Use Wiise Sales Dashboards in Power BI

Overview:

Item Profitability report

Customer Profitability report

Why Use Wiise Sales Dashboards in Power BI?

Wiise Sales Dashboards in Power BI give you real-time visibility into revenue, cost and margin, with the ability to filter and drill into insights directly where they work. This enables smarter pricing and account decisions, stronger customer negotiations and clearer focus on profitable growth.

Before you Begin:

Make sure that Wiise Dashboards are installed and connected to Power BI.
When you access the Item Profitability or Customer Profitabilty reports, you can select various date ranges. Select the Period drop-down to select the date range:
1. This week: From the first day of the week to today.
2. This month: From the first day of the current month to today.
3. This quarter: From the first day of the quarter to today.
4. This fiscal year: As set up in Wiise (default: 1 July to 30 June).
5. This calendar year: From 1 January to today.
6. Sales Person: When you’ve created a Sales Person name in Wiise, you can select the Sales Person to compare against your sales reports.

Tip: To navigate any dashboard, you can hover for tooltips and drill through details.

How to Use Wiise Sales Dashboards in Power BI?

1. Item Profitability

Select the Item Profitability menu. The Item Profitability Power BI reports display.
Here’s how to read and understand the tiles on the Item Profitability report metrics:

Metric	Calculation	Objective
Total Units Sold	Total number of units sold for each item during the selected period. Adds up all quantities sold from posted sales shipments and invoices for the selected date range.	Understand item demand and identify high- and low-volume products.
Total Orders	Number of unique sales orders that included the item. Counts the distinct sales documents the item appeared on during the selected period.	Understand ordering frequency and buying patterns.
Sales Revenue	Total revenue generated from selling the item. Adds up all posted sales amounts for the item.	Measure how much income each item generates.
Cost of Goods Sold (COGS)	Total cost associated with items sold. Adds up the actual inventory costs posted for the item, including landed costs.	Understand the true cost of selling each item.
Gross Margin ($)	Profit generated from selling the item, in dollars. Sales Revenue minus COGS.	Identify which items generate profit and which erode margin.
Gross Margin (%)	Profit expressed as a percentage of sales revenue. Gross Margin divided by Sales Revenue, multiplied by 100.	Compare profitability across items regardless of sales volume.
Unit Cost	Average cost per unit sold. Total COGS divided by Total Units Sold.	Support pricing reviews and cost efficiency analysis.
Landed Cost	Total cost of an item including additional charges such as freight and duties. Uses the total actual cost posted to inventory, including allocated landed costs.	Ensure profitability reflects full end-to-end costs.
Margin Variance vs Previous Period	Change in margin compared to the previous period. Compares current margin to prior period margin and shows percentage change.	Identify improving or declining item performance over time.
Items by Sales Volume	Count of items grouped by units sold. Groups items into volume bands (for example 0 units, 1–9 units, 10–49 units).	Identify slow-moving versus high-volume items.
Items by Margin Percentage	Count of items grouped by margin percentage ranges. Calculates margin % per item and groups them into defined percentage bands.	Highlight low-margin, healthy-margin, and high-margin items.
Items by Margin Amount	Count of items grouped by total margin dollars. Groups items based on total margin value generated.	Identify items contributing most to total profit.
Item Performance	Detailed performance per item and variant. Combines units sold, sales revenue, COGS, margin $, margin %, and trends using posted data.	Support pricing, promotion, and inventory investment decisions.
Units Sold and Gross Margin %	Total units sold over the last 12 months and gross margin expressed as a percentage of revenue. Units Sold is calculated by adding up all quantities sold over the last 12 months. Gross Margin % is calculated by subtracting COGS from Sales Revenue and dividing the result by Sales Revenue, then multiplying by 100.	Understand long-term sales volume and profitability trends for items.
Cashflow (Last 4 Months)	Total units sold, total sales revenue, total cost, gross margin, and gross margin percentage over the last 4 months. Units Sold is the total quantity sold over the last 4 months. Sales Revenue is the sum of sales amounts. COGS is the total cost of goods sold. Gross Margin is Sales Revenue minus COGS. Gross Margin % is Gross Margin divided by Sales Revenue multiplied by 100. Entry Type = Sale Document Type = Sales Shipment Posting Date Filter = 1st Day of each month minus Last day of each month for the last 4 months (current month included)	Monitor recent sales performance and short-term profitability trends.

You now know how to navigate and use the Item Profitability report in Power BI.

2. Customer Profitability

Metric	Calculation	Objective
Number of Customers	Counts distinct customers appearing on posted sales transactions for the selected date range. Variance compares this count to the previous period.	Track customer base growth or contraction over time.
Total Orders	Counts distinct sales documents for inventory sales. Variance compares the count to the previous period.	Understand sales activity levels and ordering behaviour.
Total Gross Margin	Adds up sales amounts and subtracts total cost amounts. Variance compares current margin to the previous period.	Measure overall profitability of customer sales.
Gross Margin Percentage	Percentage of revenue remaining after deducting cost of goods sold. Gross Margin divided by total sales revenue, multiplied by 100.	Compare profitability performance regardless of revenue size.
Customers by Sales Volume	Customers grouped into tiers based on number of sales orders. Customers are grouped into brackets such as 0, 1 to 9, 10 to 49, and higher, based on order count.	Identify high-activity and low-activity customers.
Customers by Margin Percentage	Margin percentage is calculated per customer and grouped into defined percentage bands.	Highlight customers with low, healthy, or strong profitability.
Customers by Margin Amount	Customers are grouped based on total gross margin dollars.	Identify customers contributing most to profit.
Customer Performance	Calculates sales, cost, and margin per customer and compares to previous period.	Support pricing, account management, and negotiation decisions.
Current Blocked Customers	Displays customers with an active block status on their customer record.	Identify customers requiring credit or account follow up.
Sales by Region	Groups sales revenue based on customer address region.	Understand regional sales performance.
Sales by Dimension	Groups sales revenue by selected global dimensions such as department or project.	Analyse performance by internal business structure.
Units Sold and Gross Margin % (12 Months)	Adds total quantities sold and calculates gross margin percentage over the past 12 months.	Understand long term customer sales volume and profitability trends.
Cashflow (Last 3 Months)	Calculates quantities, revenue, cost, and margins using posted sales for the last 3 months.	Monitor recent customer cashflow and short term performance.

You now know how to navigate and use the Customer Profitability report.

What’s next?

Find out how to use the Wiise Financial Dashboard.

Need more help?

No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.