Financial Tutorial – Trending Year over Year

In addition to comparing your financial performance to your plan, it’s also helpful to compare your performance to the previous year.

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Watch our video that walks through each of the charts.

Financial Summary

At the top of the page, we present the year to date summaries for Revenue, Cost of goods sold, Gross margin, Operating expenses and EBITDA.

Revenue Trends

The revenue trends include:

  • Revenue vs Previous Year : Here you see the posted revenue for each posted month versus than previous year performance
  • Cumulative Revenue vs Previous Year : How does your revenue performance year to date compare to the previous year?
  • Quarterly Revenue vs Previous Year : This chart compares quarterly revenue performance to last years quarterly results.
  • Average Revenue Per Client : How does the average revenue per clients compare to the previous year?
  • Recurring Revenue % of Total : This chart shows that trend of recurring revenue as a total compared to the previous year.
  • Revenue By Contract Type (Previous Year) : This chart shows the distribution of revenue by contact type for the previous year.
  • Revenue By Contract Type (Type Year) : This chart shows the distribution of revenue by contract type for the current year. How has the distribution changed?

Gross Margin Trends

The Gross Margin trends include:

  • Gross Margin vs Previous Year : How does the gross margin (revenue minus cost of goods sold) for each month compare to the previous year?
  • Cumulative Gross Margin vs Previous Year : Is the cumulative gross margin performing beter than the previous year?
  • Quarterly Revenue vs Previous Year : This chart compares quarterly revenue performance to last years quarterly results.
  • Average Revenue Per Client : How does the average revenue per clients compare to the previous year?
  • What is your favorite Financial Trend?

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