Sales Dashboard Template | Sales Dashboard Database
Custom Sales Dashboard Database/Template System
VIDEO
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.
Accounting Template Databases
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
Sample Screens
Sales Dashboard Database
Main Form
Sales Dashboard Database
Sales by Month - Chart View
Sales Dashboard Database
Top Customers
Sales Dashboard Database
Top Salesperson
Sales Dashboard Database
Sales by Service/Product
Sales Dashboard Database
Sales by Service/Product - Drill In
Sales Dashboard Database
Top Salesperson - Drill In
Sales Dashboard Database
Customer Search
Sales Dashboard Database
Customer Page
Sales Dashboard Database
Customer Page
Sales Dashboard Database
Customer Page
Sales Dashboard Database
Customer Page
Sales Dashboard Database
Invoice Search
Sales Dashboard Database
Invoice Form
Sales Dashboard Database
Invoice Report
Sales Dashboard Database
Maintenance Form
Sales Dashboard Database
Payment Screen
Sales Dashboard Database
Customer Payment Screen
Sales Dashboard Database
Payment Search
Sales Dashboard Database
Edit Payment
Sales Dashboard Database
Batch Invoice Report
Sales Dashboard Database
Batch Statement Report
Sales Dashboard Database
Customer Reports
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Download a demo
WSI invites you to
download a demo version for free to test! The demo version is in Access 2007, which will work on either Access 2007, 2010, 2013, or 2016. If you need a previous version of Access to try, please
Contact Us . Please note that the demo version of the software is fully functional, but does not store any data once you close the database; the full version of the software, available for purchase, stores data in the database permanently.
The following document explains, in detail, how to install the demonstration and how to avoid some common set-up issues:Download Instructions
Full Version and Live Demonstration Options
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.
After purchase
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 run-time or 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 the additional features you require.
Purchase Prices
$199.99—Internal Use—This product allows you to use this database template however you wish within your organization.
$399.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
The cost of the Sales Dashboard Database with a SQL Server Backend Database is as follows (this version of the database works exactly the same but utilizes your SQL Server as the data storage mechanism for the tables instead of Microsoft Access tables. The user interface with the forms and reports is still written 100% in Access):
$299.99 for your internal use - this allows you to use this database template however you wish within your organization.
$499.99 for unlimited developer use - this allows you to use this database template however you wish for any applications you develop and distribute.
Once your purchase is complete, you will receive an email with a link to download the full version of the database.