Purpose
This card measures the total dollar value of completed sales orders year-to-date (YTD) compared to the same period last year. It shows overall revenue performance and highlights growth or decline in monetary terms.
Key Metrics
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Current YTD Sales Order Amount – Total value of sales orders completed this year to date.
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Prior YTD Sales Order Amount – Total value of sales orders completed in the same period last year.
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Percent Change – Growth or decline compared to last year, expressed as a percentage.
Insights to Look For
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Revenue growth trends: A positive percentage indicates increased sales revenue, suggesting higher demand, stronger pricing, or better sales execution.
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Declining sales dollars: A negative percentage highlights potential pricing issues, reduced demand, or fewer high-value orders.
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Volume vs. value: Compare with parts sold (Card #1). If revenue is up while unit sales are down, pricing or product mix may be improving margins.
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Goal tracking: Use this as a quick benchmark against annual or quarterly revenue targets.