Monitor overall performance for the current year and compare it to the previous year.
Track net sales, number of orders, and average sales per order year-to-date.
Analyze year-over-year trends up to the same day to understand growth or decline.
Evaluate branch-level performance for the year in comparison to last year for informed decision-making.
Common Use Cases
Business Question
Answer / Where to Look
Where can I see this year vs last year data?
Go to the vs Last Year Until Same Day tab (default tab).
How can I compare branch performance year-over-year?
Use the Branch Name filter to select specific branches.
What are the net sales and order trends this year compared to last?
Check the Net Sales and Number of Orders metrics in the default tab.
Where can I track discounts, voids, and returns for this year?
These metrics are also available in the vs Last Year Until Same Day tab.
How can I analyze average sales per order year-to-date?
Use the Net Sales per Order metric in the dashboard.
Keywords (for search functionality)
💡Comparison, This Year, Year-to-Date, Net Sales, Orders, Discounts, Voids, Returns, Branch Performance, Year-over-Year, Sales Trends
Tab / Section Overview
Tab Name
Description
Example Case
vs Last Year Until Same Day
Compares current year’s metrics up to today with the same period last year.
If this year was 2025, it would be comparing to last year (2024).
Shows KPI’s of different number of key metrics on the vs Last Year until Same Daytab. Keep in mind this is just part of the dashboard, there’s more to it!
Available Filters
Filter Name
Description
Notes
Branch Name
Filter data by specific branch or multiple branches.
