Learn how to use the Top Line Report dashboard
The Top Line Report is an Essential plan feature.
Summary
The Top Line Report helps you understand what's driving performance by visualising trends in all of your metrics. It's densely packed with information and a fantastic source of insight into how your account is performing. Use it to:
- Gain a one-page summary of your account's performance
- Understand how different influencing factors are impacting sales
Setting up the dashboard
The dashboard gives you four configuration options in the top bar, from left to right:
- Product Grouping: change whether the top-left bar chart shows Categories, Subcategories, Brands or individual SKUs. The default setting is SKU.
- Select metric: changes the metric used in the top-left bar chart and bottom time series. The default setting is Sales Value.
- Time period: the time period to be used for comparison in the top-left bar chart and bottom time series. The default setting is Year to Date.
- Comparison time period: the period selected to compare against in the bar chart and time series. The default setting is FY 22/23. If 'Previous' is selected, the selected time period will be compared against the directly preceding period of the same length.
What's on screen
There are three components on-screen, from top left to bottom right:
- Product breakdown bar chart: the first bar shows the total for the primary metric over the chosen time period. The second bar shows the variance between the chosen time period and the comparison period.
- Metric table: the table shows all metrics over each available time period. The total for the selected period is shown, along with the percentage variance from the comparison period.
- Time series: the time series shows the primary metric over the chosen period. The latest period is a blue line, and the comparison period is a grey-shaded area.