Executive Sales Summary - TY vs LY
The Executive Sales Summary - TY vs LY dashboard for Sage 300 reports sales performance and year over year growth across customers, products, and sales representatives. It compares revenue between this year and last year, follows margin and volume changes, and shows how much sales depend on top customers, products, and sales representatives.
How to use the executive sales summary dashboard
- See sales and margin performance together in one view of the selected period.
- Reveal year over year variance patterns by comparing this year with last year to see where revenue rises or falls.
- Monitor margin changes alongside revenue.
- Identify top performing sales representatives by net sales.
- Check how much sales depend on key customers and products by looking at how much net sales come from the top 5 of each.
Filters
Use the filtering panel at the top of the Executive Sales Summary - TY vs LY 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: one value
Company: multiple values
Location: multiple values
Product Category: multiple values
Key performance indicators (KPIs)
The key performance indicators (KPIs) at the top of the dashboard show six net sales, margin, and quantity measures for the selected period, and update based on the filters you apply.
| KPI | What it measures |
|---|---|
| Net Sales Current Year | Total recognized sales revenue for the selected fiscal period in the current year, higher when more revenue is recorded. |
| Net Sales Last Year | Total recognized sales revenue for the equivalent period in the prior year, used as the baseline for year over year comparisons. |
| Net Sales Variance | Percentage change in net sales between the current year and the prior year, positive when sales grew. |
| Margin % Current Year | Gross margin divided by net sales, shown as a percentage for the current year. A higher margin means more of each sale is retained after costs. |
| Margin Variance % | Percentage change in gross margin compared with last year, positive when gross margin increased. |
| Quantity Variance % | Percentage change in sales volume compared with last year, higher when more units were sold. |
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Sales Performance Over Time | Combination | Compares net sales this year (TY) and last year (LY) by period, with the net sales variance % as a line. |
| Top 5 Reps Net Sales | Horizontal Bullet | Ranks the top 5 sales reps by net sales, with a red reference line on each bar. |
| Top 5 Customers Net Sales | Horizontal Bullet | Lists the top 5 customers by net sales, with a red reference line on each bar. |
| Top 5 Products Net Sales | Horizontal Bullet | Sorts the top 5 products by net sales, with a red reference line on each bar. |