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Performance

The question this screen answers: is revenue growing from selling, or from discounting? Invoiced value and margin share one chart on two axes — a rising value line with a falling margin line means growth is being bought. Open it from Staff & Performance → Performance.

The value-against-margin chart, the per-executive breakdown, and what the numbers do and don't claim.

What you can do here​

  • Read the trend — invoiced value and margin percent, month by month, on one dual-axis chart.
  • Break it down — the table splits the same numbers per executive; filter to one person, one store, or a period, and drill into an executive's own scorecard.
  • Spot the signal — months where value rose but margin fell are the page's reason to exist.
One chart, two axes — value against margin.

Good to know​

  • Margin is an estimate: cost of goods uses each item's current purchase price — a scoreboard, not an audited P&L.
  • Sales attribute to an executive when the sales-executive field is set on the bill; everything else collects under an unattributed row.