Reporting

Sales Dashboard PDF Template

Generate sales reports with dynamic charts via API. Bar charts, pie charts, and data visualizations for business intelligence and sales analytics.

22 customizable variables

Start Using This Template View API Documentation

How It Works

1. Get Your API Key

2. Send JSON Payload

Make a POST request with your template variables as JSON.

3. Receive PDF URL

Get a direct URL to your generated PDF document.

Template Variables

Customize your PDF by providing values for these variables in your API request.

Variable Name	Type	Description	Default Value
{{report_title}}	text	Main title of the report	Sales Dashboard Report
{{period}}	text	Report period (e.g., Q1 2024)	Q1 2024
{{report_date}}	date	Date the report was generated	__TODAY__
{{sales_chart}}	chart	Bar chart showing monthly sales data	-
{{category_chart}}	chart	Pie chart showing sales breakdown by category	-
{{total_revenue}}	text	Total revenue this period	€2.4M
{{new_clients}}	text	Number of new clients	847
{{conversion_rate}}	text	Conversion rate percentage	24.5%
{{avg_deal_size}}	text	Average deal size	€2,834
{{revenue_change}}	text	Revenue change vs last period	+18.2%
{{clients_change}}	text	Client count change	+32%
{{conversion_change}}	text	Conversion rate change	+3.2pp
{{deal_change}}	text	Average deal size change	+8.5%
{{product_1_name}}	text	Top product name	Enterprise Plan
{{product_1_revenue}}	text	Top product revenue	€890K
{{product_1_growth}}	text	Top product growth	+24%
{{product_2_name}}	text	Second product name	Pro Plan
{{product_2_revenue}}	text	Second product revenue	€650K
{{product_2_growth}}	text	Second product growth	+18%
{{product_3_name}}	text	Third product name	Starter Plan
{{product_3_revenue}}	text	Third product revenue	€420K
{{product_3_growth}}	text	Third product growth	+12%

Code Examples

Copy and paste these examples to start generating PDFs with this template.

curl -X POST 'https://api.pdf-sign.com/functions/v1/generate-pdf-preview' \
  -H 'Content-Type: application/json' \
  -H 'x-api-key: pdfsign_YOUR_API_KEY' \
  -d '{
    "templateId": "97990ab0-33e9-4b3e-9d92-32e0b105c88d",
    "variables": {
      "report_title": "Sales Dashboard Report",
      "period": "Q1 2024",
      "report_date": "__TODAY__",
      "sales_chart": "your_sales_chart",
      "category_chart": "your_category_chart",
      "total_revenue": "€2.4M",
      "new_clients": "847",
      "conversion_rate": "24.5%",
      "avg_deal_size": "€2,834",
      "revenue_change": "+18.2%",
      "clients_change": "+32%",
      "conversion_change": "+3.2pp",
      "deal_change": "+8.5%",
      "product_1_name": "Enterprise Plan",
      "product_1_revenue": "€890K",
      "product_1_growth": "+24%",
      "product_2_name": "Pro Plan",
      "product_2_revenue": "€650K",
      "product_2_growth": "+18%",
      "product_3_name": "Starter Plan",
      "product_3_revenue": "€420K",
      "product_3_growth": "+12%"
    }
  }'

Example JSON Payload

Here's a complete example of the variables object you'll send in your API request.

{
  "templateId": "97990ab0-33e9-4b3e-9d92-32e0b105c88d",
  "variables": {
    "report_title": "Sales Dashboard Report",
    "period": "Q1 2024",
    "report_date": "__TODAY__",
    "sales_chart": "your_sales_chart",
    "category_chart": "your_category_chart",
    "total_revenue": "€2.4M",
    "new_clients": "847",
    "conversion_rate": "24.5%",
    "avg_deal_size": "€2,834",
    "revenue_change": "+18.2%",
    "clients_change": "+32%",
    "conversion_change": "+3.2pp",
    "deal_change": "+8.5%",
    "product_1_name": "Enterprise Plan",
    "product_1_revenue": "€890K",
    "product_1_growth": "+24%",
    "product_2_name": "Pro Plan",
    "product_2_revenue": "€650K",
    "product_2_growth": "+18%",
    "product_3_name": "Starter Plan",
    "product_3_revenue": "€420K",
    "product_3_growth": "+12%"
  }
}

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Ready to Generate Sales Dashboards?

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