Analyse Sales & Margins

The Analyse Sales YOY Workbook allows you to overview  your Sales Performance for the trailing 12 months and 3 months. 

The workbook analyses Sales Volumes and Margins across the following 4 tabs.

Headline Sales - Dashboard

The Headline Sales tab is a Dashboard which allows multiple elements (Widgets) to be combined on the one page.  

  • KPI - Highlights key values -  Total Sales, Gross Profit  Margin %The report utilises colour coded trend indicators and values present on a bar charted background to highlight their contribution. The Workbook can be customised with your logo.

YOY01.png

COGS and Margins are calculated from the Sales Invoice Cost Of Goods. If your business does not use Items Sales then the COGS will be zero. 

3M Dashboard Tab

This presents the Trailing 3 Months in chart and tabular format. The report utilises colour coded trend indicators and values present on a bar charted background to highlight their contribution.

YOY02.png

Last 3 mths Compare Tab

Esentially a large format version of last 3 months sales. Defaults to Top 10 Customer by Sales volume.

YOY03.png

YOY Comparisons

Esentially a large format version of Last 12 months sales.

YOY04.png

Pre-requisites.

This workbook include Cost of Goods and Margins and requires cost in the Sales Invoices. Typically those will require the use of Inventory to provide average cost. 

 

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