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 Trend-Based Revenue Forecasts
  7. Analyzing Trends in the Revenue Dashboard

Analyzing Trends in the Revenue Dashboard

The Revenue Dashboard shows trend graphs of Actual and Forecast data by Customer and Item for the selected Class. Use the Revenue Dashboard to analyze Revenue trends by Customer and Item.

Sample Revenue Dashboard that includes the Revenue by Customer Trend and Revenue by Item Trend subforms

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

To analyze the Revenue trends by using the Revenue Dashboard:

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. To go to Trend Based Revenue forms, click the 1 tab on the left-hand side.

  3. Click Revenue Dashboard.

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

  5. From the Tracker list in the POV, select one of the following options:

    • To see the graphs by value, select Amount.

    • To see the graphs by percentage of the total Revenue, select % of Total Revenue.

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

  7. Hover over a series line in the graph to see the series name, period (group), and value.

  8. To review the Revenue by Customer trend, click Total Customer in the legend to drill into the Revenue data.

    Review the data to identify which Customers are driving Revenue within the Customer Category and to identify trends within the graph.

  9. To review the Revenue by Item trend, click Total Customer in the legend to drill into the Revenue data.

    Review the data to identify which Item types are driving Revenue within the Customer Category and to identify trends within the graph.

    You can drill further into the Item types to individual Item details.

Related Topics

General Notices