Table of contents
The "Revenue statistics" module can be used to generate statistics on sales for a specific period. A distinction is made between customers, suppliers and groups. In addition, various filters are available to customize the statistics, so that they reflect exactly what is needed.
Customers
The "Customers" tab contains a detailed overview of the called customer documents.
Date
The date filter can be used to restrict the range for which the vouchers are to be used. Here, the creation date of the voucher always counts.
The following can be selected for the vouchers:
- Order
- Invoice
- Credit note
As the status of the documents there are:
- created → The document exists as a draft
- released → after release of the draft
- Shipped → sent or marked as sent
- Completed → marked as completed
- Canceled → released document that has been canceled
Filter
The filter can be used to filter the documents according to various criteria:
- Customer → Customer number or name can be searched for
- Project → It is possible to filter by project of the document
- Product category → documents with document items of this article category
- Product → documents in which this article occurs
Start
The "Load revenue" button is used to reload the documents based on the criteria.
Key figures
The key figures are displayed in tabular form:
- Number of vouchers
- Total sales (net)
- Total revenue (gross)
- Revenue (net)
- Contribution margin in
Explanation contribution margin calculation
Example: Calculation of the "Contribution margin in %" total
Total revenues = -190 + 0.08 - 377.84 = -567.78
Total net sales = 0.00 + 0.34 + 3.98 = 4.32
Contribution margin in % = Total revenues/ Total net sales*100 = -13,142.59%
For the calculation of the "Contribution Margin in %" not the single "DB %" - values of the documents are taken, but the total revenue and the total sales over all documents. Therefore the weighting of high negative/positive contribution margins is distributed over all documents.
Suppliers
The "Suppliers" tab contains an overview of the called supplier documents.
Date
The date filter can be used to restrict the range for which the vouchers are to be used. Here, the creation date of the voucher always counts.
The following can be selected for the vouchers:
- Order
- Invoice
- Credit note
As status of the documents is selectable:
- created → The document exists as a draft
- released → after release of the draft
- Shipped → sent or marked as sent
- Completed → marked as completed
- Canceled → released document that has been canceled
Filter
The filter can be used to filter the documents according to various criteria:
- Vendor → Vendor number or name can be searched
- Project → Project of the document
Key figures
The key figures indicate the following in tabular form:
- Number of documents
- Total costs (gross)
Start
The "Load revenue" button is used to reload the documents based on the criteria.
Groups
In the "Groups" tab, the cumulative invoice amount at a given time for an address from a given group can be viewed in each case.
Selection
With this filter a special group can be selected.
Date
The date filter can be used to restrict the range to which the documents should be referred.
Key figures
The key figures tabulate the following:
- Total sales (net)
- Revenues (net)
- Contribution margin (%)
- Number of orders