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Growth Trends

The year-on-year view: months against financial years, with rise-and-fall chips against the previous year. Open it from Accounts & Reports → Growth Trends.

Four grids: sales by month and year, dealers and vendors ranked, products by item, brand, or category, and the stock flow gap.

The tabs​

  • Growth Trends — sales (or orders, or purchases) by month across up to five financial years.
  • Contacts Growth — dealers and vendors ranked by year, with NEW and DORMANT badges; a row opens that contact's monthly history.
  • Product Growth — the same by item, brand, or category; a brand or category row opens its top twenty items.
  • Stock Flow — purchased, sold, and adjusted against actual, item by item; the gap column is the question to answer.
Each cell against the same month last year — up in green, down in red.
  • Performance — the same growth question, per salesperson