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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? 

2 Comments 2
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?

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