Dynamic
CRM Solution
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The Food Sales Summary is a super handy breakdown of gross food sales, net sales, discounts, fees, refunds, taxes, gratuity—all neatly organized for your records. With the ability to filter by provider as well as date range, this example is here to help business keep tabs on business trends, giving the business all the ins and outs of their sales.

Business can easily upload the Excel file and convert them into form data to process data summary analyze.

Summary based on the customized conditions

CubeDrive allows business setup the special summary based on the customized conditions. For example:

  • Total price ordered after Dec 1, 2020 (date can be dynamically setup)
  • Total price ordered in West Region (region can be dynamically setup).
  • Total ordered of [Chocolate Chip] in San Diego (multiple conditions can be dynamically setup).
form

Charts summary

CubeDrive provides a list of charts which allows the business to analyze their data easily.

  • Column/Bar chart
  • Stacked column/bar chart
  • Line/area/scatter chart
  • Pie/Spie/Donut chart
  • Funnel/Radar chart
form
Tip: user can setup different conditions for charts. For example, data based on the month or week.

Pivot table data summary in Sheet format

Business data can also be analyzed with the customized pivot table.

form

User can select different form fields for group, select fields for sum/count. See the following setup for more details.

form

Calendar summary view

Food sales data can be viewed in calendar summary format.

form