Sales Performance Analysis by Category and Branch using Visionade and Table Grid

5 min

This document describes how to use Visionade and Table Grid to perform a sales performance analysis based on product categories and store branches. The purpose is to generate insights into sales trends, identify high-performing branches, and support strategic decision-making.

Introduction

The Sales Manager wants to leverage Visionade and Table Grid to analyze the sales performance of different product categories across various store branches. Using Visionade's multi-grid data mapping and Table Grid's structured data management, combined with pivot table functionalities, this report helps identify best-selling categories in each branch and make data-driven decisions.

Sales Performance will be managed on Issue Screen and displayed in grids like this:

  • Products Grid:

image-20250322-085525.png

  • Categories Grid:

image-20250322-085740.png

  • Sales Transactions Grid:

image-20250322-090019.png

Prerequisites

Before generating the report, ensure the following conditions are met:

  • Visionade platform is accessible with reporting and dashboarding capabilities enabled.

  • Table Grid is set up to store and structure sales transaction data.

  • Product and category mappings are correctly established between grid Products and grid Categories.

  • Users have the necessary permissions to configure data sources and reports in Visionade.

Post-condition

  • The sales performance report is successfully generated in Visionade and displayed on the Jira Dashboard.

  • The user can view and analyze sales trends based on product categories and store branches.

  • Connected data source (Table Grid) is saved in Data Sources list.

  • Configured report is saved in Reports list.

Use Case Flow Diagram

Step-by-Step Implementation

1. Connect Data Source from Table Grid

Actions

Actions

1

Click Add Data Source button

image-20250313-091120.png
2

Select Table Grid and click Next button

image-20250401-091911.png
3

Fill in validate information and click Save

You can also click Test connection to check the connection before.

image-20250402-043225.png

 

2. Configure Sales Performance Report

Actions

Actions

1

Click Reports tab

Click Create Report button

image-20250313-093535.png
2

Fill in Name and click Create button

image-20250322-092345.png
3

Click on the Source section

Select Table Grid of Electronic Market as data source

image-20250322-092848.png
4

Click on Grids field, select 3 grids Products | Categories | Sales Transactions

image-20250322-093007.png
5

Click Add button in Mapping section to map data of grids.

image-20250322-093436.png
6

Mappings:

  1. Products → Categories: Category ID in Products maps to Category ID in Categories

  2. Products → Sales Transactions: Product ID in Products maps to Product ID in Sales Transactions

Click Save to save mappings

image-20250322-093703.png
7

Issue Scope By: You can select to filter issues by Projects or Custom JQL

  • Projects: Select projects that you want to take grid data from their issues

  • Custom JQL: Type JQL to filter issues that you want to take grid data

image-20250402-043454.png
8

Drag dimension Category Name to section Rows to view category names as row headers

image-20250402-043532.png
9

Continue to drag dimension Product Name to section Rows and below dimension Category Name to view name of each product in row headers

image-20250402-043608.png
10

Drag dimension Store Branch to dimension Columns to view store branches as column headers

image-20250402-043652.png
11

Drag dimension Total Revenue to section Values to view total revenue in each field of the table

Select Sum in Aggregation field

image-20250402-043735.png
image-20250402-043801.png
12

Drag dimension Order Date to dimension Filters to filter orders in Q1 2025

image-20250402-043848.png
13

Click in Filter By field

image-20250322-094954.png

Select condition Is between

image-20250322-095101.png

Enter “1/1/2025” and “3/31/2025” in fields

image-20250322-095206.png

Click OK to filter

14

Select Bar Chart in section Visualization

image-20250402-044109.png
15

Click Save changes to save report

image-20250402-044657.png

3. Add Sales Performance Report to Jira Dashboard

Actions

Actions

1

Open Dashboards screen and click Create dashboard button

image-20250313-111751.png
2

Fill in Name and click Save

image-20250322-095912.png
3

Click Edit button to edit the dashboard

Search “Visionade” to search gadget

Click Add button on Visionade Report gadget

image-20250322-100113.png
4

Select Sales Performance Report

image-20250322-100251.png
5

Click Change layout and select One column

image-20250402-044929.png
6

Click Done to save dashboard

image-20250402-045026.png

4. Result

Report is displayed on Jira Dashboard.

image-20250402-045100.png

Conclusion

Using Visionade and Table Grid, the Sales Manager can quickly generate reports and gain insights into the revenue distribution across different product categories and store branches. This document is designed to help users effectively utilize these tools to create dynamic, insightful reports. By applying filters and analyzing trends over specific periods, businesses can optimize inventory and sales strategies efficiently.

We encourage you to explore the various features of Visionade and Table Grid to maximize their analytical capabilities.

 

Related content