The Sales Variance Analysis Pivot View allows you to compare performance from this year with the previous year. For example, choose to measure YTD Profit %, then break the profits down by Salesman, Customer, Product Line, and Product.
When you create a new pivot report (or modify one using the Sales Variance Analysis Dataset, the following data is available .
Tip: LYTD fields are from January to the current date. Keep in mind the data is refreshed nightly so in most cases the report shows the LYTD up to yesterday (of the previous year).
- Go to Analytics > Pivot Views > Pivot Table Editor
. - Click New, and then from the Dataset list, choose Sales Variance Analysis.
Measures
| Data field | Description |
|---|---|
| Cost Variance | Cost Variance Dollar Amount - the difference in cost dollars between this calendar Year-to-Date and Last-Year-to-Date. |
| Fiscal Cost Variance | Cost Variance Dollar Amount - the difference in cost dollars between this fiscal Year-to-Date and Last-Year-to-Date. |
| Fiscal LYTD Cost | Last Year to Date Sales Dollars from the start of the previous fiscal year to the present date last year. |
| Fiscal LYTD Profit | Year to Date Profit Dollars from the start of the current fiscal year to the present date. |
| Fiscal LYTD Profit % | Last Year to Date Profit Dollars from the start of the previous fiscal year to the present date last year. |
| Fiscal LYTD Sales | Last Year to Date Sales Dollars from the start of the previous fiscal year to the present date last year. |
| Fiscal LYTD Units | Last Year to Date Units Shipped from the start of the previous fiscal year to the present date last year. |
| Fiscal Profit Variance | Profit Variance Dollar Amount - the difference in profit dollars between this fiscal Year-to-Date and Last-Year-to-Date. |
| Fiscal Sales Variance | Sales Variance Dollar Amount - the difference in dollars between this fiscal Year-to-Date and Last-Year-to-Date. |
| Fiscal Units Variance | The difference in units sold between this fiscal Year-to-Date and Last-Year-to-Date. |
| Fiscal YTD Cost | Year to Date Cost of Sales from the start of the current fiscal year to the present date. |
| Fiscal YTD Profit | Year to Date Profit Dollars from the start of the current fiscal year to the present date. |
| Fiscal YTD Profit % | Percent profit made from the start of the current fiscal year to the present date. |
| Fiscal YTD Sales | Year to Date Sales Dollars from the start of the current fiscal year to the present date. |
| Fiscal YTD Units | Year to Date Units Shipped from the start of the current fiscal year to the present date. |
| FYTD Sales Var % | Fiscal Year to Date Sales Variance Percent - the difference in percent between this fiscal year and last fiscal year. |
| LYTD Cost | Last Year to Date Cost of Sales - total Cost of Sales from the start of last calendar year to the current date last year. |
| LYTD Profit | Last Year to Date Gross Profit Dollars - the total Profit dollar value from the start of last calendar year to the current date last year. |
| LYTD Profit % | Percent profit made from the start of last calendar year to the current date last year. |
| LYTD Sales | Last Year to Date Sales - the total Sales dollar value from the start of last calendar year to the current date last year. |
| LYTD Units | Last Year to Date Units Shipped - total units shipped from the start of the last calendar year to the current date last year. |
| Profit Variance | Profit Variance Dollar Amount - the difference in profit dollars between this calendar Year-to-Date and Last-Year-to-Date. |
| Sales Variance | Sales Variance Dollar Amount - the difference in dollars between this calendar Year-to-Date and Last-Year-to-Date. |
| Units Variance | The difference in units sold between this calendar Year-to-Date and Last-Year-to-Date. |
| YTD Cost | Calendar Year to Date Cost of Sales. |
| YTD Profit | Calendar Year to Date Gross Profit Dollars. |
| YTD Profit % | Percent profit made for the calendar year to date. |
| YTD Sales | Calendar Year to Date Sales Dollars. |
| YTD Sales Variance | Year to Date Sales Variance - the difference in dollars between this calendar Year-to-Date and Last-Year-to-Date. |
| YTD Units | Year to Date Units Shipped - total units shipped from the start of the current calendar year. |
Invoice Variance| Data field | Description |
|---|---|
| Invoice Salesperson Code | The initials of the salesperson tied to the invoice. |
Customer| Data field | Description |
|---|---|
| Customer Code | The Customer Number. |
| Customer Code + Description | The reference code for the Customer plus the Customer description. |
| Customer | The Customer Name. |
| Customer Status Code + Description | The code and description of the Customer Status, such as Active or C.O.D. |
Customer Rank | The customer's rank. |
| City | The City for the main customer address. |
| State | The State of the main customer add |
| Postal Code | The Zip Code of the main customer address. |
| Customer Salesperson Code | The reference code for the salesperson assigned to the customer. |
| Territory Code | The reference code for the Territory. |
| Customer Type | The reference code for the Customer Type |
| Customer Category Code | The reference code for the Customer Category. |
Ship To| Data field | Description |
|---|---|
| Ship To Code | The reference code for the Ship To location on the invoice. |
| Ship To Code + Description | The reference code for the Ship To plus the Ship To description. |
| Customer Code | The reference code for the customer on the invoice |
| Ship To | The name of the Ship To address on the invoice |
| City | The city of the Ship To location for the invoice. |
| State | The state of the Ship To location for the invoice. |
| Postal Code | The postal code of the Ship To location for the invoice. |
Ship Via| Data field | Description |
|---|---|
| Ship Via Code | The reference code of the Ship Via method on the invoice |
| Ship Via Code + Description | The reference code of the Ship Via plus the Ship Via description. |
| Ship Via | The name of the Ship Via method on the invoice. |
Branch| Data field | Description |
|---|---|
| Branch Code | The reference number for the Branch on the invoice. |
| Branch Code + Description | The reference code for the Branch plus the Branch description. |
| Branch | The name for the Branch on the invoice. |
| Division Code | The reference code for the division on the invoice. |
Product| Data field | Description | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Product Code | The Product Number | ||||||||||||||
| Product Code + Description | The reference code for the Product plus the Product description | ||||||||||||||
| Product Line Code | The reference code for the Product Line assigned to the product on the invoice | ||||||||||||||
| Price Group Code | The reference code for the Price Group assigned to the product on the invoice. | ||||||||||||||
| Buy Line Code | The reference code for the Buy Line assigned to the product on the invoice. | ||||||||||||||
| Vendor Code | The reference number for the primary vendor assigned to the product on the invoice | ||||||||||||||
| Web Category Code | The reference code for the Web Category assigned to the product on the invoice | ||||||||||||||
| Product Status | The reference code for the status of the product on the invoice.
| ||||||||||||||
| Product | The product description. | ||||||||||||||
| Product Rank | The overall rank of the product.
|
Warehouse| Data field | Description | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Warehouse Code - - . - . - | The reference number of the warehouse on the invoice. | ||||||||||
| Warehouse Code + Description | The reference code for the Warehouse plus the Warehouse description | ||||||||||
| Warehouse | The name of the warehouse on the invoice | ||||||||||
| Warehouse Type | The type of warehouse, using the codes below.
|
User| Data field | Description |
|---|---|
| Order Writer Code | The system initials of the user who entered the order. |
| User Code + Description | The reference code of the User plus the User description. |
| Order Writer | The name of the User who entered the order. |
Customer Category| Data field | Description |
|---|---|
| Customer Category Code | The reference code for the Customer Category of the customer on the invoice |
| Customer Category Code + Description | The reference code for the Customer Category plus the Customer Category Description |
| Customer Category | The description of the Customer Category for the customer on the invoice. |
Territory| Data field | Description |
|---|---|
| Territory Code | The reference code of the Territory assigned to the customer on the invoice |
| Territory Code + Description | The reference code of the Territory plus the Territory description. |
| Territory | The name of the Territory assigned to the customer on the invoice. |
Salesperson| Data field | Description |
|---|---|
| Customer Salesperson Code | The reference code of the salesperson assigned to the customer account. This code may differ from the salesperson listed on the invoice. |
| Customer Salesperson Code + Description | The reference code of the salesperson plus the salesperson description. |
| Customer Salesperson | The name of the salesperson assigned to the customer account. This person may differ from the salesperson listed on the invoice. |
Price Group| Data field | Description |
|---|---|
| Price Group Code | The reference code of the Price Group assigned to the product on the invoice. |
| Price Group Code + Description | The reference code of the Price Group plus the Price Group description. |
| Price Group | The name of the Price Group assigned to the product on the invoice. |
Product Line| Data field | Description |
|---|---|
| Product Line Code | The reference code of the Product Line assigned to the product on the invoice. |
| Product Line Code + Description | The reference code of the Product Line plus the Product Line description. |
| Product Line | The name of the Product Line assigned to the product on the invoice. |
| Major Group Code | The reference code for the Major Group assigned to the product on the invoice. |
| Product Line Buyers | The system initials of the buyers assigned to the Product Line that is assigned to the product on the invoice. |
Vendor| Data field | Description |
|---|---|
| Vendor Code | The Vendor Number |
| Vendor Code + Description | The reference code for the Vendor plus the Vendor description. |
| Vendor | The Vendor Name |
| City | The city of the vendor's main address |
| State | The state of the vendor's main address |
| Postal Code | The Zip Code of the vendor's main address |
| Vendor Category Code | The reference code of the Vendor Category assigned to the vendor |
| Vendor Buyers | The system initials of the buyers assigned to the vendor that is assigned to the product on the invoice. |
Vendor Category| Data field | Description |
|---|---|
| Vendor Category Code | The reference code of the Vendor Category assigned to the vendor |
| Vendor Category Code + Description | The reference code for the Vendor Category plus the Vendor Category description. |
| Vendor Category | The name of the Vendor Category assigned to the vendor. |
Web Category| Data field | Description |
|---|---|
| Web Category Code | The reference code for the Web Category that the product is assigned to |
| Web Category Code + Description | The reference code for the Web Category plus the Web Category description |
| Web Category Description | The description of the Web Category that the product is assigned to |
| Web Category Parent Code | The reference code for the highest level Web Category that the product is assigned to |
Buy Line| Data field | Description |
|---|---|
| Buy Line Code | The reference code of the Buy Line of the product on the invoice. |
| Buy Line Code + Description | The reference code of the Buy Line plus the Buy Line description. |
| Buy Line | The name of the Buy Line of the product on the invoice. |
Divisions| Data field | Description |
|---|---|
| Division Code | The reference number for the Division on the invoice |
| Division Code + Description | The reference code for the Division plus the Division description |
| Division | The name for the Division on the invoice. |