This dashboard provides the Month-To-Date projections on sales and company sales needed for break-even.
Key Performance Indicators (KPI's)
MTD Delivered Sales: Net Sales month to date that have been delivered (job costed)
MTD Del Sales Gross Margin: Gross margin for the delivered net sales month to date.
MTD Total Written Sales: Total written sales for the month through the date displayed in the “active” filters.
The information on this chart only applies to the company level. Although you can apply filters to the other KPI’s on this dashboard, you cannot apply filters to this chart.
MTD Delivered Sales(Blue) Month to date delivered net sales.
Projected Total Delivered Sales for Month(Orange) Divides the month-to-date net sales by the number of days completed in a month and multiplies it by the number of days in a month.
Projected Required Sales for Break-even(Gray) Averages of the current month-to-date gross margin with the prior month gross margin and applies the expenses from the last twelve closed journal periods to project a break-even point.