Executive Sales & Profit Summary
The Executive Sales & Profit Summary dashboard for Sage Intacct reports revenue, costs, profitability, and net income, with a focus on year over year comparison. It helps you compare sales, costs, and earnings against last year across time and organizational dimensions.
How to use the executive sales and profit summary dashboard
- Track the full profit path from revenue through COGS, gross profit, operating expenses, EBIT, and net income.
- Compare this year vs. last year by segment to see which areas are growing or declining.
- Review monthly performance to identify which months are ahead or behind last year.
- Monitor margin trends using the combination chart to see how net income margin % moves alongside sales and income.
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.
Fiscal Year: one value
Fiscal Period: value range
Company: multiple values
Book: multiple values
Parent Location: multiple values
Key performance indicators (KPIs)
The key performance indicators (KPIs) are displayed at the top of the dashboard. They show revenue through net income, each with percentage change from last year, and update based on the filters you apply.
| KPI | What it measures |
|---|---|
| Revenue | Total sales revenue for the selected period, with percentage change vs. last year showing growth or decline. |
| Cost of Goods Sold | Total direct costs tied to what was sold, shown alongside revenue to highlight margin changes. |
| Gross Profit | Revenue minus cost of goods sold, showing how much margin remains before operating expenses. |
| Operating Expense | Total operating costs excluding COGS, covering areas like salaries, rent, and administrative expenses. |
| EBIT | Earnings before interest and taxes, reflecting operating profitability independent of financing and tax structure. |
| Net Income | Final profit after all expenses, interest, and taxes, representing the bottom line for the period. |
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Sales by Segment: TY vs LY | Horizontal Bullet | Compares this year's sales against last year by segment, with the bar showing TY and the reference line showing LY. |
| Monthly Sales Performance (TY vs LY) | Horizontal Bullet | Compares this year's sales against last year by month, showing which months are ahead or behind. |
| Net Income, Sales, and Margin Trends | Combination | Plots net income, sales MTD, net income margin %, and net income LYTD together over time to show how profitability and sales evolve month by month. |