Total company sales by financial year, 2018/19 to date
Top 10 clients — this month
Editable — single-month sales, not rolling YTD. Update via "Upload customer summary" or edit directly.
Client
Sales (£)
Remove
Top 20 clients — Platinum
Ranked by sales over the last completed months
Client
Sales (£)
Remove
Active customers
Customers ordering per month, by fiscal year
New customers
Brand-new customers per month, by fiscal year
First orders vs. repeat orders
First-time orders and how many reordered the following month
Google reviews & new credit accounts
New reviews and new credit accounts opened, per month. Click a month for review text.
Recently acquired clients
First order in the last 3 completed months, 4+ orders — from the Customer Summary upload. The 12-month forecast is their average monthly spend since their first order × 12, compared with what each tier spends in a year. Click a client for month-by-month detail.
Company
First order
Last order
Orders
12-month forecast
On track for
Last order more than 30 days before the most recent order in this list
Client tiers
Clients ranked by sales. Click a tier to see its clients.
Tier
Clients
Avg sales / client / month
Avg orders / client / week
Avg order spend
Share of sales
Platinum & Gold clients
Top 50 clients by sales
#
Move
Client
Tier
Sales (period)
Avg sales / month
Orders (period)
Orders / week
Avg order spend
First order
Last order
Silver clients
Clients ranked 51–100 by sales
#
Move
Client
Sales (period)
Avg sales / month
Orders (period)
Orders / week
Avg order spend
First order
Last order
Average order value is calculated automatically as Sales ÷ Orders using the figures you enter in "Monthly Update" — you never need to type an average yourself.
Express — companies ordering
Number of Express client companies per month
Express — number of orders
Total Express orders per month
Express — avg. orders per company
Orders ÷ companies (calculated)
Express — average order value
£ per order, per month (calculated)
Events — companies ordering
Number of Events client companies per month
Events — number of orders
Total Events orders per month
Events — avg. orders per company
Orders ÷ companies (calculated)
Events — average order value
£ per order, per month (calculated)
Wholesale clients
Current snapshot, editable — update via "Upload customer summary" or edit directly.
Client
Sales (£)
Remove
Contract caterer clients
Current snapshot by parent group, editable — update via "Upload customer summary" or edit directly.
Group
Client
Sales (£)
Remove
Wholesale sales by year
Total Wholesale channel sales, by financial year
Wholesale as % of total sales
Monthly, tracked from January 2025 onward
Contract caterer sales by year
WSH and Sodexo groups, by financial year
Contract caterers as % of annual sales
WSH + Sodexo combined, as a share of total company sales that year
Google Ads — monthly clicks
From Monthly Update
Google Ads — monthly impressions
From Monthly Update
Google Ads — click-through rate
Calculated as Clicks ÷ Impressions, per month
Website — monthly users
From Monthly Update
Website — monthly new users
From Monthly Update
Google Ads — annual clicks
Editable by financial year
Website — annual users
Editable by financial year
Annual marketing figures
Editable table backing the two annual charts above, for years before monthly tracking started
Fiscal year
Google clicks
Website users
Remove
Social followers — latest
From the most recent Monthly Update
Social followers — monthly trend
From Monthly Update
Web vs. non-web sales
Monthly sales (£), split by ordering channel
% of sales & orders from web
Share of business placed online each month
Average spend: web vs. non-web
£ per order, per month
Events — count & average spend
Number of events and average spend per event
Express — orders & average spend
Total Express orders and average spend per order
Won / Lost / Quoted by month
Historical monthly trend (£)
Conversions by month
Converted sales value and opportunity count, historical trend
Quoted value by rep
Editable — kept in sync automatically by the uploads/pastes above
Rep
Value (£)
Remove
Converted value by rep
Editable — kept in sync automatically by the uploads/pastes above
Rep
Value (£)
Remove
Quoted value by rep — last 12 months
One line per rep. Paste in a monthly report to add to this history.
Converted value by rep — last 12 months
One line per rep. Paste in a monthly report to add to this history.
Backup & restore
This dashboard's data lives in this browser, on this computer. When you get a new version of this file, use the first two to carry your data across — nothing to type or edit.
1. Save a backup
Do this any time, and especially right before you're about to open a new version of the dashboard.
2. Restore a backup
Opening a new version of the dashboard? Pick the backup file you just downloaded.
3. Readable Excel copy
A spreadsheet you can actually open and check — one tab per data area. This is for reviewing only; use the JSON backup above to restore.
Advanced: view or edit the raw data directly
Everything on this dashboard as plain text. Only use this if you know what you're doing — the two buttons above are the easy way to move data between versions.
Smart Paste from report
Copy a block of rows straight from Excel, a website table, or a report — label and number together, one per line — and paste it below. It'll try to match each line to the right field in Monthly Update automatically. Review the matches, then it opens Monthly Update pre-filled so you can check everything before saving.
Or upload a file directly — it'll pull the text out and drop it below automatically. Or just paste text in yourself:
Monthly update
Pick the month, then fill in whichever sections you have data for. Leave a section blank to skip it — nothing there will change. Averages, percentages, and shares are all calculated for you.
Sales
Clients
Channel & online ordering detail
Uses the Express/Events sales above — average order values, web share, and wholesale share are all calculated, not entered.
Pipeline (this month)
Marketing & social
Click-through rate is calculated automatically as Clicks ÷ Impressions.
Set yearly budget
Enter once per fiscal year — no need to re-enter it each month. Leave a month blank to skip it.
Paste recently acquired clients
One client per line: company, first order date, last order date (optional) and order count, separated by commas or tabs — e.g. Avalara, 15/04/2026, 28/08/2026, 3. This replaces the current list.
Paste Google reviews
Open your Google Business Profile reviews page, select the review list and copy it (Ctrl/Cmd+A then Ctrl/Cmd+C over that panel), then paste the whole thing below. It looks for a star rating and a relative date ("Yesterday", "8 weeks ago") near each review to work out the month, using today's date as the anchor - so paste a fresh batch periodically rather than expecting this to stay accurate on its own. Owner responses are ignored automatically. This only adds review text for the click-to-detail popup on the chart - it doesn't change the review count itself, which still comes from Monthly Update.
Upload customer summary
For the full customer export (one row per customer, with monthly Sales/Orders columns, First Order date, and Sales/Orders YTD columns). Fills in, for every month found in the file: Wholesale clients, Contract Caterer clients (BaxterStorey/Bartlett Mitchell → WSH, Sodexo → Sodexo), Top 10 this month and Top 15 rolling YTD (Wholesale excluded), active clients, new clients (a client's first order month also counts as a "first order", clickable on the chart to see who they were), clients who reordered the month after their first order (also clickable), and Recently Acquired Clients (first order in the last 3 completed months, 4 or more orders placed in total). This replaces those lists and backfills every month in one go.
Leave this as detected. It should match whichever month is most recent in your file - the upload automatically works backward from here to fill in every earlier month too. Don't change it to whichever month you actually want updated; that shifts every month's data by however many months you moved it.
Upload won/lost report
For the CRM's "Won/Lost" export (one row per resolved opportunity, dated by when it was won or lost). Totals each rep's Won value for the Converted-by-rep chart, updates the company-wide Won/Lost totals on this Pipeline tab, and separately works out "Converted" - opportunities enquired and won within the same calendar month, a narrower figure than total Won.
Upload opportunities report
For the CRM's "Opportunities created" export (one row per opportunity, with Owner/Value/Won/Lost columns). It totals each rep's opportunity value for Quoted, and their Won value for Converted, then fills in both charts for the month at once.
Paste monthly report
Pick the month, then paste this rep's figures — one rep per line, name and value separated by a comma or tab. This replaces just that one month for these reps, without touching any other month.
Eden Caterers Sales Dashboard