Sales by Operation

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

 

 

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