Revenue - company
A simple report that displays revenue per company. The data is fetched from invoices and credit notes, meaning that the selected period will consider the invoice date and credit note date. This means that the totals will be the sum of the invoice lines minus the sum of credit note lines, where totals are calculated by the company.
Below is a description of each column in the report.
| Title | Description |
|---|---|
| Customer no. | Customer number. |
| Company | Company name. |
| Invoices | Number of invoices. |
| Total invoice | Total value of the invoices excluding VAT. |
| Credit notes | Number of credit notes. |
| Total credit note | Total value of the credit notes excluding VAT. |
| Revenue excl. VAT | Total invoice – Total credit note |
| VAT | Value added tax. |
| Revenue incl. VAT | Revenue excl. VAT + VAT |
| Currency | Currency used in the report. |
Revenue - company / month
A report to show revenue grouped by companies, where the revenue will be shown per month.
The period criteria consider invoice date and credit note date.
| Column | Description |
|---|---|
| Customer no. | Customer number in RecMan. |
| Company | Name of the company. |
| Jan 2024 – Dec 2024 | Revenue by month. |
| Total | Total sum of revenue. |
| Currency | Currency used in the report. |
Revenue - department
A simple report that displays revenue grouped by department. The data is summarised from invoices and credit notes, meaning that the selected period will consider invoice date and credit note date. This means that the totals will be the sum of invoice lines minus the sum of credit note lines.
Below is a description of each column in the report.
| Title | Description |
|---|---|
| Department | Department name. |
| No. of invoices | The number of invoices. |
| No. of credit notes | The number of credit notes. |
| Unique company (invoice) | The number of companies that have been invoiced. |
| Unique company (credit note) | The number of companies where a credit note has been generated. |
| Total invoice excl. VAT | Total of invoice excluding VAT. |
| Total credit note excl. VAT | Total of credit note excluding VAT. |
| Revenue excl. VAT | Total invoice excl. VAT – Total credit note excl. VAT |
| VAT | Value-added tax. |
| Revenue incl. VAT | Revenue excl. VAT + VAT |
| Currency | Currency used in the report. |
Revenue - product
A simple report which displays revenue per product grouped by department. The data are fetched from invoices and credit notes, meaning that the selected period will consider the invoice date and credit note date. This means that the totals will be the sum of the invoice lines minus the sum of the credit note lines, where totals are calculated by the department as well as the product. In this report, you will have the option of generating it with products listed vertically or horizontally.
| Column | Description |
|---|---|
| Department | Name of the department. |
| Product | Name of the product. |
| Product group | Name of the product group. |
| Jan 2024 – Dec 2024 | Revenue by month. |
| Total | Total sum of revenue for this row or column. |
| Currency | Currency used in the report. |
| Percent | Percentage of this product revenue. |
Revenue - product group / month
This report shows the revenue of different product groups in your system, where the revenue will be shown per month. It consists of two sheets where Department will group the revenue by department, whereas Co-worker will group the revenue by a responsible co-worker on the project. Both sheets will include totals and sum totals.
The period criteria consider invoice date and credit note date.
| Column | Description |
|---|---|
| Department | Name of the department. |
| Co-worker | Name of the co-worker. |
| Product group | Name of the product group. |
| Jan 2024 – Dec 2024 | Revenue by month. |
| Total | Total sum of revenue. |
| Currency | Currency used in the report. |