Sales Invoices (TY vs LY)
The Sales Invoices (TY vs LY) data model compares invoice-level sales activity between this year (TY) and last year (LY) to highlight changes in performance over time. It includes measures such as quantity, net sales, margin, and margin %, each available for both periods so you can see year-over-year differences side by side. Use this data model for year-over-year sales reporting, monitoring growth or decline at the invoice level, and analyzing changes in volume, revenue, and profitability.
Benefits of this data model
- Compare current vs. prior-year performance using TY and LY values for every measure to spot growth, decline, or activity shifts.
- Analyze margin trends year over year using both margin and margin % to see where profitability is improving or under pressure.
- Review invoice-level detail to trace where changes are coming from for customer or transaction follow-up.
- Track volume and revenue together by comparing quantity and net sales across periods to separate pricing, demand, and mix effects.
Available views
| View | Type | Description |
|---|---|---|
| Main Values per Month TY v LY | Worksheet | Side-by-side comparison of quantity, net sales, margin, and margin % for this year and last year, grouped by invoice. Useful for month-over-month and year-over-year analysis at the invoice level. |