The Key Info Comparative Dashboard within R365 Intelligence shows data pulled from daily sales summaries (DSS). This dashboard shows DSS data for locations in comparison to the same data from the Prior Year (PY), Prior Week (PW), Operational Week to Date (OWTD), Operational Period to Date (OPTD), and Operational Year to Date (OYTD). It also compares against other metrics.
In addition to having panels by metric, this dashboard is made up of four pages:
Totals with Daily Trend
Comparative View by Date
Adjacent View by Date
Interval Level
Master dashboards cannot be edited. However, this dashboard can be duplicated as the starting point for creating and editing a custom dashboard.
Default Prompts and Filters
The following prompts are applied to the Key Info Comparative Dashboard by default:
Prompts:
Start Date: Today minus one month and one day.
End Date: Today minus one day.
Users can customize the prompts prior to running the dashboard, or select re-prompt in the dashboard header.
Filters
Date
Users can adjust the default filters by selecting the filter in the header of any page in the dashboard.
Totals With Daily Trend
The Totals with Daily Trend page shows the metric total by location compared to the Prior Year, Operational Period to Date, and Operational Year to Date. It also features a daily trend table that compares the changes by day between the current metric totals and from the Prior Year.
Field | Description | |
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1 | Panel Selector | Selects the metric data that is displayed in the visualizations. When a metric is clicked, the visualization data will update to reflect the selection.
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2 | Metric Totals and Variance | Displays the metric name, the metric total as of the current date filter, the metric total from the Prior Year (PY), and the variance between the two. |
3 | Totals Table | The totals table. This shows the metric totals sorted by location. In addition to the location, the following metric totals are shown:
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4 | Table Thresholds | Thresholds set for this table appear in red and green.
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5 | Daily Trend Graph | Shows the selected metric totals by day. This compares the metric totals as of the selected date to the metric totals from the Prior Year and displays the data plotted on a graph. Hover over a point on the graph to show the date’s details. |
Comparative View by Date
The Comparative View by Date page shows the metric total by location as of the selected date compared to the Prior Week, Prior Year, Operational Week to Date, Operational Period to Date, and Operational Year to Date. It also features a graph that compares the current metric totals to the totals of the Prior Year and Prior Week.
Field | Description | |
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1 | Panel Selector | Selects the metric data that is displayed in the visualizations. When a metric is clicked, the visualization data will update to reflect the selection.
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2 | Date Selector | Filters the data to the selected date. The data shown on the dashboard will reflect the date selected.
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3 | Metric Totals and Variance | Displays the metric name, the metric total as of the current date filter, the metric total from the Prior Year (PY), and the variance between the two. |
4 | Totals Table | The totals table. This shows the metric totals sorted by location. In addition to the location, the following metric totals are shown:
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5 | Table Thresholds | Thresholds set for the table appear in red and green.
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6 | Totals Graph | Shows the selected metric totals for the selected date. This compares the metric totals as of the selected date to the metric totals from the Prior Year and Prior Week. Hover over a bar on the graph to show the details. |
Adjacent View by Date
The Adjacent View by Date page displays all metric totals for the selected date at the selected point in time (PY, PW, etc.).
Field | Description | |
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1 | Date Selector | Filters the data to the selected date. The data shown on the dashboard will reflect the date selected.
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2 | Panel Selector | Selects the metric data that is displayed in the visualizations. When a metric is clicked, the visualization data will update to reflect the selection. The following panels of data are available:
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3 | Totals Table | The totals table. This shows the metric totals sorted by location.
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Interval Level
The Interval Level page shows all the metric totals listed by location and hour interval for the selected date.
Field | Description | |
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1 | Date Selector | Filters the data to the selected date. The data shown on the dashboard will reflect the date selected.
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3 | Totals Table | The totals table. This shows the metric totals sorted by location and each hour interval throughout the selected date.
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