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February 13, 2020
Question

Can you create a graph with last years sales against this years sales.

  • February 13, 2020
  • 1 reply
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1 reply

AddieC
February 13, 2020

Hello, 

 

If you're a visual person, graphs and charts are an awesome tool to assess your business finances. It makes it so clear to see how your numbers are impacting your business. There's a few areas in your account that use fun visual graphs and charts to help make bookkeeping fun and intuitive. I'll explain your options. 

 

The first place you can check is on your company's Dashboard. Your Dashboard displays the most important company data in graph and chart format so it's easy for you to view. The Profit & Loss or Sales box can show you the sales information, however you can only view one year at a time. Since it's so easy to toggle back and forth between years, that still may work for you. To change the year, click the small drop-down menu on the upper right-hand side of the box. 

 

The other place you can check for graphs is the Business Snapshot Report. This report sounds like it's going to suit your needs perfectly. You can find this report by clicking the Reports tab on the left navigation menu, then use the search bar to find it. This report sections your data into Income and Expenses, and you can do a Previous Year Comparison. Simply adjust your date-range by clicking the drop-down menu in each section of the report to adjust. 

 

I hope this helps you get back on track. 

If you have any other questions, please reach out to our tech support team.


Have a nice day.