Below is a breakdown of each available column within Sales by Operation:
COLUMN | DESCRIPTION |
Total Revenue Billed | Sum of Total Price for all jobs in completed and approved stages |
Revenue Last Year | Total Revenue Billed column but going back one-year from the date range you are using. Example: 1/24/22- 2/24/22 (current date minus 1 year) |
Revenue Per Period | Total Revenue Billed column but going back the "range" from the date range you are using. Example: you have a date range of May 10 to May 20, 2023. The period that the query will now pull will be 10 days before that so May 1st to May 10th 2023 |
Total Payments | The sum of all payment records excluding refunds |
Total Cost | The sum of COGS, Purchase Orders, and Expenses |
Profit | (Total Revenue Billed - Total Costs) divided by Total Revenue Billed |
Comments
Please sign in to leave a comment.