When you open Power BI, aACE displays the Power BI Dashboard. The Dashboard shows how your business is performing this period and provides comparison to previous periods.

The Dashboard compares this year to last year, and this month to last month. Use the filters at the top to pick a year, month, or customer. If you don't pick a month, you'll see the whole year.

The figures in the Dashboard only include invoiced transactions. Quotes and open orders that have not been invoiced are not included.

1. Dashboard Filters

These drop-down fields filter the whole page by year, month, and customer.

2. Headline Figures

The Headline Figures section shows sales information for the selected period: total sales, cost of goods sold, gross margin in dollars and as a percentage, and year-to-date sales.

3. Change Over Time

The Increase icons () and Decrease icons () show how each figure has changed from the prior month and the prior year.

4. Sales & COGS Chart

The Sales & COGS Chart shows sales and COGS month by month against the same months of the previous year.

5. Top and Bottom Customers and Products

This section ranks customers and products by value. The Top Customers and Top Products sections display the highest-selling customers and products, while the Bottom Customers and Bottom Products sections display the lowest-selling customers and products.

6. Compare to Period B

Select a second period, titled Period B, to compare to the one you chose in the filters. The tables show how costs, sales, and margins differ between the two periods.