Dashboards with Claude

Harbourline Appliances · Sample dashboard

Sales Pulse

Snapshot as of 13 Oct 2026

Sales performance vs last year

Sales performance vs budget

The full approved budget for the month, quarter and year, with actual sales booked so far measured against it and how much time is left in each period to close the gap.

Daily sales by region

By Region By Brand By Customer Group

Trailing 5-trading-day sales pace by region, Q4 to date. Smooths day-to-day swings so the regional trend reads clearly; exact daily figures for the current month are in the table below.

Rolling sales pace by region 1–13 Oct 2026

Daily sales by region — month to date

Raw daily revenue by region group, 1–13 October 2026.

Figures are ex-GST product-line revenue net of credit notes. A negative day reflects credit notes exceeding new invoices for that region.

Top 10 customer groups by brand

Customer groups that rank among a brand's top 10 by year-to-date revenue, grouped by customer group with each contributing brand nested underneath (using that brand's own figures for the group). Same MTD / QTD / YTD vs LY columns as the performance table below.

Region performance

All 15 sales territories, grouped and ranked by year-to-date revenue.

Region performance by brand

Each of the 4 region groups broken down by brand, ranked by year-to-date revenue within each region. Same MTD / QTD / YTD vs LY columns as the performance table above.

Brand performance by product category

Each brand broken down by product category (e.g. Rangehoods, Hot Water Taps, Ventilation Fans), ranked by year-to-date revenue within each brand. Same MTD / QTD / YTD vs LY columns as the performance table above.

Data current to 13 Oct 2026 Sample dashboard by Atrilus. Harbourline Appliances and all names, products and figures are fictional.

PDF to Xero Coded Draft Bills with Claude