Table of Contents

Monthly Sales

Your monthly sales development against last year's run-up curve.

Monthly Sales report

Analyze your monthly sales development and compare your month-to-date (MTD) curve to your run-up curve of the previous year, so you always know whether the current month is ahead of or behind last year at the same point in time.

At a glance

Generated from the report definition (MonthlySales / MonthlySales).

  • Key visuals: 2× line chart, matrix

What this report helps you do

  • Follow monthly sales development over time
  • Compare the month-to-date curve to the previous-year run-up
  • Judge whether the current month is on track versus last year
  • Detect seasonal patterns and structural shifts

Filters & slicers

Filter What it does
Client, Period, Employee, Items Focus the monthly view on a company, period range, salesperson or product portfolio.

Visuals on this page

Monthly Development vs. Previous Year

A trend visual contrasts current invoiced sales with the previous year.

  • Identify months that over- or under-perform versus last year
  • Recognize seasonality across the year

Month-to-Date Run-up Curve

The MTD curve is compared against the previous year's run-up at the same day of month.

  • See intra-month whether you are ahead of or behind last year
  • Track how the gap to last year closes or widens through the month

Typical use cases

  • Monthly Business Review — Assess monthly performance and MTD progress in the monthly sales review.
  • Pace Tracking — Use the run-up comparison to forecast month-end landing versus last year.
  • Invoice Amount
  • Invoice Amount PY
  • Daily Sales

See the full KPI & measure catalog for definitions and formats.

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