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Year-over-year monthly performance comparison

Signal description

For CRO and Sales Director, a signal compares the current month's closed revenue with the same month in the prior year. This provides insights into growth trends, aids strategic planning, and enhances team management.

How organizations use it

As the Sales Director for ABC Tech, you wish to keep a consistent eye on your sales growth. You set the signal to generate a report on the last day of each month, comparing the total closed revenue with the same month from last year. You include filters for various product lines and regions to gain more granular insights. Now, at the end of each month, it tells you how today's performance squares up against the past. The intel is great! It helps you identify growth trends, understand market shifts, and gauge the effectiveness of your strategies, enabling better planning and decision-making for the future.

Why organizations use it

  • to have an understanding of the current month's performance compared to last year's one
  • to have insights on the past year's growth or to identify issues with revenue progressions

Configurable parameters

  • When this signal is sent

How the signal looks

In Revenue Grid Action Center:

In your Teams Revenue Grid Channel:


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