The Executive Summary Report provides big picture details on your company’s current revenue and profitability.
This report is available in the LOU Analytics feature. This feature provides reports with digestible analytics and dynamic features that allow you to customize how you view the data being presented and schedule report downloads.
Data Calculations
This report using 3 points of data that are calculated by LOU. These are calculated as follows:
- Revenue = Subtotal. No Tax is included in Revenue calculations.
- Profit = Revenue – Cost
- Percentage Profit = Profit / Revenue
Quickly jump to a different section:
Go to Operations / Reports / LOU Analytics / Executive Summary
When you arrive at the LOU Analytics main dashboard, the available reports will appear on the menu on the left of the screen. Select the Executive Summary report.
REMEMBER! All reports on LOU Analytics are updated every 4 hours. Since there are a lot of calculations and dynamic features being presented, this data cannot be updated in real time. You can quickly determine how fresh the data being presented is by viewing the Date and Time stamps along the top of the report dashboard.
The default dashboard view for the Executive Summary is a series of graphs giving a quick visual on the state of your profits and revenue with the following statistics which effectively represent individual reports:
- Year-to-date Total Revenue
- Top 5 SKUs
- This is based on the number of times the SKU appears on an Invoice during a Date Range
- Year-to-date Revenue by Quarter
- Year-to-date Revenue by Department
- Year-to-date Gross Profit by Quarter
- Revenue versus Gross Profit
As you move your cursor around the screen, you will notice that there is additional information available for data points as your cursor lands on them. For most of the graphs, hovering over a particular bar or pie piece will give you an explanation of the data point.
Filter Data
There is a collapsible Filter menu on the right side of the screen.
When you click Filters, the Filter menu will open and allow you to filter the data you see on this dashboard.
In addition to this global Filter option, you can click the Filter icon on each dataset to filter just that dataset on the dashboard.
When you see the little dot on the Filter icon, that means there is already a filter applied to the graph. Click on the Filter icon to see what filters are already applied and add additional filters.
Download the Report
You can download the data by clicking on the kabob (3 vertical dots) menu on each dataset.
Choose whether to download as a JPEG, PDF, detailed spreadsheet in Excel or CSV, or a CSV-summary. When you make a selection, you will be asked to give your download a name and determine if you want the date and time added to the file name.
Schedule the Download
Before you click Export Now, you can Schedule the download by clicking the Schedule link on the bottom left.
This will open scheduling controls that allow you to schedule the download for a specific date and time. You can create a recurrence for the report to download on a repeatable schedule. Toggle Repeats and determine the schedule.
Once you’re satisfied with the settings for download click Schedule.
TIP! Use this schedule feature to ensure End of Month, End of Quarter, and End of Year reports are downloaded on time every time!
Go to Detail View
When you click on a data point on a graph, you can choose Go to Detail View to see a line item detailed view of the report.
This detailed view can be filtered, sorted, and downloaded. You can click and drag columns around to reorder the data, certain data fields may be links to those data points within LOU. For example, you can click on Document IDs and Customer IDs or Names to go to the Document and Customer Profiles, respectively.
Additional Navigation
When viewing details, there are some additional navigation options on the bottom right. Click the kabob button to reveal Download and Edit Dashboard buttons. You can also click the Left Arrow button to return the report dashboard graph view.
Edit Dashboard
This button allows you to edit the dashboard for each report.
Click each line item to open the customizable datasets available on the dashboard for Charts, Metrics, and Summary Panels.
You can grab the data and drag it into position on the dashboard. Once you create the dashboard you want, use the Save button to save your changes.
You will be returned to the dashboard with the new edits in place. Changing this information will change the way the dashboards look when you access this report in LOU Analytics. If, at any time, you determine you don’t want those changes you can reset back to the default dashboard using the undo/reset button.
