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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). It includes measures like quantity, net sales, margin, and margin %, each available for both periods so you can see year over year differences side by side. Use it for year over year sales reporting, tracking growth or decline at the invoice level, and analyzing changes in volume, revenue, and profitability.

How to use this data model​

  • Compare current and prior year performance using TY and LY values for every measure to spot growth, decline, or shifts in activity.
  • Analyze margin trends year over year using both margin and margin % to see where profitability is improving or dropping.
  • 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​

ViewTypeWhat it shows
Main Values per Month TY v LYWorksheetCompares quantity, net sales, margin, and margin % between this year and last year, grouped by invoice and month. Makes it easy to spot year over year changes at the invoice level.