The CFO dashboard is based on data from a daily, scheduled extract. This dashboard honors User restrictions based on login Location.
Purpose
This dashboard provides an overview of sales and profit across years as well as a comparison by Location and Department between the current year and prior year.
Details
The sales information is based on the Invoice sales.
The profit information is based on the Invoices sales and Invoice cost.
On the two data tables on the Sales and Profit Breakdown tab, a down arrow in the Difference column means the value in the current year is less than it was in the prior year during the same fiscal month range. This will help identify which Locations and/or Departments are behind in the current year compared to the prior year.
