---
title: "Step 4 - Prepare Data for Reporting"
slug: "basic-sales-dashboard-tutorial-overview"
updated: 2023-12-23T10:58:25Z
published: 2023-12-23T10:58:26Z
canonical: "docs.datajet.app/basic-sales-dashboard-tutorial-overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.datajet.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Tutorial overview

## Overview

## ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-1703326887385.png)

## Techniques

This tutorial takes the user through the process of creating an example Sales Dashboard, using the Demo Database. It covers many key techniques, including:

- Loading Data
- Verifying Data load
- Creating Reporting tables from source data
- Linking Tables
- Decoding source data
- Creating reporting metrics, dimensions and filters
  - Dynamic time-series filters
  - RFM Segmentation
- Creating individual visualisations
- Creating a Dashboard
- Adding Dashboard filters
- Turning a dashboard into a standardized report
- Distributing a report on the web

### Approach

The following is an outline of the approach taken:

1. [Prepare and Upload Data](/v1/docs/step-1-prepare-and-upload-data)
2. [Create Project and Load Data](/v1/docs/step2-create-project-and-load-data)
3. [Create Reporting Tables](/v1/docs/step-3-create-reporting-tables)
4. Prepare Data for Reporting:
  1. [Decode](/v1/docs/step-4a-prepare-data-for-reporting-decodes)
  2. [Reporting Dimensions and Measures](/v1/docs/step-4b-prepare-data-for-reporting-metrics)
  3. [Customer Segmentation](/v1/docs/step-5-create-customer-segmentation)
5. [Create Dashboard](/v1/docs/step-5-create-dashboard)
6. Create Reports
  1. [Time-series using Multi Function Profiles](/v1/docs/step-6-create-reports)
  2. [Single Value Metrics using Panel Forms](/v1/docs/step-7b-create-reports-panel-forms)
  3. [Simple Profiles](/v1/docs/step-7c-create-reports-profiles-continued)
7. [Create and Publish Standardized Reports](/v1/docs/step-8-create-and-publish-standardized-report)

## Video Tutorial

[Video](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/BSD-%20Tutorial%20Overview.mp4)

## Objective

Using the small sales demo database, create and distribute a basic sales dashboard showing the following key metrics:

1. Segment activity for different time periods - This Month, All Data
2. Monthly revenue split by metric - Sales, Profit
3. Orders split by repeat and new customers
4. Daily, Month to Date and Year To Date metrics for:
  - Revenue
  - Profit
  - Order
  - Average Order Amount

![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-1703326966714.png)

The dashboard contains the following individual reports that are generated using profiles, multi-function profiles and panel forms:

- **This Month’s Orders by Segment**: pie chart showing *orders for the month grouped by customer segment*. Each number represents the number of orders this month for customers in a particular segment.
- **Reporting Date**: the date of the last order in the sales data
- **All Orders By Segment**: pie chart showing total orders grouped by customer segment. Each number represents the number of orders made by customers who are currently in each segment.
- **Daily Revenue ($)**:daily revenue for the current month broken out by sales metric 1 (revenue) and sales metric 2 (profit)
- Various metrics broken out by
  - Current Day (with comparison to a week ago)
  - Month To Date (with comparison to same Month To Date for previous year)
  - Year To Date, (with comparison to same Year To Date for previous year
  - The following metrics are calculated:
    - **Revenue ($)**: sum of sales
    - **Orders**: number of orders
    - **Average Order**: value of average order for specified time-period
    - **Profit (%)**: sum of profit
- **New Customer Orders**: Orders placed by new customers
- **Today’s Orders:** pie chart showing today’s orders broken out by customer type (new/repeat)
- **Daily Orders This Month:** daily order for the current month, broken out by new and repeat customers.
- **This Month’s Orders:** pie chart showing this month’s orders broken out by customer type (new/repeat)
- **Repeat Customer Orders:** orders placed by repeat customers