Sales Trends Dashboard

This dashboard provides the monthly Sales Trend performance over the selected date range.

Select the Delivered Sales or Written Sales radio button to change the data displayed.

Delivered Sales

RFMS orders that have been job costed with a delivered date.

Written Sales

Written Sales are Orders created in the RFMS system. A written sale is based on the order date. If a written sale has been delivered and job costed, it will still be considered part of the written sales for the selected order date.

Key Performance Indicators (KPI's)

Average Order Amount: Total net sales divided by the number of orders for the select date range.

Average Order Amount Prior: Total net sales divided by the number of orders for the prior date range (Year over Year or Trailing Months).

Average Order Amount Percentage of Change: The percentage of change in average order amount between the current and previous period of time for the selected date range.

BM Average Order Amount Percentage of Change: The percentage of change in average order amount benchmark between the current and previous period of time for the selected date range.

Total Number of Orders: Total number of orders for the selected date range.

Total Number of Orders Prior: The total number of orders for the prior date range (Year over Year or Trailing Months).

Total Number of Orders Percentage of Change: The percentage of change in total number of orders between the current and previous period of time for the selected date range.

BM Total Number of Orders Percentage of Change: The percentage of change benchmark in total number of orders between the current and previous period of time for the selected date range.

Charts

Sales Trends (YOY): Sales trend for each month is displayed by a blue column and brown indicator dot. Hovering over either visual will display the total net sales for the month indicated.

Orders Count Trend (YOY): Number of Orders trend for each month is displayed by a blue column and brown indicator dot. Hovering over either visual will display the total number of orders for the month indicated.

Gross Margin Trend (YOY): The gross margin trend for each month is displayed by a blue column and brown indicator line/dot. The gross margin trend benchmark is displayed by an orange indicator line/dot.  Hovering over the three visuals the respective months gross margin will display the gross margin for the current period (blue), prior period (brown) and the benchmark (orange).

Sales Change Percentage by Month: Average order amount change for each month is displayed by a blue column and benchmark average order amount change displayed by orange column. Hovering over either visual will display the average order amount change and benchmark for the month indicated.

Order Count Change Percentage by Month: Average number of orders change trend for each month is displayed by a blue column and benchmark average number of order change displayed by orange column. Hovering over either visual will display the average total number of orders change and benchmark for the month indicated.

Gross Margin Change Percentage by Month: The gross margin change by month is displayed by a blue column and the gross margin benchmark change is displayed by an orange column. Hovering over either visual for the respective months gross margin will display the gross margin for the current period (blue) and the benchmark (orange).

Note: 
These charts will only display a “Year over Year” comparison, not “Trailing Months”. 
For Job Type Mappings see the My Job Types chart under the Profile Collection.