This printout is a timeline version of the revenue dashboard. It compares revenue and cost of goods/contribution margin over time for the selected period and highlights the best and worst invoices, so you can follow the development and deviations.
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.
Limits the dashboard to one or more organizational units. If the field is left empty, all units you have access to are included.
Selects the period the figures are calculated for: Today's date, Current week, Current month, Current fiscal year or since the start of last fiscal year.
Start date if you want a custom date range instead of a fixed period.
End date for the custom date range.
Selects which sales sources are included, e.g. POS sales, Invoice, Order, Journal or combinations thereof.
Number of invoices with the highest contribution margin that are highlighted.
Number of invoices with the lowest contribution margin that are highlighted.
Selects which entry types are included: Stock entries, Service entries or All.
The accounts counted as sales accounts in the calculation. Separate multiple with commas.
The accounts counted as cost of goods accounts in the calculation. Separate multiple with commas.
Threshold so only rows with a revenue difference greater than the specified value are shown.
Threshold so only rows with a cost of goods difference greater than the specified value are shown.
Selects whether fully credited entries are included in the comparison (Yes/No).
Lower limit for the range of product categories included.
Upper limit for the range of product categories included.
Limits the dashboard to a specific product. If the field is left empty, all products are included.
Limits the dashboard to a specific sales number (external reference). If the field is left empty, all are included.
Want to know more?
Read more in these related articles:
Revenue dashboard
Dashboard of sales and revenue
Revenue dashboard (simple)
Simplified dashboard of revenue
