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.
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.
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 12 months sales.
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.
