Performance Overview – Sales, Gross Profit & Account Profitability

This dashboard tracks year-to-date sales, quantity, and gross profit against the prior year, so commercial and finance leaders can see at a glance whether the business is ahead or behind, and why. A waterfall breaks the variance down by month, country, and product, a treemap surfaces the markets losing the most ground, and a monthly trend compares each product line to last year. The account profitability view plots every customer by gross margin and value, making it easy to spot high-volume, low-margin accounts that need a pricing conversation. Built on CRM, ERP, and manufacturing execution data modeled in Snowflake and dbt, it replaces spreadsheet variance reporting with a view that stays current on its own.