Sales Dashboard Template

Sales Dashboard Database

Sales Dashboard Template | Sales Dashboard Database

Custom Sales Dashboard Database/Template System

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.

Please note that this is a template database. If it does not meet your needs 100%, and you are unable to customize it yourself, let WSI know and we will provide a quote to develop the customizations you need to get you exactly what you want in your Sales Dashboard system.

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



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

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.
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 the run-time/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 you to implement the additional features and enhancements that you require.

Purchase Prices

$199.99—Internal Use—This product allows you to use this database template however you wish within your organization.
Sales Dashboard Template | Sales Dashboard Database

$399.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
Sales Dashboard Template | Sales Dashboard Database

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.
Sales Dashboard Template | Sales Dashboard Database

$499.99 for unlimited developer use - this allows you to use this database template however you wish for any applications you develop and distribute.
Sales Dashboard Template | Sales Dashboard Database


Once your purchase is complete, you will receive an email with a link to download the full version of the database.

Testimonials

"Once again, you guys have outdone yourself. The service and support you have provided has been the best I've ever experienced from a software development team. You guys have the best Access calendar GUI I've ever seen."
Mike Mattas
New-Tech Systems
Plainfield, IL


"Thanks to all!! Nice job on the changes. They look good, thanks for your quick response !!"
George Ells
Tulip Systems, Inc.
Pittsburgh, PA


"Thanks for all your help. Your service is great as I find you and your team easy to deal with and very responsive in terms of getting the changes done.
Great work."
Steve Da Silva
Manager – Customer Support
The Hospital for Sick Children
Toronto Ontario Canada


On October 5 I was working on an Access database program, and needed assistance to get it in use quickly. I found Winning Solutions via google/chat now, they contacted me with their programmer Andres Dominicci the next day. With the expertise of Andres the database was put in the store for use just 4 days later. The efficiency of his programming and the added benefit of video to refer back to in case of small adjustments brought what seemed like a daunting task into reality very quickly. You can get quick, efficient, trustworthy help directly into your office regardless of your location. This is utterly amazing. I would not hesitate to recommend this company for specialized projects in your office.

Much thanks to Winning Solutions… Andres you are a winner!

Debbie Hunt
Controller
Glendon Bald Eagle Holdings Ltd.
British Columbia, Canada


I have dealt with many IT services companies over the last 30 years and have had the opportunity to implement many platforms, middleware, and systems. Usually with multiple vendors and programs that do collaborate well together.

Bottom Line: Winning Solutions is “hands down” the most polite, professional, committed, able, and proven company I have ever worked with.
Their staff, top to bottom, are all Winners!

I have had WSI team members assist me with integrations that other vendors could not accomplish.

I do not look for or want a “cookie cutter” solution. This is where WSI shines, CUSTOM APPLICATIONS, just what you need, not a bunch of superfluous promises or features.


Dave Yeadon
Dakota Steel & Trim
Canton, SD


Our Service Dept is enjoying the Calendar, we adapted the Enhanced Microsoft Access Calendar to meet our needs. I found your website after searching for a Template for a Calendar based off Access. That I could build off from. Prior to using the Enhanced Microsoft Access Calendar we booked our appointments on a huge paper calendar that daily had to be re-written daily to move the incomplete Services and Repairs. The Service Manager and Advisors enjoy the ease of booking work. There are Schedules available on the Market but the parameters were not what we were seeking. The Enhanced Microsoft Access Calendar was a bullseye.

Richard “Dick” Milliken
Whited Peterbilt
Bangor, Maine

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WSI is a small business and a leading provider of custom access programming and database solutions for government entities, Fortune 1000 companies, and emerging businesses. We are your custom access development experts.