The Profit Dollars trend KPI displays 3-year trend for your total profit dollars while allowing you to switch to the total sales dollars or total profit margin views, with filters for customers, salespeople, and locations.
- Open this Dashboard as described in Review inventory KPIs
The 3-year profit (represented by the bars) includes a secondary axis that shows the number of invoices (represented by the red line), which allows you to compare invoice quantity with profit volume, as one measure of the cost of producing those sales.
- To review details about gross margin or sales trends, or to filter the view by salesperson, customer, etc, click the View Detail button, at the bottom of the graph.
- By default, this dashboard displays profit dollars trend. To change to Gross Margin or Sales click the option button, and then click Search.
- To filter the chart by any of the following criteria, drop down the Filter list, and choose your criteria, and then click Search. Select/clear check boxes to update the chart
Filter criteria:- None (Default)
- Salesperson
- Territory
- Branch
- Division
- Customer
- Primary Vendor
- Order Writer