With the Monthly Dashboard Report you can get a more detailed birds eye view of your finances and information about your orders during specific monthly time periods.
In this report spreadsheet you can see your Revenue from Orders that occurred during various time periods.
The time periods are as follows with examples in parentheses.
Month that just ended. (July 2017)
The month previous to that one. (June 2017)
The same month last year. (July 2016)
Your year to date revenue. (1/1/17 to date report was generated i.e. 8/2317)
Year to date revenue from the previous year ( 1/1/16 to date report was generated i.e. 8/23/16.)
The Revenue will be broken down into the following categories.
Taxable Rental Revenue
Nontaxable Rental Revenue
Taxable Fees Revenue
Nontaxable Fees Revenue
Taxable Sales Revenue
Nontaxable Sales Revenue
You will also see the following information about your orders that occurred during the same time periods.
Number of Confirmed Orders
Dollar Value of Confirmed Orders
Number of Cancelled Orders
Dollar Value of Cancelled Orders
Order Closing Rate
Dollar Value Closing Rate
Payments Collected (Payments by payment date, not based on orders that occurred within the time period.)
Number of Proposals created
Number of Orders that became confirmed
Number of Orders that became Cancelled
Click on the Reports icon in the upper left corner of your browser window.
From the pop up menu select “Dashboard – Monthly”.
Click “Generate Report”.
The report will download to your computer as a spreadsheet.
We hope this report will give you valuable insights to your business and help you do more of what you love.
See also the Weekly Dashboard Report