1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Financials
  4. Planning and Budgeting Financials User Guide
  5. Revenue and Gross Margin
  6. Working With Total Revenue Dashboards
  7. Analyzing Trends in the Class Revenue Dashboard

Analyzing Trends in the Class Revenue Dashboard

The Class Revenue Dashboard displays revenue trends and year-over-year (YoY) variances by Class for the selected Account type. Use this dashboard to analyze revenue trends and YoY variances by Class for the selected Account.

Sample Class Rev Dashboard that includes the Cass Rev Trend and Class Rev: YoY Variance subforms

This section includes general instructions on how to use the following interactive subforms in the Class Revenue Dashboard:

To analyze Revenue trends by Class for the selected Account:

Note:

You can maximize and refresh each trend graph individually by clicking the Maximize icon Screenshot of the Maximinze icon and Refresh icon in each subform Screenshot of the Refresh icon, respectively.

  1. From the Home page, Click the Revenue and Gross Margin card.

  2. Click the 3 tab on the left-hand side to go to Total Revenue.

  3. Click Class Rev Dashboard,

  4. In the Point of View (POV), select a Version, Subsidiary, Currency, and Account.

    If you use Dashboards 1.0, click the Go icon Screenshot of the Go icon to apply the changes to the POV.

  5. In the Class Rev Trend subform, to review total sales trends:

    1. From the dropdown list, select one of the following options:

      • To display the graph by value, select Amount.

      • To display the graph by percentage of the total Revenue, select % of Total Revenue.

    2. If you use Dashboards 1.0, click the Go icon Screenshot of the Go icon in the Class Rev Trend subform to apply the changes.

    3. Click a line in the graph or click the Class type in the legend to drill to individual contributing Class trends.

    4. Hover over a series point in the graph to display the series name, period (group), and value, and analyze the Revenue trend for each Class.

  6. In the Class Rev: YoY Variance subform, to review the YoY growth percentage:

    1. Click Total Class in the legend to display the percentage YoY growth by Class. Drilling displays the YoY variances by each Class type.

      Click a bar in the graph or click the Total NS ORG CLASS in the legend to drill further to individual Class details.

    2. Hover over a series bar in the graph to display the series name, period (group), and value, and analyze the YoY variances for each Class.

Related Topics

General Notices