Which options does the contract-based net turnover report offer me?

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The Net Turnover report shows the monthly revenue per contract in the selected reporting period.

The report can be created under "Activities > Reporting": 

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The following fields are available in the report:

Name Description
CompanyName Company Name of the customer
CustomerId Customer ID of the customer
ExternalCustomerId External ID of the customer
DebitorAccount Debitor ID of the customer
ContractId Contract ID of the contract 
ReferenceCode Contract Reference Code
Category Category based on the Grouped By entry
IsoCountryCode ISO-3166 country code of the customer
Currency Currency of the revenue

Months

(e.g. 2020-10)

Net turnover of this month

All months that are included in the reporting interval are displayed

 

Each line of the report represents the monthly sales of one contract. 

With this report as a basis, you can graphically illustrate the development of sales per contract in Excel or other tools and track developments over time. By summing up all contracts it is possible to create overall views:

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Further possibilities for granular analyses through the "Group By" function: 

The "Group By" function, which is available when generating reports, also offers you the possibility to group the sales by the custom fields of your products.

Using custom fields for products, you can, for example, assign your products to individual product groups or divide them into different sales types. 

Example - Custom Field "RevenueType"

Product A Recurring 
Product B Usage 
Product C  OneOff 

All sales for products for which the additional field has no value are summarized in a separate line with empty category.

By summing up all lines with the respective characteristics, you will get a list of the monthly sales per contract and revenue type. This overview can be further summarized into a total view of the monthly sales by summing up all contracts.

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Remark:

The periodic allocation is made in the same way as for other sales-related reports, based on the posting records, which means that month-end closings are also taken into account.

 

 

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