Sales Invoices (TY vs LY)
The Sales Invoices (TY vs LY) data model for Sage 300 contains measures for the calendar period and day of transactions, shown in a bubble chart, and latitude and longitude coordinates for zip codes. It also contains net sales and profit margin for the current and previous years, with their variances and percentages. The views cover sales values by month, year over year growth, sales performance by sales representative, top customers by net sales, and products by sales and growth trends.
How to use the sales invoices (TY vs LY) data model
- Map regional sales performance with the latitude and longitude coordinates for zip codes.
- Compare net sales and profit margin for the current and previous years, with their variances and percentages, to assess historical performance trends.
- Identify top customers by net sales.
- Follow product sales and growth trends to find top selling products and products with growing or declining sales, and to manage inventory and plan product strategy.
Available views
| View name | Type of view | What it shows |
|---|---|---|
| Main Values per Month TY v LY | Worksheet | Compares total sales values for the current year versus the previous year by month. |
| YoY Growth | Combination | Displays the year over year growth percentage in sales revenue. |
| Sales Representative | Bar | Shows the sales performance of each sales representative. |
| Top 5 Customers Net Sales | Bar | Identifies the top 5 customers with the highest net sales. |
| Bottom 5 Customers Margin % | Bar | Highlights the bottom 5 customers with the lowest margin percentages. |
| Top 5 Products Net Sales | Bar | Lists the top 5 best selling products based on net sales. |
| Top 5 Growing Products | Bar | Shows the top 5 products with the highest sales growth. |
| Top 5 Declining Products | Bar | Displays the top 5 products experiencing sales decline. |
| Product Margin Erosion Monitor | Bubble | Monitors products facing margin erosion over time and alerts on them. |
| Customer Margin Erosion Monitor | Bubble | Monitors customers causing margin erosion over time and alerts on them. |
| Temporal Sales Density Map | Bubble | Visualizes the geographic distribution of sales by time period. |
| Anomaly Detection in Daily Sales | Combination | Identifies abnormal patterns or outliers in daily sales data. |