The Gross Margin trend KPI displays 3-year trend for your total gross margin, allowing you to switch to trending sales or profit dollars, with filters for customers, salespeople, and locations.
- Open this Dashboard as described in Review sales KPIs
The 3-year gross margin trend (represented by the bars) includes a secondary axis that shows the number of invoices (represented by the red line), which allows you to compare invoice quantity with gross margin volume, as one measure of the cost of producing those sales.
- To review details about gross margin or profit trends, or to filter the view by salesperson, customer, etc, click the View Detail button, at the bottom of the graph.
- By default, this dashboard displays gross margin trend. To change to Sales or Profit, click the option button, and then click Search.
- To filter the chart by any of the following criteria, drop down the Filter list, and choose your criteria, and then click Search. Select/clear check boxes to update the chart.
- None (Default)
- Primary Vendor
- Order Writer