Skip to main content

Executive Sales Summary - TY vs LY

The Executive Sales Summary Dashboard provides a high-level view of sales performance, growth dynamics, and commercial concentration across customers, products, and sales representatives. It enables executive leadership to evaluate revenue momentum, margin performance, volume impact, and top contributor dependency for strategic sales and market decisions.

Key Performance Indicators (KPIs)​

  • Net Sales Current Year: Represents total recognized sales revenue for the selected fiscal period in the current year. Higher values indicate stronger current-period commercial performance, while lower values signal revenue contraction or demand weakness.
  • Net Sales Last Year: Represents total recognized sales revenue for the equivalent period in the prior year. It serves as the baseline for year-over-year growth analysis.
  • Net Sales Variance %: Measures the percentage change in net sales between the current year and the prior year. Higher positive values indicate revenue growth acceleration, while negative values indicate declining sales performance.
  • Margin % Current Year: Represents the current year gross margin as a percentage of net sales. Higher margins indicate stronger pricing power and cost efficiency, while lower margins reflect margin pressure from cost inflation or pricing erosion.
  • Margin Variance %: Measures the year-over-year percentage change in gross margin. Positive variance indicates improving profitability structure, while negative variance signals margin deterioration.
  • Quantity Variance %: Measures the year-over-year percentage change in sales volume. Higher values indicate volume-driven growth, while negative values signal declining unit demand.

Benefits of this Dashboard​

  • Executive Revenue Performance Oversight: Provides a consolidated view of commercial performance to support strategic sales planning and executive reporting.
  • Growth and Decline Identification: Enables rapid identification of revenue acceleration or contraction through direct year-over-year variance analysis.
  • Margin Sustainability Monitoring: Supports profitability governance by tracking changes in margin structure alongside revenue growth.
  • Sales Force Effectiveness Evaluation: Highlights top-performing sales representatives to guide incentive management and sales resource allocation.
  • Customer and Product Concentration Analysis: Identifies revenue dependency on key customers and products to manage commercial risk and diversification strategy.

Filtering​

You can filter the dashboards using these filtering panels:

  • Year
  • Period
  • Company
  • Location
  • Product Line