ERP Sales Report PDF Design

The project consisted of designing a visual proposal for a PDF report generated from an ERP system. The client needed to consolidate commercial indicators into a professional, clear and easy-to-read document, enabling them to evaluate the performance of sales advisors, products, customers and commercial zones during a given period.

• FormatMulti-page PDF
• GoalVisualize sales performance
• UsersSales & admin teams
• OutcomeProposal approved by client

The ERP system needed to generate a PDF sales report with enough information to evaluate the commercial performance of an advisor over a specific period. The challenge was to present operational and financial data in a clear, visual and professional way, without making the report feel like a plain table dump.

• Professional header.
• Advisor name and code.
• Reporting period.
• Target, amount sold and remaining amount.
• Products and SKUs sold.
• Best-selling product.
• Active, billed and new customers.
• Sales by zone and city.
• Previous month sales.
• Returns in quantity and amount.
• Inactive customers.
• Overdue accounts receivable.

The main challenge was organizing a large amount of commercial data into a PDF that was visually compelling, easy to scan and useful for decision-making. The report had to combine summary metrics, detailed tables, comparisons, progress indicators and actionable data without losing clarity.

• Question 01

  How to turn a data-heavy operational report into a clear, professional and easy-to-interpret experience?

• Question 02

  How to separate executive reading from operational reading within the same PDF?

• Question 03

  How to communicate progress against sales targets in a simple and actionable way?

1. Step 01

   Brief

   Gathered the client's requirement and the indicators the report needed to evaluate commercial performance.

2. Step 02

   Brand assets

   Requested colors, typography and brand elements to keep coherence with the client's identity.

3. Step 03

   References

   Analyzed reports, dashboards and progress communications to draw inspiration from simple ways of showing performance.

4. Step 04

   Structure

   Organized content in three levels of reading: executive summary, commercial detail and risk follow-up.

5. Step 05

   Proposal

   Designed the multi-page report with visual hierarchy, summary indicators and actionable tables.

The proposal organized the report into three pages: an executive summary with key indicators, a section detailing sales by zone, and a final section for inactive customers and overdue accounts receivable. This structure separated strategic reading from operational reading.

• Executive summary
• Key indicators
• Target progress
• Featured product
• Customers and billing
• Detail by zones
• Inactive customers
• Accounts receivable

• Separate summary indicators from operational data to improve readability.
• Use cards to highlight key metrics.
• Include progress bars to represent advances against targets.
• Use color as semantic support to differentiate wins, alerts and categories.
• Group tables by information type to reduce cognitive load.
• Design the report for both digital reading and print.
• Keep a clear visual hierarchy to ease quick scanning.
• Keep tables simple to avoid friction with extensive data.

• Figma
• Information Design
• Data Visualization
• Brand Assets

• Multi-page PDFFormat
• 3Designed pages
• Data visualizationFocus
• ApprovedStatus

This project reinforced the importance of designing business reports as reading experiences, not as plain data outputs. A good PDF generated from an ERP should let the user quickly identify what happened, what needs attention and where to dig deeper.

• Reports need hierarchy, not just information.
• Main metrics should be visible at first read.
• Tables remain useful when well organized.
• Color must support comprehension, not decorate.
• An ERP PDF can also convey brand professionalism.
• Designing for print and digital reading requires different decisions than a web screen.