Customer Scorecard Analysis dashboard

The Customer Scorecard Analysis dashboard includes KPIs for these metrics:

Sales
Cost
Gross Margin

Note: The arrow trend indicators in this dashboard compare the current year to date (YTD) with the last YTD. If a filter is changed to another year, then the KPI values and trend indicators compare the selected year to its previous year.

Reports:

Top 20 Customers by Sales and Margin
YTD vs LYTD Sales
Sales by Customer Scatter
Aging Summary by Customer

Filters:

Company
Customer #
Year/Quarter
Invoice Year (Default value = Current Year)
Customer Name
Outside Salesrep Name
Sales Warehouse
Scorecard Year/Month (Default value = Current year/month)
Line Status Type (Default <> c)