Revenue dashboard (simple)
This printout is a simplified version of the revenue dashboard. It summarizes sales and revenue for the selected period with a smaller set of scopes, so you quickly get an overview without the advanced filters.
How to print it
The printout is generated from the dashboard/analysis area under Accounting in Sapera via the print action. Before the printout is generated, you select the scope with the parameters below.
Parameters
Org. units
Limits the dashboard to one or more organizational units. If the field is left empty, all units you have access to are included.
Period
Selects the period the figures are calculated for: Today's date, Current month or Current fiscal year.
From date
Start date if you want a custom date range instead of a fixed period.
To date
End date for the custom date range.
Source
Selects which sales sources are included, e.g. POS sales, Invoice, Order, Journal or combinations thereof.
Only current accounting
Selects whether the figures are limited to the current accounting (Yes) or include All.
Top
Number of product categories shown in the top overview.
Top (products)
Number of products shown in the top overview.
Include entry types
Selects which entry types are included: Stock, Service or All.
Settings support can configure
In addition to the choices shown in the print dialog, the dashboard has one setting that controls its behaviour and can be adjusted by support per company. If you want the dashboard changed, contact support and refer to the setting below. The technical name is shown in parentheses.
Show revenue excluding VAT (showWithoutVAT)
Want to know more?
Read more in these related articles:
Revenue dashboard
Dashboard of sales and revenue
Revenue dashboard (timeline)
Revenue and contribution margin over time