Company Overview
This Company Overview Dashboard is also the default Home Page of the embedded analytics Enterprise experience.
Overview
The Company Overview Dashboard provides a simple roll-up of total company sales by week, broken out by Sales Channel. It is the default Home Page of the embedded analytics Enterprise experience, meaning it is the first view that executives, managers, and analysts see when they log in. Its purpose is to give an immediate weekly snapshot of performance across all major sales channels and syndicated markets that matter to your business.
By default, the dashboard includes:
UOS/URS (owned channels at Total Corp level): Shopify (DTC), Amazon, ULTA, Whole Foods, and other direct/wholesale sources.
URMS (syndicated retail markets): Total US – MULO, Total US – Natural, Total US – xAOC.
This view helps answer:
“What did we sell this week?”
“How does performance compare to last year?”
“Which channels are contributing the most?”
Metrics & Visuals
When you open the dashboard, you’ll see three main components:
Top KPIs (Current Period)
Total Dollar (Net) Sales, adjusted to your company's preferred currency.
Year-over-Year or Period-over-Period % change
Channel Mix % (top 5 channels by contribution + "all others")
Weekly Sales by Channel (Stacked Chart)
X-axis = Week start date (aligned to fiscal or calendar settings).
Y-axis = Total Dollar Sales (aligned with Net Sales $ or a custom Revenue metric, if defined as an override in the Custom Metrics section of the Daasity app).
Total company sales in the current period, and prior or year ago period, each appears as a separate colored band.
Optional overlay of total company YoY line for quick growth comparison, if sufficient historical data is available.
Weekly Detail Table
Week | Total Sales | YoY % | Δ vs Prior Week | Channel Sales ($, % Mix).
Exportable for deeper analysis.
Interpretation & Action
Weekly Executive Pulse: Use the Top KPIs and Weekly Sales Chart as your first stop in weekly business reviews. These numbers should match what the company rallies around as its headline sales figures.
Mix Shifts: Look for changes in the stacked chart composition. For example, a sharp decrease in Amazon’s growth suggests softness, and the cause is unknown- in this case, this is your cue to pivot into the Amazon Performance Dashboard, navigating from the home page where your Company Overview dashboard is available on login to your Collections to open the Amazon-specific report(s).
Syndicated Context: URMS markets (Total US – MULO, Natural, xAOC) show national-level performance across the Grocery and Mass-market retailers captured by syndicated data providers like NielsenIQ, SPINS and Circana. If a URMS market is trending up and you want to determine why — head over to the Template Gallery (or Collections if you have saved it into your library already) and select the Brand Performance Dashboard - filter onto that market to see, is the entire category up? Or is my brand outpacing the category? Whats driving brand and category trends (distribution? velocity changes YoY? pricing/promotional tactics adjustments? Toggle between different markets that roll-up into that national-level view: which of the markets is driving the change and then same set of questions for each market (how are category trends relative to brand? what are the key drivers of change?)
Seasonality: Compare L52W view to check whether peaks and troughs align with holidays, promotional periods, or distribution changes. Unexpected divergences may indicate data issues or execution gaps.
Drill-Down Workflow: The Company Overview is not meant for diagnosis. Treat it as a launch pad:
DTC & Amazon → Sales Performance Dashboards.
Retail (syndicated) → Brand Performance, Key Drivers, Promotions.
Best Practices
Keep weekly cadence: Designed as a weekly heartbeat, not a daily operational tool (except for DTC flash views).
Standardize KPIs: Ensure Net Sales and YoY definitions match the Metrics Dictionary so all teams reference the same numbers.
Start here, align everywhere: Because it’s the Enterprise Home Page, this dashboard is your common ground for cross-functional alignment before diving into channel-specific detail.
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