Build a revenue management dashboard in minutes.

Gain valuable insights into your revenue streams, track sales performance, analyze pricing strategies, forecast future revenue, or identify patterns, trends, and areas of opportunity. Help your sales and management teams optimize revenue performance, improve decision making and increase profitability with a custom revenue management dashboard. 

Revenue management • Appsmith

Thousands of businesses scale faster and more efficiently by building on Appsmith.

What is a revenue management dashboard?

A revenue management dashboard is used to track and analyze a company’s revenue and performance in real time. It provides a comprehensive view of key revenue metrics such as revenue, sales, profit margins, customer acquisition costs, and more.

What are the common features of a revenue management dashboard?

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Common features of a revenue management dashboard may include:

  • Real-time data updates from multiple channels

  • The ability to track and monitor key revenue metrics and trends

  • Data visualization using easy-to-understand ways such as charts and graphs to display and analyze data relationships, trends and forecasts

  • Filtering and segmentation options, allowing users to view data for specific periods, product lines, or customer segments

  • The ability to set and track goals and targets and compare real revenue numbers against targets

  • Integration with other internal systems, SaaS tools, or datasources

  • The ability to identify best-selling products, measure customer lifetime value, or analyze which pricing strategy is working best

Why build a revenue management dashboard instead of buying one?

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  • Customization: So the dashboard fits your specific requirements rather than you trying to adapt them to an off-the-shelf solution. Customizations can include what exact formulae you use for different metrics you are tracking, how the relationships among different data points are defines or the visual way data is displayed, etc.

  • Integration with other tools: You may already have systems in place for inventory management, accounting, marketing or other functions. Building a custom revenue management dashboard allows you to seamlessly integrate with these existing tools. Appsmith’s native integration or connections via REST APIs makes this super quick and easy.

  • Data privacy and security: With an off-the-shelf product, the data is usually hosted on a third-party server, which can be a security concern. Building a dashboard in-house allows you to keep your data safe and secure.

  • Control and compliance: Have more control over the development, maintenance and upgrades of your dashboard and ensure you are compliant with all the relevant, evolving regulations.

  • Flexibility: Build a dashboard you don’t need to rebuild again in 12 months. Easily adapt to changing requirements, internal processes, and new tools and technologies.

What are the challenges of building a revenue management dashboard?

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  • Engineering bandwidth: Give your end-users the custom tools and workflows they need for increased productivity without burdening your engineering team.

  • Data visualization and integrations: Integrating data from various sources can be time-consuming and challenging. Developers need to ensure that the data is properly collected, normalized, and stored in a format that can then be easily analyzed and visualized.

  • User experience: Providing a user-friendly and intuitive interface for the various teams to view, understand, and analyse important metrics can be a challenge without experienced frontend engineers.

  • Data management: Ensuring your customer and revenue are stored and processed in a safe way that complies with your organization's policies and regulations can get time-consuming.

  • Maintenance and upgrades: Keeping your dashboards up-to-date with the latest technologies, security patches and regulatory changes is a complex and time-consuming task that needs engineering time and resources.

Which teams use revenue management dashboards the most?

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  • Sales and revenue teams: to monitor key metrics, track sales performance, and forecast future revenue.

  • Management teams: to track overall performance, monitor progress towards goals and targets, make informed decisions related to budgeting, forecasting, product pricing and more.

  • Finance and accounting teams: to monitor revenue performance and to ensure correct details for company financials

  • Marketing teams: to track how their marketing efforts are impacting revenue and to identify areas for improvement and new marketing strategies

Why Appsmith for a revenue management dashboard

Create dashboards in 30 minutes.

Use pre-built, configurable widgets such as charts (bar, line, pie charts, and more), tables, maps etc, to visualize your data as you want. With ready connectors to most popular datasources and a delightful IDE for queries, get your dashboard ready in minutes. Easily use our marketing portal template.

Bring in data from multiple datasources.

Connect to various datasources, including databases and APIs. Bind queries and JS Objects for different tables on one datasource or entirely different datasources to the same widgets as on your primary dashboard view.

Create stakeholder views and control access by role.

Customize stakeholder views on different pages of your app, make it interactive with drill-downs, and control access to data by role and groups. 

Visualize and analyze revenue data

Visualize data the way you want using pre-built, configurable widgets like charts, tables, graphs, and more. Interact with and analyze key metrics such as revenue by product or service, by customer, by sales channel, or region in clicks. Paginate your data in tables using pre-built configs. 

Powerful built-in features

Search through revenue data by customer name or industry, filter by users who need to redo their KYC, sort customers by latest purchase value or compare data over time, or to forecast future revenue in real-time using Appsmith’s built-in features. Write JavaScript anywhere in Appsmith to transform your data and trigger actions elsewhere.

Built-in authentication and authorization

Access control based on user roles and display different data views to different users according to authorization settings. Utilize our built-in audit logs to keep track of important events and use backup and restore features as necessary.

Which industries use revenue management dashboards?

Financial services
Travel and tourism
Discount management dashboard with Appsmith


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