On both the homepage and in your nightly sales email, you have the option to see your current sales data as compared to your historical sales data (assuming we were able to pull in your historical data). You can compare your current sales to last week's sales and/or a prior year's sales.
Adjusting these settings will apply to how you see the data in all units that you have access to. However, these are adjusted only for your user name and only impact your personal view. Each user can set their own view independent of other users in the unit.
How is this calculated?
The answer depends on how you have your accounting periods set. If you are working under the calendar year, then the comparisons will be based on the same exact calendar day one year prior. So if you're looking at January 14th, then it's going to compare it to January 14th of last year.
If you have your accounting periods set in something else such as 13-4 or 4-4-5, then it is comparing the same week day of the period from the prior year. So for example, Jan 14th is a Tuesday and is being compared to the same Tuesday as last year within that period, which was actually Jan 16th.
What are my choices for viewing this?
You can choose up to two of these options:
- Last week's data
- Last year's data
- The data from two years ago.
To see information about your Benchmark Settings, as compared to others in your region, see this article: Benchmark Sales Reporting
To change your Sales Comparison View Setting click your name on the top right corner of the screen and select "Settings:
Choose the "Preferences" tab from the top. In this menu you'll see "Which comparisons would you like to see?". There should be 2 selected already and a third greyed out.
You'll only be able to select two options at a time, so if you want to see one of the options not selected, unselect the option you don't want and the other option will become available to be checked.
Once done scroll to the bottom and click SAVE!