The Analyse Sales YOY Workbook allows you to overview your Sales Performace for the trailing 12 months and 3 months.
The workbook analyses Sales Volumes and Margins across the following 4 tabs.
Headline Sales Tab
The Headline Sales tab presents KPI of Total Sales , COGS, Gross Profit with a breakdown by State. The report utilises colour coded trend indicators and values present on a bar charted background to highlight their contribution. The Workbook can be customer with your logo.
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 presenst 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.
Last 3 mths Compare Tab
Esentially a large format version of last 3 months sales. Defaults to Top 10 Customer by Sales volume.
YOY Comparisons
Esentially a large format version of last Last 12 months sales .
Pre-requisites.
This workbook include Cost of Goods and Margins and requires cost in the Sales Invoices. Typically thos will require the use of Inventory to provide average cost.
