Review the sales variance between this year and last (YTD Variance Dashboard)

The YTD Sales Variance Dashboard displays the difference in sales dollars between this calendar Year-to-Date and Last-Year-to-Date. This information is updated daily.

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

   

2. To review year over year sales details by Customer, click the View Detail button.

   

3. To view customer details. click the Customer number.
4. To learn about the how these sales numbers per customer are calculated, seeReview total annual sales by month (12M Sales Grid Dashboard) and Review the annual profits by month (12M Profit Grid Dashboard).
5. You may filter to view sales for a 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.
   Available filters

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

See also

• Review total annual sales by month (12M Sales Grid Dashboard)
• Review the annual profits by month (12M Profit Grid Dashboard)
• Print a Dashboard KPI
• Export data from a dashboard KPI