The Sales Report in KEBS is a comprehensive dashboard sourced from invoicing data. It provides a visual breakdown of sales performance, revenue trends, cost analysis, gross margins, and revenue distribution across divisions, verticals, service lines, and entities. This guide walks you through each chart in the dashboard and explains how to read and use the data.
Sales Chart
Track whether your sales team is meeting monthly targets, identify months where actuals exceed or fall short of plans, and compare performance against the previous year.
The Sales Chart is a monthly bar chart displayed in USD. It shows a 13-month view (January 2026 through January 2027) with multiple data series that can be toggled on or off using the legend at the top.
Chart Legend
How to Read This Chart
| Series | What It Shows |
|---|---|
| Planned (Blue) | The sales target set for each month. Compare this against Actual to measure target attainment. |
| Actual (Red) | The actual sales value closed in each month, sourced from finalized invoicing data. |
| Last Year Closure (Green) | The sales value closed in the same month of the previous year. Use this for year-over-year comparison. |
| Cumulative Planned (Yellow) | Running total of planned sales from January through the current month. Shows the trajectory toward the annual target. |
| Cumulative Actual (Pink) | Running total of actual closures from January through the current month. Compare against Cumulative Planned to see if you are on track. |
Revenue, Cost & Gross Margin Chart
Understand the profitability of your operations month by month. See where revenue is growing, where costs are rising, and how margins are trending over time.
This bar chart shows three primary metrics side by side for each month, plus three cumulative series available in the legend. The Y-axis displays values in millions.
Chart Legend
How to Read This Chart
| Series | What It Shows |
|---|---|
| Revenue (Blue) | Total invoiced revenue for the month. This is the top-line income generated from project deliveries and services. |
| Cost (Red) | Total cost incurred for the month, including resource costs, overheads, and project expenses. |
| Gross Margin (Green) | The difference between Revenue and Cost for each month. A healthy business shows green bars consistently present alongside the blue and red. |
| Cumulative Revenue | Year-to-date running total of revenue. Toggle this on to see the annual revenue trajectory. |
| Cumulative Cost | Year-to-date running total of costs. Compare against Cumulative Revenue to track annual profitability. |
| Cumulative GM | Year-to-date running total of gross margin. This is the most important indicator of overall business health. |
Revenue by Division/Practice & Sub-Division/Vertical
Identify which divisions and verticals are driving the most revenue, spot underperforming units, and make informed investment decisions about where to grow.
These two pie charts sit side by side on the dashboard. Each slice displays the division or vertical name, the count of invoices, and the total value in USD.
Revenue by Division/Practice (Left Chart)
This pie chart breaks down total revenue by business division or practice area. The total across all divisions is displayed at the top (e.g., 3.89 M USD). Each slice shows:
- Division name (e.g., Digital Engineering, Consulting & Advisory, Cloud & Infrastructure Services)
- Count of invoices contributing to that division’s revenue
- Value in millions of USD
Revenue by Sub-Division/Vertical (Right Chart)
This pie chart provides a more granular view by breaking revenue down by sub-division or vertical. The total is displayed at the top (e.g., 3.79 M USD). Each slice shows the vertical name, invoice count, and value. This helps identify which specific verticals within a division are contributing the most.
Revenue by Service Line & Entity
Understand which service lines generate the most revenue and how revenue is split across your organization’s legal entities for financial reporting and compliance.
These two pie charts provide additional revenue breakdowns. Like the Division charts, each slice shows the name, invoice count, and total value.
Revenue by Service Line (Left Chart)
This chart groups revenue by the type of service delivered. The total is displayed at the top (e.g., 7.98 M USD). Each slice represents a service line:
| What to Look For | Why It Matters |
|---|---|
| Dominant slice | Identifies your highest-revenue service offering. A single large slice may indicate revenue concentration risk. |
| Small slices | Service lines with low contribution. These may be growth opportunities or candidates for consolidation. |
| Invoice count vs. value | A service line with many invoices but low value may indicate small deal sizes. Compare count and value together. |
Revenue by Entity (Right Chart)
This chart splits revenue across the organization’s legal entities. The total is displayed at the top (e.g., 0.13 M USD). This is critical for:
- Multi-entity financial reporting: See how revenue is distributed across geographic or legal entities.
- Transfer pricing analysis: Identify inter-entity revenue flows and ensure proper allocation.
- Compliance: Track revenue per entity for tax and regulatory reporting requirements.
Interacting with the Sales Dashboard
Go beyond viewing the charts. Learn how to filter data, toggle series, export visuals, and drill into the numbers to support data-driven decisions.
Common Interactions
| Action | How To Do It |
|---|---|
| Toggle a data series | Click any legend item (e.g., “Planned”, “Actual”) to show or hide that series on the chart. Useful for reducing visual clutter and focusing on specific metrics. |
| View exact values | Hover over any bar or pie slice to see a tooltip with the exact numerical value, count, and percentage. |
| Export chart | Click the hamburger menu icon (☰) in the top-right corner of any chart. Options include downloading as SVG, PNG, or exporting the underlying data as CSV. |
| Info tooltip | Click the info icon (ℹ) next to any chart title to see a description of what the chart measures and how the data is calculated. |
| Filter by date range | Use the date range controls (if available at the top of the report) to scope all charts to a specific time period. |
| Drill down | Click on a specific bar or pie slice to drill into the underlying invoice-level data for that segment. |
Key Questions This Report Answers
- Are we meeting our monthly and annual sales targets?
- How does this year’s performance compare to last year?
- Which months are generating the highest revenue and margins?
- Which divisions and verticals contribute the most to revenue?
- Are our gross margins healthy or declining over time?
- How is revenue distributed across our legal entities?
- Which service lines drive the most value, and where is there concentration risk?
