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Review the average number of line items per invoice by month (12M Lines/Invoice Grid Dashboard)

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Review the average number of line items per invoice by month (12M Lines/Invoice Grid Dashboard)

A line represents one line item on an order. The 12M Lines/Invoice Grid displays the average number of lines per invoice for each month over the last year and the prior year. The last year variance is based on a third year, which is not shown. These values represent counts not dollars, which therefore represents the amount of work that was done. This information is updated daily.

  1. Open this Dashboard as described in Review Sales dashboard KPIs

  2. Review average lines per invoice. In this example, assume you are viewing the dashboard on March 15, 2019.
    • TY Lines/Inv: This Year's Number of Lines per Invoice . The average number of lines per invoice per month and the total between yesterday and that same day last year (March 14 2018-March 14-2019).
    • TY Lines/Inv Var: This Year's Number of Lines per Invoice Variance. The difference between TY Number of Lines per Invoice and LY Number of Lines per Invoice . In the chart above for December:
      [(5.18)-(5.1)] = .08
      This means that on average, each order contained .08 more line items in December this year than last year, which shows invoice lines have been about level for that month.
    • TY Lines/Inv Var %: This Year's Number of Lines per Invoice Variance Percent, calculated as
      [(TY Lines Per Invoice Var)\(LY Lines Per Invoice)]\100
      or for December (.08\5.10)100=1.5%
    • LY Lines/Inv: Last Year Number of Lines per Invoice . The average number of Lines per Invoice a year ago yesterday: in this example, the average number of lines per invoice issued between March 14, 2017 and March 14, 2018.
    • LY Lines/Inv Var: Last Year's Number of Lines per Invoice Variance. The difference between LY average Number of Lines per Invoice and the prior year's average (3rdY Lines per Invoice not shown). In the chart above for December:
      [(5.10 - (ThirdYearLinesPerInvoice)]=.17
      From the equation, you can calculate the Third Year average Lines per invoice (December 2016) as 4.93
    • LY Lines/Inv Var %: Last Year's Number of Lines per Invoice Variance Percent, calculated as
      [(LYLinesPerInvoiceVar)/(ThirdYearLinesPerInvoice)]/100
      or for December (.17/4.93)100=3.4%

  3. To filter the Lines Per Invoice by salesperson, vendor, or location, click View Detail.

    From the Filter list, choose one of the filters below, and then select/clear the check boxes to define the specifics. Click Search.

    • Salesperson
    • Territory
    • Branch
    • Division
    • Customer
    • Primary Vendor
    • Order Writer

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