Analyzing Trends in the Revenue Dashboard

The Revenue Dashboard shows trend graphs of Actual and Forecast data by Customer and Item for the selected Class. Use the Revenue Dashboard to analyze Revenue trends by Customer and Item.

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

• Revenue by Customer Trend – Uses Actual and Forecast values to show the total Revenue for the selected Class by Total Customer. The subform lets you drill down by Customer Category and Customer.

• Revenue by Item Trend – Uses Actual and Forecast values to see the total Item Revenue for the selected Class. The subform lets you drill down by Item Type and Items.

To analyze the Revenue trends by using the Revenue Dashboard:

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 Trend Based Revenue forms, click the 1 tab on the left.

3. Click Revenue Dashboard.

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

5. From the Tracker list in the POV, choose one of these options:

   • To see the graphs by value, select Amount.

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

6. Hover over a series line in the graph to see the series name, period (group), and value.

7. To review the Revenue by Customer trend, click Total Customer in the legend to drill into the Revenue data.

   Review the data to see which Customers are driving Revenue in the Customer Category and to identify trends in the graph.

8. To review the Revenue by Item trend, click Total Customer in the legend to drill into the Revenue data.

   Review the data to see which Item types are driving Revenue in the Customer Category and to identify trends in the graph.

   You can drill further into the Item types to see individual Item details.

Related Topics

• Revenue and Gross Margin
• Entering or Generating Sales Forecasts for Revenue by Customer
• Entering or Generating Sales Forecasts for Revenue by Item
• Reviewing or Adjusting the Revenue Forecast With Predictive Planning and Grid Spread
• Making Top-Level Adjustments to the Revenue Forecast by Customer and Item

General Notices