⋮⋮Key KPIskpi
Sales this year▲ 12.6 %
Bs 11.92 M
Total invoiced this year
Close rate
64.3 %
Closed vs cancelled
Average per customer
Bs 18 k
Average customer value
Open orders
47
In progress, not closed
Cash available
Bs 1.28 M
Balance in active accounts
See at a glance whether the year is on track: sales, close rate, open orders and cash.
⋮⋮Profit waterfallwaterfall
Gross salesDiscountsShrinkageCost of salesGross marginPayrollOperating expensesOperating profit
Spot what eats the margin between sales and operating profit.
⋮⋮Profitability tabletable
| Product | Sales | Profit | Margin | Class |
|---|
Porcelanato 60×60 Beige Cerámicos | Bs 452 k | Bs 186 k | 41.2 % | High |
Grifería monomando cromo Grifería | Bs 240 k | Bs 92 k | 38.5 % | High |
Pintura látex 18 L Pinturas | Bs 417 k | Bs 142 k | 34.0 % | Mid |
Inodoro one-piece Sanitarios | Bs 262 k | Bs 78 k | 29.6 % | Mid |
Cable THW 2,5 mm Eléctricos | Bs 518 k | Bs 118 k | 22.8 % | Mid |
Cemento IP-30 Obra gruesa | Bs 2.32 M | Bs 265 k | 11.4 % | Low |
Rank products by margin to decide what to push and what to reprice.
⋮⋮Actual vs budgetbar
91.9 %executed · Bs 3.31 M / Bs 3.60 M
Main deviations
International freightBs 497 k▲ 18.4 %
PayrollBs 1.48 M▲ 3.1 %
MaintenanceBs 166 k▼ 8.0 %
AdvertisingBs 203 k▼ 22.0 %
Correct over-budget lines before month-end.
⋮⋮Target gaugegauge
87.4 %
of target Bs 1.45 M
< 80 %80–95 %≥ 95 %
Know whether the monthly or quarterly target will be met, traffic-light style.
⋮⋮2×2 decision matrixmatrix
Stars
High margin · high turnover
Porcelanato 60×60Grifería monomandoPintura látex 18 L
Potential
High margin · low turnover
Inodoro one-pieceLavaplatos aceroDucha eléctrica
Review
Low margin · high turnover
Cemento IP-30Cable THW 2,5Tubo PVC 4"
Evaluate
Low margin · low turnover
Cerámica 30×30Llave de paso ½"
Decide the assortment: which products are stars and which to review or drop.
⋮⋮Commercial insightsinsight
OpportunitySanta Cruz up 18% in tiles
Increase the next container order.
Risk3 wholesale accounts > 90 days late
Bs 58k block new credit.
InventoryCement covers only 6 days
Supplier lead time: 12 days.
PricingFaucets: 38% margin, volume intact
Candidate for wholesale price list.
Read in one line the opportunities and risks already in the data.
⋮⋮Sales trendline
Bs 9.93 MJan–Oct · ▲ 11.2 % vs last year
JanFebMarAprMayJunJulAugSepOct
Compare each month with last year and anticipate the season.
⋮⋮Sales channelscards
Counter42 %
Bs 498 k
96 % of goal
WhatsApp23 %
Bs 272 k
113 % of goal
Contracts21 %
Bs 249 k
83 % of goal
Institutional14 %
Bs 165 k
92 % of goal
See which channel (counter, WhatsApp, contracts, institutional) hits its goal.
⋮⋮Sales rep rankingranking
1Carla Mamani109 % quotaBs 413 k
2Diego Quispe102 % quotaBs 366 k
3Lucía Rojas89 % quotaBs 302 k
4Marco Choque79 % quotaBs 254 k
5Ana Vargas66 % quotaBs 199 k
Recognize who hits quota and coach who falls behind.
⋮⋮Branch rankingbar
Compare branches against goal and act where the threshold turns red.
⋮⋮Branch × month heatmapheatmap
Monthly sales by branch · darker = more sales
JanFebMarAprMayJunJulAugSepOctNovDecLa PazEl AltoSanta CruzCochabambaTarija
See each branch’s seasonality to plan purchasing and staffing.
⋮⋮Category mix by branchstacked
Sales % composition by category
CeramicsSanitaryPaintsBuilding materials
Fit each branch’s assortment to what it actually sells.
⋮⋮Share by categorydonut
Ceramics30.2 %
Sanitary17.4 %
Paints14.5 %
Building materials37.9 %
Know which categories carry revenue.
⋮⋮Price-volume scatterscatter
4k u
Bs 40Bs 250Bs 1.600
CeramicsSanitaryPaintsBuilding materials
Position products by price and volume to set the pricing strategy.
⋮⋮Bars + line (dual axis)combo
JanFebMarAprMayJunJulAugSepOct
See whether revenue grows from volume or from price.
⋮⋮Product ranking (table)table
| # | Product | Category | Sales | Units | % share | Margin | Shrink |
|---|
| 1 | Cemento IP-30 (bolsa) | Building materials | Bs 2.32 M | 3,740 | | 11 % | Low |
| 2 | Porcelanato 60×60 Beige | Ceramics | Bs 452 k | 3,180 | | 41 % | Medium |
| 3 | Cable THW 2,5 mm (rollo) | Building materials | Bs 518 k | 485 | | 23 % | Low |
| 4 | Pintura látex 18 L | Paints | Bs 417 k | 812 | | 34 % | Low |
| 5 | Inodoro one-piece | Sanitary | Bs 262 k | 205 | | 30 % | High |
| 6 | Grifería monomando cromo | Sanitary | Bs 240 k | 655 | | 39 % | Medium |
See sales, share, margin and shrinkage of key products in one table.
⋮⋮POS: Today’s saleskpi
▲ 10.3 % vs yesterday Bs 44 k Track the day’s sales per branch against yesterday.
⋮⋮POS: Sales by hourbar
8h9h10h11h12h13h14h15h16h17h18h19h20h21h
Find the peak hour to assign cashiers and shifts.
⋮⋮POS: Average ticketkpi
Bs 86.60▲ 4.2 %
per transaction · yesterday Bs 83.10
Measure whether promotions and cross-selling lift the ticket.
⋮⋮POS: Payment methodsdonut
CashBs 19,480268
QR SimpleBs 15,870181
CardBs 10,22092
Gift cardBs 1,35022
Know the cash / QR / card mix for the cash count and fees.
⋮⋮Inventory valuationbar
Bs 6.29 Mweighted average cost
Building materialsBs 1.46 M
Know how much capital is tied up and in which category.
⋮⋮Inventory turnoverbar
Cemento IP-30Fierro 12 mmCable THWPorcelanatoPintura 18 LGriferíaInodoro
Separate what moves from what sleeps in the warehouse.
⋮⋮Stock coveragecards
Average 30 days1 critical
Cemento IP-30
6 days124 /day
Fierro 12 mm
11 days86 /day
Cable THW 2,5
19 days16 /day
Porcelanato 60×60
27 days106 /day
Pintura látex 18 L
44 days27 /day
Inodoro one-piece
73 days7 /day
Reorder before stock-outs: days of stock at the current sales velocity.
⋮⋮Stock by branchtable
| Product | La Paz | El Alto | Santa Cruz | Cochabamba | Tarija |
|---|
| Cemento IP-30 (bolsa) | 420 | 180 | 610 | 240 | 35 |
| Porcelanato 60×60 (m²) | 880 | 120 | 1,340 | 410 | 96 |
| Cable THW 2,5 (rollo) | 64 | 22 | 81 | 0 | 12 |
| Pintura látex 18 L | 92 | 41 | 118 | 37 | 9 |
below minimumout of stock
See live where stock is short or in excess, to transfer it.
⋮⋮Stock integritytable
Last run: today 02:00
Trust the balance: the nightly check flags kardex, lot and value mismatches.
⋮⋮Supplier lead timebar
Foshan Ceramics Co.CN52 d62 %
Cerámica CordilleraCL11 d96 %
Pinturas MonopolBO2 d100 %
Plan orders with the real lead time, not the promised one.
⋮⋮Accounts payablebar
Bs 612 k38 pending supplier invoices
Not due1-3031-60>60
Prioritize supplier payments by age.
⋮⋮Receivables agingbar
Bs 806 kreceivable 0-30 d31-60 d61-90 d>90 d
Collect first what is aging the most.
⋮⋮Days sales outstanding (DSO)line
40average days to collect▼ 23.1 %
JanFebMarAprMayJunJulAugSepOctNovDec
Measure whether credit policy shortens or stretches collection.
⋮⋮Cash flowkpi
Cash in accounts
Bs 1.28 M
▲ 8.4 % vs last year
Receivables
Bs 806 k
214 open invoices
Payables
Bs 612 k
38 supplier invoices
Net position
Bs 1.48 M
cash + AR − AP
Know the net position: cash plus receivables minus payables.
⋮⋮P&L summarybar
Cost of sales67.3 %Bs 864 k
Gross margin32.7 %Bs 420 k
Operating profit13.1 %Bs 168 k
See the estimated income statement for the month or year without waiting for close.
⋮⋮Gross marginranking
Porcelain tile 60×60 Beige41.2 %
Chrome single-lever faucet38.5 %
THW cable 2.5 mm (roll)22.8 %
Rank products by margin to negotiate costs and prices.
⋮⋮Maintenance SLAkpi
OT-1184Toyota 2.5 t forklift−2 d
OT-1191Cold room−1 d
Handle overdue and soon-due work orders first.
Replicas of real MKA dashboard widgets, with illustrative data.