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TeleToast
Level 3

Sales Graph on Dashboard: Comparison to Previous Year's Sales MISSING!

The sales graph on the dashboard, until just recently, would display a comparison between last year's sales to this year's in two different colors. You could set it for different time periods. This was really helpful to give me an Idea from month to month how I'm doing compared to last year. This option is now MISSING! Just gone. Anyone else run into this or know what the deal is? 

8 Comments 8
Archie_B
QuickBooks Team

Sales Graph on Dashboard: Comparison to Previous Year's Sales MISSING!

I can see the significance of the Sales graph comparison in your QuickBooks Online dashboard, jeffb73. Let me provide some information to clear up any confusion regarding the sales graph.

 

I know how beneficial it is to have a sales graph with two separate periods to compare last year's and this year's sales easily. But this option is no longer available in QuickBooks Online.

 

However, there is a workaround you can use to view and compare the sales between two periods. You can select one period at a time from this year and then switch to last year to compare the sales.

 

Here's how:

 

  1. Go to the QuickBooks Dashboard and locate the Sales graph.
  2. Click on the drop-down menu that allows you to select the time period for the graph.
  3. Choose a period from this year (e.g., a month or a quarter) to view the sales for that specific timeframe.
  4. Once you have reviewed the sales for this year, switch the time period to last year.
    sales graph.PNG
  5. Now, you can compare the sales data for the selected period in the previous year.

 

Also, we recently made changes to the QuickBooks Online dashboard. The new homepage is more customizable, allowing you to add and remove widgets from the dashboard, rearrange their positions, and resize widget sizes. Check out this article to see a how-to video and learn more about the Home Dashboard: Get started and adjust settings after you sign up for QuickBooks Online

 

If you want to use the reports, you can also look up different sub-topics and relevant articles from this resource: Create and manage reports.

 

Feel free to comment below for follow-up questions or other concerns about QuickBooks Online. I'll be here to help.

TeleToast
Level 3

Sales Graph on Dashboard: Comparison to Previous Year's Sales MISSING!

The sales graph is there it no longer has the comparison option that allows you to compare this year's sales to last year's sales. I did clear the cache and try again but that didn't change anything. Why do they have to change everything constantly? This is the biggest complaint on your forum is how you roll out changes willy nilly with no regard to your subscribers. I waste more time with quickbooks just trying to figure out how I can do what I did the day before after they've switched everything around for the millionth time. I've used Adobe products for decades and the way they handle updates is so much better for the user. Their updates don't alter or impede your regular work flow and if it's a drastic change they give you the option to leave things the way they were. Quickbooks is insane! It's like my office is in order and then every week someone comes in and just moves everything around so it no longer works or if it does you spend hours every week trying to figure out how to do something that was easy and simple the week before. Can I please just have it the way it was before, when it worked?

JT8181
Level 1

Sales Graph on Dashboard: Comparison to Previous Year's Sales MISSING!

Yes!!! And Yes!  I want the same answer to this.

RheaMaeH
QuickBooks Team

Sales Graph on Dashboard: Comparison to Previous Year's Sales MISSING!

Viewing the Sales graph and comparing it to last year's performance on the QuickBooks Online (QBO) dashboard is essential for your business's growth, JT8181. Let me address this issue.

 

Currently, the option to compare this year's sales to last year's in the dashboard sales graph is unavailable. However, you can share your thoughts with our Product Developers, who may consider your suggestions for future updates.

 

Here's how:

 

  1. Click on the Gear icon.
  2. Select Feedback.
  3. Enter your suggestion and click Submit Feedback.

 

As a workaround, you can follow my colleague @Archie_B's suggestion to manually compare sales by selecting one period at a time. View this year's data, then switch to last year's for a direct comparison.

 

For additional details about navigating your dashboard, please refer to this article: Get started and adjust settings after you sign up for QuickBooks Online.

 

Please keep in touch whenever you have other concerns about the QBO dashboard. I'll get back to you right away to help you further.

KM80
Level 1

Sales Graph on Dashboard: Comparison to Previous Year's Sales MISSING!

I really liked this feature and I am personally unhappy that is has been removed. Why would you remove something so easy to see and use? QB is a nightmare to use and navigate. Search for help online and you get hundreds of conflicting answers. I want out! 

shaft
Level 1

Sales Graph on Dashboard: Comparison to Previous Year's Sales MISSING!

This report is very helpful as we can see our sales comparison quickly.   I switched to QBO in May and was able to access this report on the Business Snapshot page until this week.   Now I have two blank areas where the Sales Comparison and Expense Comparison Reports appeared.  I was on the phone with the Help Desk for over an hour today and they assured me this is an issue being reported by other clients.   They did call back and reported the issue will be fixed within 24 hours but I am not hopeful.   

 

shaft
Level 1

Sales Graph on Dashboard: Comparison to Previous Year's Sales MISSING!

I spent another hour on the phone with QB Support Team.  Still no resolve.   All three users on our account have the same issue so it appears it is not a browser issue.    QB support suggested I open a browser Incognito window and then open my QuickBooks account.   Income Comparison Report and Expense Comparison Report are still missing from the Business Snapshot Dashboard.   It is strange only those 2 reports are missing and the other reports are still available.   

 

NerbynMaeI
QuickBooks Team

Sales Graph on Dashboard: Comparison to Previous Year's Sales MISSING!

I appreciate you for bringing this to our attention, shaft. Your sentiments are valid and we understand the frustration and inconvenience you've experienced about the ongoing issue with the Sales Graph in QuickBooks Online (QBO). 

 

Please know that we are escalating your case to our Next Level Help team since the necessary troubleshooting has already been performed. They will review the discussions in the Community as well as recent support interactions. You can expect to be contacted by an expert within the next 1-2 business days. 

 

We're dedicated to addressing your concern promptly and effectively. In the meantime, if you need additional assistance or have any questions, we encourage you to reach out here in the Community. 

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