Executive Sales & Profit Summary
The Executive Sales & Profit Summary dashboard for Sage 300 traces revenue, cost structure, and profitability by month and by site. It includes revenue, cost of goods sold, gross profit, operating expense, EBIT, and net income.
How to use the executive sales and profit summary dashboard
- Read revenue, profitability, and operating costs together in the six KPIs at the top.
- Follow gross profit, EBIT, and net income to see how much of the revenue remains at each step.
- Check operating expense and cost of goods sold against revenue.
- Compare sales month by month between this year and last year to spot growth or slowdown.
Filters
Use the filtering panel at the top of the Executive Sales & Profit Summary dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
Year: one value
Period: value range
Company: multiple values
Segment 2: multiple values
Segment 3: multiple values
Key performance indicators (KPIs)
The key performance indicators (KPIs) at the top of the dashboard show six measures from revenue to net income, and update based on the filters you apply.
| KPI | What it measures |
|---|---|
| Revenue | Total sales value generated from business operations during the selected period. |
| Cost of Goods Sold | Direct costs attributable to goods sold, in relation to revenue. |
| Gross Profit | Revenue minus cost of goods sold, before operating expenses are deducted. |
| Operating Expense | Indirect costs required to run business operations, including administrative and overhead expenses. |
| EBIT | Earnings before interest and taxes, so operating profit without financing and tax costs. |
| Net Income | Profit or loss after all expenses, interest, and taxes for the selected period. |
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Sales by Site: TY vs LY | Horizontal Bullet | Compares this year's sales against last year by site, with the bar showing this year (TY) and the reference line showing last year (LY). |
| Monthly Sales Performance | Horizontal Bullet | Displays this year's sales against last year by month to show which months are ahead or behind. |
| Net Income, Sales, Margin Trends | Combination | Follows net income, sales month to date (MTD), net income margin %, and net income last year to date (LYTD) over the months of the year to show how profitability and sales evolve. |