Create a Sales Performance Dashboard

This guide walks you through building a complete Sales Performance Dashboard in Frappe Insights using the included Demo Data. You’ll create a workbook, build a reusable query, generate multiple visualizations, and combine them into an interactive dashboard.

Create a Workbook

1. Open the Workbook List page.
2. Click + New Workbook.
3. Enter Sales Performance as the workbook name.
4. Select Query Builder to begin creating your dataset.

Create the Base Query

The dashboard is built on a single query that combines information from orders, products, customers, and order items.

Step 1: Select the Source Table

1. When Query Builder opens, select orders as the source table.

Step 2: Join Related Tables

Add the following joins in sequence.

Join Order Items

• Click Add Operation → Join Table.
• Select orderitems.
• Join Type: Left Join.
• Join Condition: order_id = order_id.
• Select the following columns:
  • price
  • freight_value
  • product_id

Join Products

• Click Add Operation → Join Table.
• Select products.
• Join Type: Left Join.
• Join Condition: product_id = product_id.
• Select:
  • product_category_name

Join Customers

• Click Add Operation → Join Table.
• Select customers.
• Join Type: Left Join.
• Join Condition: customer_id = customer_id.
• Select:
  • customer_state

Step 3: Filter Delivered Orders

1. Click Add Operation → Filter Rows.
2. Select:
   • Column: order_status
   • Condition: Equals
   • Value: delivered

Step 4: Select Required Columns

Add a Choose Columns operation and include the following fields:

• order_id
• order_item_id
• order_status
• order_purchase_timestamp
• price
• freight_value
• product_category_name
• customer_state

Save the query with the name Sales Data.

Create Charts

Sales Overview

Create a Number Chart that displays overall sales metrics.

• Click + New Chart.
• Select Number as the chart type.
• Set the title to Sales Overview.

Add the following metrics:

• Count Distinct of order_id → Label: Total Orders
• Sum of price → Label: Total Revenue
• Average of price → Label: Average Order Value

Configure the remaining options:

• Date Column: order_purchase_timestamp
• Sort: Ascending
• Enable Show Comparison
• Enable Show Sparkline

Monthly Revenue

Create a Line Chart showing revenue trends.

• Chart Type: Line
• Title: Monthly Revenue
• X-Axis: order_purchase_timestamp
• Y-Axis:
  • Function: Sum
  • Column: price
  • Label: Revenue

Revenue by Category

Create a Row Chart to compare product categories.

• Chart Type: Row
• Title: Revenue by Category
• X-Axis: product_category_name
• Y-Axis:
  • Function: Sum
  • Column: price
  • Label: Revenue
• Sort by Revenue (Descending).

Quarterly Revenue by State

Create a pivot-style Table Chart.

• Chart Type: Table
• Title: Quarterly Revenue by State

Rows

• Column: order_purchase_timestamp
• Label: Quarter
• Granularity: Quarter

Columns

• Column: customer_state
• Label: State

Values

• Function: Sum
• Column: price
• Label: Revenue

Additional settings:

• Sort by Quarter (Ascending).
• Enable Show Color Scale.

Build the Dashboard

1. Click + New Dashboard.
2. Name it Sales Performance Dashboard.
3. Drag charts from the left panel onto the dashboard.

Arrange the charts as follows:

• First Row: Sales Overview
• Second Row: Monthly Revenue and Revenue by Category
• Third Row: Quarterly Revenue by State

Add Dashboard Filters

1. Click the Filter button.
2. Select Add Filter.
3. Choose product_category_name.
4. Select health_beauty as the filter value.
5. Click Apply Filter.

Result

You now have a complete interactive sales dashboard that provides high-level KPIs, revenue trends, category performance, and regional sales analysis. As your data changes, the dashboard updates automatically, giving stakeholders a real-time view of business performance.