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PDF Sales Dashboard

Create a visual sales dashboard PDF with charts, data tables, and conclusions

Build a visual reporting PDF for business review meetings.

Includes:

  • KPI cards
  • Chart image blocks (supports front-end generated base64 images)
  • Sales table with totals and weighted conversion
  • Conclusion list for decision-ready reporting

Example Results

1 examples

Sales Dashboard

Sales dashboard summary PDF

sales-dashboard-pdf-example1.pdf View File
View input parameters
{ "reportTitle": "Sales Dashboard Report", "periodLabel": "Monthly Overview", "currency": "USD", "pageSize": "A4", "landscape": true }

Key Facts

Category
Document Tools
Input Types
text, textarea, select, checkbox, number
Output Type
file
Sample Coverage
4
API Ready
Yes

Overview

The PDF Sales Dashboard tool allows you to generate professional, visual-ready PDF reports for business review meetings by combining KPI metrics, chart images, and detailed sales data tables into a single document.

When to Use

  • •Preparing visual summaries for monthly or quarterly business review meetings.
  • •Consolidating raw sales data and performance charts into a shareable, static PDF format.
  • •Creating standardized, decision-ready reports that highlight key performance indicators and actionable conclusions.

How It Works

  • •Define your report title, period, and currency settings to set the document context.
  • •Input your KPI metrics, chart images (as base64 strings), and sales table data using the provided JSON fields.
  • •Customize the layout by selecting your preferred page size and orientation (portrait or landscape).
  • •Generate the PDF to receive a clean, professional report ready for presentation or distribution.

Use Cases

Generating monthly sales performance reports for executive leadership teams.
Creating standardized regional sales dashboards for quarterly business reviews.
Automating the distribution of weekly sales analytics to stakeholders in a professional PDF format.

Examples

1. Monthly Sales Review Report

Sales Manager
Background
The manager needs to present monthly performance to the board, including revenue growth, channel conversion rates, and key takeaways.
Problem
Manually compiling charts and tables into a document is time-consuming and prone to formatting errors.
How to Use
Input the monthly KPI metrics, paste the base64 chart strings, and provide the channel performance data in the JSON fields.
Example Config
{"reportTitle": "Monthly Sales Review", "periodLabel": "October 2023", "currency": "USD", "landscape": true}
Outcome
A professional, multi-page PDF containing KPI cards, visual charts, and a structured table of channel performance, ready for the board meeting.

Try with Samples

json, pdf, image
PDF Samples
Generated PDF samples from tools dated 2026-02-01 to 2026-02-10
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json
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D3.js Data Visualization Samples
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QR Code Samples
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FAQ

What formats are supported for chart images?

The tool supports base64-encoded image strings, allowing you to embed charts generated by your front-end applications directly into the PDF.

Can I customize the page layout?

Yes, you can choose between A4, Letter, or Legal page sizes and toggle between portrait and landscape orientations.

Is it possible to include a summary of findings?

Yes, the 'Conclusions JSON' field allows you to add a list of key findings that will be formatted clearly in the final PDF.

How do I handle large datasets in the sales table?

You can input your data as a JSON array in the 'Sales Table JSON' field, which the tool will automatically format into a structured table with totals.

What does the 'Wait Until' option do?

It controls the rendering process, ensuring the PDF engine waits for network activity to settle (e.g., 'networkidle0') before capturing the final document.

API Documentation

Request Endpoint

POST /en/api/tools/pdf-sales-dashboard-pdf

Request Parameters

Parameter Name Type Required Description
reportTitle text Yes -
periodLabel text No -
currency text No -
metricCards textarea No -
chartImages textarea No -
salesTableData textarea No -
conclusions textarea No -
pageSize select No -
landscape checkbox No -
waitUntil select No -
waitTime number No -

Response Format

{
  "filePath": "/public/processing/randomid.ext",
  "fileName": "output.ext",
  "contentType": "application/octet-stream",
  "size": 1024,
  "metadata": {
    "key": "value"
  },
  "error": "Error message (optional)",
  "message": "Notification message (optional)"
}
File: File

AI MCP Documentation

Add this tool to your MCP server configuration: 

{
  "mcpServers": {
    "elysiatools-pdf-sales-dashboard-pdf": {
      "name": "pdf-sales-dashboard-pdf",
      "description": "Create a visual sales dashboard PDF with charts, data tables, and conclusions",
      "baseUrl": "https://elysiatools.com/mcp/sse?toolId=pdf-sales-dashboard-pdf",
      "command": "",
      "args": [],
      "env": {},
      "isActive": true,
      "type": "sse"
    }
  }
}

You can chain multiple tools, e.g.: `https://elysiatools.com/mcp/sse?toolId=png-to-webp,jpg-to-webp,gif-to-webp`, max 20 tools.

If you encounter any issues, please contact us at [email protected]