Analyzing Trends in the Class Revenue Dashboard

The Class Revenue Dashboard shows revenue trends and year-over-year (YoY) variances by Class for the selected Account type. Use this dashboard to look at revenue trends and YoY variances by Class for the selected Account.

This section includes general instructions for using these interactive subforms in the Class Revenue Dashboard:

• Class Rev Trend – Shows total sales by Class for the selected Account type. You can see values as an amount or a percentage of total Revenue.

• Class Rev: YoY Variance – Shows the percentage variances for the selected Account type for the Current Period, Year-to-Date, Current Financial Year Total and Next Financial Year Total. The subform lets you drill down to individual Class variance details.

To analyze Revenue trends by Class for the selected Account:

Note:

Maximize or refresh each trend graph by clicking the Maximize icon and Refresh icon in each subform .

1. From the Home page, click the Revenue and Gross Margin card.

2. To open Total Revenue, click the 3 tab on the left.

3. Click Class Rev Dashboard,

4. In the Point of View (POV), choose a Version, Subsidiary, Currency, and Account.

5. In the Class Rev Trend subform, to review total sales trends:

   1. From the dropdown list, choose one of the following options:

      • To see the graph by value, select Amount.

      • To see the graph by percentage of the total Revenue, select % of Total Revenue.

   2. Click a line in the graph or the Class type in the legend to drill down to individual contributing Class trends.

   3. Hover over a series point in the graph to see the series name, period (group), and value, and analyze the Revenue trend for each Class.

6. In the Class Rev: YoY Variance subform, to review the YoY growth percentage:

   1. Click Total Class in the legend to see the percentage YoY growth by Class. Drilling shows the YoY variances by each Class type.

      Click a bar in the graph or click the Total NS ORG CLASS in the legend to drill down to individual Class details.

   2. Hover over a series bar in the graph to see the series name, period (group), and value, and analyze the YoY variances for each Class.

Related Topics

• Working With Total Revenue Dashboards
• Analyzing Trends in the Customer Revenue Dashboard
• Analyzing Trends in the Item Revenue Dashboard

General Notices