Financial Plan: Sales History

A Sales History widget and tab for Financial Plans have been added to focus in on the last five years of Sales data available.

The widget on the Financial Plan Summary visualizes this as a trend chart over the past three years.

Clicking into the widget will show Sales by Product Line and other dimensions for the previous five years

The Edit tab focuses on on only the data elements to creates these visuals for a simplified user experience.

In addition, these updated visuals are available on the Customers Dashboard and as a Layout option for an individual Customer.