Executive Sales Summary - TY vs LY
The Executive Sales Summary (TY vs LY) dashboard compares net sales, margins, and quantity between this year and last year. It shows current year performance alongside last year's figures with variance percentages for each metric. Use this dashboard to track year over year sales trends, identify where performance is improving or declining, and see which sales reps, customers, and products are contributing the most.
The entire dashboard is built around year over year comparison. The KPIs and the performance chart focus on the overall picture: how much was sold, at what margin, and how that compares to last year period by period. The bottom row shifts to concentration, breaking down current year net sales across the three dimensions that matter most: who sold it, who bought it, and what was sold.
How to use this dashboard
- Compare net sales year over year to see if revenue is growing or declining overall.
- Monitor margin and quantity variance to understand whether changes in sales come from pricing, volume, or both.
- Review sales performance by period to identify which months are ahead or behind last year.
- Identify top contributors across sales reps, customers, and products by current year net sales.
Key performance indicators (KPIs)
Key performance indicators (KPIs) are displayed at the top of the dashboard. They give you an at a glance summary of the current cost situation and update based on the filters you apply.
| KPI | What it measures |
|---|---|
| Net Sales Current Year | Total net sales for the current year. |
| Net Sales Last Year | Total net sales for the same period last year, used as the comparison baseline. |
| Net Sales Variance | Difference between this year and last year net sales, showing the absolute change in revenue. |
| Margin % Current Year | Current year gross margin as a percentage of net sales. |
| Margin Variance % | Year over year change in margin %, indicating whether profitability is improving or declining. |
| Quantity Variance % | Year over year change in quantity sold, showing whether volume is increasing or decreasing. |
Visual components
| View | Type | What it shows |
|---|---|---|
| Sales Performance Over Time | Combination | Plots net sales TY and LY by period with net sales variance % overlaid, showing both absolute performance and the rate of year over year change. |
| Top 5 Sales Reps Net Sales | Horizontal Bullet | Ranks the top 5 sales reps by current year net sales, with last year as a reference line to show individual year over year change. |
| Top 5 Customer Net Sales | Horizontal Bullet | Ranks the top 5 customers by current year net sales, with last year as a reference line to show account level year over year change. |
| Top 5 Products Net Sales | Horizontal Bullet | Ranks the top 5 products by current year net sales, with last year as a reference line to show product level year over year change. |
Filters
Use the filtering panel at the top of the dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
- Year
- Period
- Company
- Salesperson
- Customer