The Sales Trends screen shows your revenue performance across multiple time windows simultaneously. It is designed to give you a complete picture of your sales trajectory without having to run separate reports from your accounting software.
The two headline figures
At the top of the Sales Trends screen, two summary cards show the most immediate sales picture:
• Total Sales This Month: your revenue from the first day of the current month to today. The percentage change is against the equivalent period last month.
• Forecasted Sales for the Month: Finoya's projection of what your total sales will be by the end of the current month, based on your historical patterns and current trajectory. The percentage change shows how your actual sales this month compare to the forecast. A large negative variance means actual sales are falling significantly short of what the pattern predicted.
The sales trend chart
The sales trend chart plots your revenue month by month over the past six months and projects forward. This is the single most useful view for understanding the shape of your sales performance over time.
A sustained upward trend is a healthy signal. A peak followed by decline warrants investigation into whether the decline is seasonal, structural, or the result of a specific event like losing a major client. Ask Noya is the fastest way to interrogate the cause.
The three period summaries
Below the chart, three tiles show your total revenue over longer periods:
• Sales Last 3 Months: your revenue over the most recent complete three-month period.
• Sales Last 6 Months: your revenue over the most recent complete six-month period.
• Sales Last 12 Months: your revenue over the past 12 months.
These three numbers together tell you whether recent performance is above or below your longer-term average. A business whose last 3-month revenue is significantly lower than one-quarter of its 12-month total has experienced a recent downturn that is pulling down the trailing average.
Noya Says and Quick Actions
The Noya Says panel interprets your sales trajectory and flags the most significant signals, including declining trend patterns, gaps between actual and forecasted sales, and changes in momentum over the six-month window.
Quick Actions gives you targeted questions such as what actions can close the gap between actual and forecasted sales, which products or services are driving the most margin, and what the biggest sales growth opportunity is this quarter.
What affects the accuracy of this screen
The Sales Trends screen reads from the income data in your accounting software. A few common situations that lead to inaccurate figures:
• Revenue received but not yet invoiced or recorded as income, such as cash sales deposited without being entered
• Revenue recognised at a different time from when cash was received, for example deposits for work not yet completed
• Products or services that are categorised inconsistently across invoices, making it difficult to track a category cleanly over time
Consistent income categorisation in your accounting software is what makes the sales breakdown meaningful over time. If the trend does not match your own sense of where sales are coming from, review how your invoices are being categorised at the source.