The Three Year Sales Dashboard compares sales per month over a three year period. This information is updated daily.
- Open this Dashboard as described in Review Sales dashboard KPIs
- To review details and about each open order's customer and status and filter, click the View Detail button.
- To view by profit rather than sales, click the Profit option button, and then click Search.
- You may filter to view sales or profit for a customer, salesperson, vendor, or location. From the Filter list, choose one of the filters below, and then select/clear the check boxes to define the specifics. Click Search.
For example, use this filtered detail on Branch to view sales over time as you add branches to the organization. In the example above, this filtering shows sales declining slightly as new branches were added in the previous two years.
Available filters- Salesperson
- Territory
- Branch
- Division
- Customer
- Primary Vendor
- Order Writer