Executive Sales Summary - TY vs LY
The Executive Sales Summary - TY vs LY dashboard gives you a quick, high-level look at how your sales are performing compared to last year. It highlights revenue trends, margin changes, and where your sales are most concentrated — by customer, product, or sales representative. This helps leaders understand what’s driving results and where attention is needed.
Benefits of this dashboard
- See growth and decline quickly: Uses year‑over‑year variance analysis to reveal revenue acceleration or contraction.
- Monitor margin sustainability: Tracks changes in margin structure alongside revenue growth to support profitability governance.
- Understand sales‑team performance: Highlights top‑performing sales representatives to guide incentive management and resource allocation.
- Monitor customer and product dependency: Provides a consolidated view of commercial performance to support strategic sales planning and executive reporting.
- Support better executive decisions: Identifies revenue dependency on key customers and products to manage commercial risk and diversification strategy.
Key performance indicators
| KPI | Description |
|---|---|
| Net Sales Current Year | Total recognized sales revenue for the selected fiscal period in the current year. Higher values indicate stronger current-period performance; lower values signal revenue contraction or weaker demand. |
| Net Sales Last Year | Total recognized sales revenue for the same period in the prior year. This is the baseline for year-over-year growth analysis. |
| Net Sales Variance | The percentage change in net sales between the current year and the prior year. Higher positive values show accelerating revenue growth; negative values show declining sales performance. |
| Margin % Current Year | The current-year gross margin as a percentage of net sales. Higher margins show stronger pricing power and cost efficiency; lower margins reflect margin pressure from cost inflation or pricing erosion. |
| Margin Variance % | The year-over-year percentage change in gross margin. A positive variance shows improving profitability; a negative variance shows margin deterioration. |
| Quantity Variance % | The year-over-year percentage change in sales volume. Higher values show volume-driven growth; negative values show declining unit demand. |
Example dashboard
Filters
Use the filtering panel at the top of the dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
- Year
- Period
- Organization (Company)
- Site
- Branch
- Product Category