Time Settings

By default, the metrics and reports of the Sales Dashboard display sales figures for the previous month. That is, the month prior to the actual current month.

See Sales Dashboard.

You can specify a different 'current month' in the all reports of the Sales Dashboards, except for the four Sales Order Bookings reports of the Sales Dashboard.

The Time Analysis and Key Metrics reports compare the figures for the two months prior to the current month. The Trend Analysis reports compare the figures for the previous twelve months. But you can display the Time Settings dialog and:

  • Change the time unit from Month, to Year, or Quarter
  • Specify the Base Period and the period to compare with it. For the Trend Analysis reports, you can specify the number of periods to display.

By default, Month is the selected time unit, and the month prior to the current month is specified as the Base Period. The month prior to the Base Period is selected for comparison.

To change the time settings for a report:

  1. Click the Time Settings button .
  2. From the Level list, select Year, Quarter or Month.
  3. Select the Base Period.
  4. Select:
    • The period to compare with the base period: For the Time Analysis and Key Metrics reports.
    • The number of periods for which to display data: For the Trend Analysis reports.
  5. Click OK.