Sales & Profit Rolling Forecast Dashboard

Desciption

Sales & Profit Rolling Forecast

Overview
This dashboard provides a rolling forecast of sales and profit ratios for Office Supplies, Furniture, and Technology in Central, East, South, and West regions. It also allows users to adjust prior year sales and set profit ratio for the rest of the year.

Key Insights
This dashboard provides insights into the sales and profit ratios for each region. It allows users to make adjustments to prior year sales and set profit ratios for the rest of the year. It also provides a comparison of current year sales and profits to prior year sales and profits.

Who Can Benefit
This dashboard is ideal for sales and marketing teams, finance teams, and executive teams who need to forecast sales and profits. It provides insights into current and past sales and profits, as well as the ability to adjust prior year sales and set profit ratios for the rest of the year.

Who Can Use
This dashboard can be used by sales and marketing teams, finance teams, and executive teams. It provides insights into current and past sales and profits, as well as the ability to adjust prior year sales and set profit ratios for the rest of the year. It also allows users to compare current year sales and profits to prior year sales and profits.

Data

HOW-TO
SALES FORECAST
Office Supplies, Central
SAVED VALUES:
PY ROY: 24,596
0%
Adjustment on PY for CY: 0%
CY ROY Sales: 24,596
NEW VALUES TO SAVE:
new Adjustment on PV for CY: 0%
new CY ROY Sales: 24,596
PROFIT RATIO FORECAST
Office Supplies, Central
SAVED VALUES:
PY ROY | CY YTD: 30.23% | 12.23%
Adjusted PR for Roy: 0%
CY ROY Profit: 0
NEW VALUES TO SAVE:

new Adjusted PR for RoY: 0%
CYBOY Profi
SALES & PROFIT ROLLING FORECAST
Adjust PY ROY Sales to Your Planning | Set Profit Ratio for Roy
August 31, 2020
Sales
Profit Ratio
Furniture Central
East
South
West
Central
Office
Supplies East
South
West
Technology Central
East
South
West
Total
Furniture
Central
East
South
West
Central
Office
Supplies East
South
West
Technology Central
East
South
West
0000.0000000
00000000000
CY YTD
24,564
26,234
17,318
27,895
35,682
32,353
17,089
44,130
23,349
24,057
22,235
70,389
365,295
CY YTD
0.8%
-0.8%
3.5%
6.7%
12.2%
21.2%
16.6%
25.8%
17.2%
15.9%
20.1%
21.0%
PY ROY
28,428
27.110
13,929
38,131
24,596
30,803
13,563
29,068
32,558
28,042
14,190
29,091
309,509
PY ROY
0.8%
5.7%
9.9%
2.7%
30.2%
22.5%
13.2%
28.9%
34.7%
-3.4%
30.6%
13.8%
Adjusted PY
ROY
18%
21%
14%
12%
0%
0%
0%
0%
0%
0%
0%
5%
ROY PR
Estimation
10%
16%
17%
0%
0%
0%
0%
8 8 8 8 8
0%
0%
0%
CY ROY
33,545
32,803
15,879
42,707
24,596
30,803
13,563
29,068
32,558
28,042
14,190
29,091
326,274
CY ROY
2,348
3,280
2,541
7,260
0
0
0
0
0
0
0
0
CY Forecast
58,108
59,037
33,197
70,602
60,278
63,156
30,652
73,199
55,906
52,099
36,425
99,480
691,568
CY Forecast
2,542
3,062
3,152
9,117
4,366
6,874
2,831
11,394
4,020
3,829
4,463
14,778
CYPY: Current/Prior Year
YTD: Year-to-Date
Roy: Rest of Year
FY: Full Year
PR Profit Ratio
CY PR
Forecast
4,4%
5.2%
9.5%
12.9%
7.2%
10.9%
9.2%
15.6%
7.2%
7.4%
12.3%
14.9%
Forecast Sales
vs.PY FY
+7,335
+12,650
+5,276
â–¼3,218
+14,485
+1,355
+1,985
+25,520
+5,043
20,399
7598
+33,499
+82,363
Forecast vs.
PY FY
+4.9 pps
+2.1 pps
1.8 pps
+9.3 pps
6.7 pps
â–¼7.7 pps
â–¼9.3 pps
â–¼9.3 pps
â–¼19.9 pps
â–¼ 2.6 pps
12.7 pps
+0.4 pps
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