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Dashboard Report - Sales Month Over Month

Follow the steps below to create a visual report graphic showing the Month Over Month Vehicle Sales.

Learn to create dashboards before creating this report. See a short video and step-by-step instructions by searching Help for How to Create Dashboards.

Start by clicking on the Dominion VUE logo. From the home page, select an existing Dashboard by clicking on the far-right caret next to Unassigned Reports (or the current Dashboard name), or create a new Dashboard by clicking [ New ] and entering a name and click [ Create ].

Click the [Add Report] button in the Action Ribbon.

From the Report Tab

  1. Report Basis - Select [ Vehicle Sales History ]
  2. Report Title - “Month Over Month”
  3. Default View - Number

From the Filters Tab

    1. Set Background Color - Dark Blue
    2. Specify Number 1 as [Units Count]
    3. Leave Upper Text Blank Lower Text “Sold Last Month”
    4. Click [ Add Condition ]
    5. [ Customer Class ] [ <> ] [ Fleet ]
    6. Click [ Add Condition ]
    7. [ Customer Class ] [ <> ] [ Wholesale ]
    8. Specify Number 2 as [Amounts Total] Field [ F.E. Gross ]
    9. Leave Upper Text Blank Lower Text “F.E. Last Month”
    10. Click [ Add Condition ]
    11. [ Customer Class ] [ <> ] [ Fleet ]
    12. Click [ Add Condition ]
    13. [ Customer Class ] [ <> ] [ Wholesale ]
      mom1
    14. Specify Number 3 as [Amounts Total] Field [ B.E. Gross ]
    15. Leave Upper Text Blank Lower Text “B.E. Last Month”
    16. Click [ Add Condition ]
    17. [ Customer Class ] [ <> ] [ Fleet ]
    18. Click [ Add Condition ]
    19. [ Customer Class ] [ <> ] [ Wholesale ]
    20. Specify Number 4 [Amounts Total]  Field [ Total Profit ]
    21. Leave Upper Text Blank Lower Text “Total Last Month”
    22. Click [ Add Condition ]
    23. [ Customer Class ] [ <> ] [ Fleet ]
    24. Click [ Add Condition ]  
    25. [ Customer Class ] [ <> ] [ Wholesale ]
      mom2

    From the Parameters Tab

    1. Report Title [ Month Over Month ]
    2. Companies [ Select Companies to include ]
    3. Salespeople [ All or select individual ]
    4. Sales Managers [ All or select individual ]
    5. F & I Managers [ All or select individual ]
    6. Date Type [ Preset Date Range ]
    7. Date Range [ Last Month ]

    8. Click [Save]

    Each Dashboard REPORT may be edited by clicking on the three ellipses in the upper right corner and clicking on the Settings. Contact Customer Support for details to create personalized Dashboards.

    Picture3-1

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