total Sales YTD: This section displays sale refund and transaction count values.
oSales Refund: This widget will display all sales data from the year to date with transaction count.
oTransaction Count: This widget includes number of transactions for Sale, Refund, Order, and Layaway. Transaction count does not include Void, and Suspend Transaction values.
•Sales By Product Group: This widget displays sales by product group in pie graph.
•Last 10 Transactions: This widget displays last 10 transactions in grid view which include Date, Store, Transaction No, Product Code, Description and Line Total.
•Last Visited Store: This widget displays the Last Transaction Store Name.
•Customer Balance: This Widget displays customer balances including Balance, Order Balance, Layaway balance, GC Balance, and Store Credit Balance. The GC Balance and Store Credit Balance are shown separately which include sum total of GC balance and sum total of store credit balance.
•Sale and Refund – Last 12 Months: This widget displays the sale and refund data month view with two line graph. This widget displays the data only for the month in which sales /refunds are transacted.
•Average Sale Amount: This widget displays an average sales amount which is Total Sale Amount excluding refund/Number of sale Transaction excluding refund.
•Loyalty Details: This widget displays customer loyalty slab and loyalty points details. The Registration method customer code and loyalty card attached to customer code are only required.
•Online Vs Store – Last 12 Months: This widget displays online and retail store data with two line graph in monthly manner. This widget displays data only for the month in which online sales /retail store actually happens.
•Online Vs Store Sale: This widget displays the eCommerce store sales versus Retail Store sales in pie chart.
Refer the following screen showing Customer dashboard:
Note:
-Click the Close button to return to the Customer screen.
-The Customer dashboard screen can be opened only from the Customer screen by clicking the icon.