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Executive Sales Summary - TY vs LY

The Executive Sales Summary - TY vs LY dashboard provides a high-level view of sales performance, year-over-year growth, and commercial concentration across customers, products, and sales representatives. It helps executive leaders assess revenue momentum, margin performance, volume impact, and reliance on top contributors to support strategic sales and market decisions.

Benefits of this dashboard​

  • Enhance executive performance visibility: Provides a consolidated view of commercial performance to support strategic sales planning and executive reporting.
  • Reveal year‑over‑year variance insights: Allows rapid identification of revenue acceleration or contraction through direct comparisons between this year and last year.
  • Monitor margin sustainability: Tracks changes in margin structure alongside revenue to support profitability governance.
  • Evaluate sales‑force effectiveness: Highlights top‑performing sales representatives to support incentive management and resource allocation.
  • Increase concentration awareness: Identifies reliance on key customers and products to support diversification and risk‑management efforts.

Key performance indicators (KPIs)​

KPIDescription
Net Sales Current YearTotal recognized sales revenue for the selected fiscal period in the current year. Higher values indicate stronger commercial performance, while lower values indicate revenue contraction or weaker demand.
Net Sales Last YearTotal recognized sales revenue for the equivalent period in the prior year. Serves as the baseline for year-over-year growth analysis.
Net Sales VariancePercentage change in net sales between the current year and the prior year. Positive values indicate growth, while negative values indicate declining sales performance.
Margin % Current YearCurrent-year gross margin as a percentage of net sales. Higher margins indicate stronger pricing power and cost efficiency, while lower margins indicate margin pressure from cost inflation or pricing erosion.
Margin Variance %Year-over-year percentage change in gross margin. Positive values indicate improving profitability structure, while negative values indicate margin deterioration.
Quantity Variance %Year-over-year percentage change in sales volume. Higher values indicate volume-driven growth, while negative values indicate declining unit demand.

Filters​

You can filter the dashboard with these panels:

  • Year
  • Period
  • Company
  • Location
  • Product Category