Purpose
This card tracks year-to-date (YTD) progress for both order amounts and parts sold. It provides a rolling view of sales performance over time, allowing managers to quickly see whether monthly sales activity is adding up to strong cumulative growth.
Key Metrics
-
Order Amount (Bar Chart) – Monthly dollar value of completed orders.
-
YTD Parts Sold Running Total (Green Line) – Cumulative number of parts sold throughout the year.
-
Parts Sold (Blue Line) – Monthly parts sold figures, shown alongside order amount for context.
-
Grouping by Month – Displays data by order create date, month over month.
Insights to Look For
-
Growth trajectory: The green cumulative line should trend steadily upward. Flattening indicates sales momentum is slowing.
-
Monthly consistency: Bars show whether monthly revenue is holding steady, growing, or dipping.
-
Volume vs. value alignment: Comparing the parts sold line to dollar order amounts can reveal if sales growth is driven by higher volume, higher prices, or both.
-
Seasonal trends: Spikes or dips in certain months may highlight seasonal buying behaviors or operational bottlenecks.