Analyzing Sales and Margins – Quick Start

In this video, viewers are introduced to the analysis of sales and margins using a workbook designed for sales invoices. The tutorial covers various report styles, including customer lists and item sales, allowing users to reorder data and identify low-margin customers. It also demonstrates how to filter and analyze sales by different dimensions, such as date ranges and departments. Additionally, viewers learn to create dashboards with KPI widgets to track key metrics and compare sales performance over time. The video concludes with tips for saving changes and utilizing advanced features.