Purpose of the Report
The Revenue by Site dashboard is designed to provide insight into the financial performance of customer sites by analysing revenue generated from completed work. The dashboard enables users to compare revenue across different sites, customers, and job categories, helping identify high-performing locations and areas that contribute most to business revenue.
By combining revenue analysis, site-level comparisons, and detailed job information, the report supports financial monitoring, customer account reviews, and operational decision-making.
How to Access the Dashboard
From the main navigation menu, select the Self Service module.
Open the All Standard Dashboards folder.
Locate Revenue by Site.
Click Preview to open the dashboard.
Apply any desired filters. The dashboard will automatically refresh based on the filters selected.
Dashboard Filters & Descriptions
The dashboard includes several filters that allow users to refine results and focus on specific sites, customers, and reporting periods.
Completed Date
Type: Date range selector
Default Value: Current Year
Description: Filters the report based on the date jobs were completed. By default, the dashboard displays data for the current year, but users can select a custom date range to analyse revenue over different periods.
Site
Type: Drop-down selection
Description: Filters the dashboard to display revenue information for a selected site. This is useful when reviewing the financial performance of a specific customer location.
Customer
Type: Drop-down selection
Description: Filters the dashboard by customer account, allowing users to analyse revenue generated across all sites associated with a selected customer.
Job Cost Code
Type: Multi-dimensional slicer
Description: Filters the dashboard by job cost code or charge code. This allows users to analyse revenue generated from specific categories of work, services, or billing types.
Column Chart – Completed Job Revenue by Site
The Completed Job Revenue by Site chart provides a visual comparison of revenue performance across customer sites.
How It Works
Groups data by Site Name.
Displays Charge, Cost, and Revenue values for each site.
Allows users to compare site profitability and revenue contribution.
Highlights sites generating the highest levels of revenue.
Chart Values
Charge
Cost
Sum of Revenue
Category Axis
Site Name
Applied Filters
The chart excludes jobs with the following statuses:
Cancelled
Issued
Unissued
As a result, the chart includes only jobs with the following states:
Submitted
Completed
Invoiced
Use Case Examples
Compare revenue performance between customer sites.
Identify high-value service locations.
Monitor profitability at site level.
Support customer account reviews and business planning activities.
Analyse trends in revenue generation across different operational locations.
Pivot Table – Revenue by Site
The pivot table provides a summarised view of revenue grouped by customer account and site.
Row Fields
Field | Description |
Account | Customer account associated with the job. |
Site Name | Site or location where the work was performed. |
Value Fields
Field | Description |
Revenue | Total revenue generated from jobs associated with the account and site. |
Use Case Examples
Analyse revenue by customer and site.
Compare site performance within a customer account.
Identify key revenue-generating locations.
Support financial reporting and account management activities.
Column Field Definitions (Data Table)
The detailed data table provides job-level revenue information supporting the dashboard analysis.
Column Name | Description |
Site | Name of the site where the work was carried out. |
Job No. | Unique identifier assigned to the job. |
Rate | Rate type used for costing and charging the job. |
Revenue | Revenue generated from the job based on applicable charging and costing calculations. |
Data Analysis Features
The dashboard allows users to analyse revenue at multiple levels:
Customer level through the Customer filter.
Site level through the Site filter and chart grouping.
Job category level through the Job Cost Code filter.
Individual job level through the detailed data table.
This layered approach enables users to move from high-level revenue analysis down to the supporting job records.
Final Remarks
The Revenue by Site dashboard provides valuable visibility into the financial performance of customer locations by highlighting revenue generation across sites and accounts. Through its combination of site-level comparisons, revenue summaries, and detailed job information, the dashboard helps users understand where revenue is being generated and which locations contribute most to business performance.
Regular review of this dashboard can support account management, financial planning, profitability analysis, and strategic decision-making by providing clear insight into customer site performance and revenue trends.