on 5 September 2026 The revenue dashboard: your commercial compass
A revenue dashboard answers one simple question: how do your sales compare to targets? Tracking activity in spreadsheets remains tedious and quickly outdated.
DoliPlus calculates these metrics for you. This saves time and lets you make decisions based on reliable figures rather than gut feeling.
These views are found in the Statistics section under the “Dashboards” tab. They draw directly from your actual invoices, orders and quotes.
Two complementary dashboards
DoliPlus offers two complementary views. The first looks at the past year, while the second forecasts upcoming months.
Annual summary against targets
This first view compares achieved revenue with monthly targets. The gap between forecast and actual jumps out immediately, helping you spot strong periods and months needing support.
Twelve-month forecast
The second view projects activity over the next twelve months, weighting quotes by their likelihood of conversion. This forecast revenue dashboard helps anticipate workload and cash flow.
How to display a revenue dashboard
Displaying it is straightforward. Follow these steps:
- Open the Statistics menu, then the Dashboards tab.
- Select your preferred view (annual summary or forecast).
- Choose the relevant entity and year to analyse.
- Finally click Refresh query to display results.
Each dashboard exports in one click. You can download it in Excel, CSV or PDF format, for example for a management meeting. These data also feed external business intelligence tools.
Next steps
- Entering sales targets
- Statistics and Queries section
- Management-oriented profit and loss
- Building reports with Power BI
Finally, for management theory, see the definition of dashboard on Wikipedia.
