Analytics
      Back to home
      1. Help and Support Center
      2. Reports and Analytics
      3. Analytics

      Annual Sales Review Analytics

      Helps you identify trends by comparing past and current sales revenue data.

      The Annual Sales Review Analytics dashboard helps analyze and understand the Company's annual sales (Previous vs Current).

      Your historical sales data is now at your access, you can analyze and understand your sales revenue and gross profit over time. The company’s past and current sales figures are compiled for you to strategize the business growth.

      Provides a view and access to your sales history, so you can identify trends and patterns. You can gain a better view of what tactics are working and how you can further improve your figures in the future.

      Annual Sales Review Analytics is designed to present below metrics

       Metrics

      Description

      Sales Revenue per year

      This visualization helps to understand Total Revenue generated per Year, you can also compare Previous vs Current Years Total Revenue  
      Amount Invoiced per year

      The invoiced amount is compared year over year, to get the pattern of the data. 
      Jobs bid per year The total number of job bids submitted by a company or individual within a specific timeframe, typically a calendar year. 

      Sales Revenue | Proposed vs Accepted vs Declined

      The underlying pattern among the proposed, accepted, and declined revenue impact is shown based on year over year. 

      Jobs Close Ratio per year

      This metric measures the effectiveness of a company or individual in converting job bids into successfully closed contracts within a specific period, typically a calendar year.  

      Sales Revenue per year | Monthly view

      This metric indicates total revenue generated monthly, offering insights into revenue trends, seasonality, and performance variations over the fiscal year.
      Sales revenue per Service | Yearly view This metric tracks revenue generated by each service annually, aiding in-service performance evaluation, resource allocation, and strategic decision-making for business growth.

      Sales revenue per Service Category | Yearly view

      Helps you understand the revenue generated from each service category annually.

      Regional Sales Analysis

      Track and Understand the revenue from each state over the years.

      Yearly Sales View per Customer Type | Top 5

      This visualization provides an annual overview of sales by customer type, highlighting the top-performing customer segments. It guides targeted marketing efforts and customer relationship management strategies for sustained business growth.

      Filters

      Service Category → Service → Job Status → Service Status → Salesperson → District

      Calculation

      Revenue = SUM(Price) considered.

      Gross Profit = SUM(Price) - SUM(Cost)

      Note*
      Price = If Actual Price is not set for the service then Estimated Price is considered.

      Here are the business constraints that are applied.

      • All the Metrics are calculated for the applied date range filter.

      • Not considered the Jobs that are under Job status `Generated`

      • Considered only active Jobs

      • Considered only active Services

      Importance of having the Annual Sales Review Analytics

      • It paints a complete picture of whether your company is coming up short or is meeting or beating the previous year's performance.
      • Your year-over-year calculations can help you measure your business’s performance. You can see if your business is growing from year to year. The year-over-year growth rate smooths out any monthly volatility. Instead of seeing large increases and decreases between seasonal months, you can compare your current business numbers to the same time last year.
      • It provides you with more accurate information for monthly revenue growth, especially with products or services that are seasonal. It provides you with an important measurement of how your business performs. It helps you to see how your business's financial performance changes over time.
      • It Helps you spot errors, similar to using a comparative income statement, doing a year-over-year analysis might help you find errors and discrepancies in your books.
      • If there are big increases or decreases from last year, you might have incorrectly recorded something. Examining several periods year-over-year can help you narrow down when you may have made the error.

      Annual Sales Review Analytics short video tour