Overview
The Customer Profitability - Revenue dashboard provides an overview of customer invoicing, job revenue, site revenue, profitability, chargeable job spend, and revenue versus cost performance. It allows users to analyse revenue and profitability across customers, sites, cost codes, job types, and different time periods.
Users can apply filters to focus the dashboard on specific customers, invoice dates, completed dates, sites, or job cost codes. The visualisations will automatically refresh based on the selected filters.
Accessing the Report
To open the Customer Profitability - Revenue dashboard:
From the navigation menu, click Self Service.
Open the All Standard Dashboards folder.
Locate Customer Profitability - Revenue.
Click Preview to open the dashboard.
Apply any desired filters. The dashboard will automatically refresh based on the selected filters.
This report contains 6 pages:
Customer Invoicing
Customer Revenue
Site Revenue
Profitability / Performance
Chargeable Job Spend
Revenue Cost Analysis
1. Customer Invoicing
The Customer Invoicing page provides an overview of invoice values by customer and allows users to analyse invoicing trends across different periods.
Dashboard Filters
Invoice Date
Filters the dashboard by a selected invoice date range using a start and end date.
Customer
Filters the results by customer name and customer number.
Job Cost Code
Filters the results by the job cost code associated with the work.
KPI Charts
Top 3
Displays the three customers with the highest total invoice value based on the selected filters.
Bottom 3
Displays the three customers with the lowest total invoice value based on the selected filters.
Sum of Invoice Total
Displays the total value of invoices within the selected filters.
Tab Container
Totals
Pivot Table
Total – Sum of invoice total.
Customer – Customer name.
This view provides the total invoiced value for each customer.
Year / Month
Pivot Table
Total – Sum of invoice total.
Invoice Date – Invoice year and month.
Customer – Customer name.
This view provides a monthly breakdown of invoice totals by customer.
By Year
Pivot Table
Total – Sum of invoice total.
Customer – Customer name.
Invoice Date – Invoice year.
This view compares customer invoice totals across different years.
Quarter
Pivot Table
Total – Sum of invoice total.
Customer – Customer name.
Invoice Date – Invoice quarter.
This view compares customer invoice totals by quarter.
Column Chart
Values: Sum of base invoice total
Axis: Invoice Date – Year, then Month
Legend: Customer account name
Displays monthly invoice totals and allows comparison between customers.
Stacked Bar Chart - Best Month on Year
Values: Sum of base invoice total
Axis: Invoice Date – Month
Legend: Invoice Date – Year
Compares invoice totals for each month across different years, helping identify the strongest-performing months.
Stacked Column Chart
Values: Sum of invoice total
Axis: Customer account name
Legend: Invoice Date – Year
Displays customer invoice totals with a yearly breakdown.
2. Customer Revenue
The Customer Revenue page provides an overview of revenue generated from jobs and allows users to compare open and completed job revenue across customers and time periods.
Dashboard Filters
Completed Date
Filters the results by a selected completed date range using a start and end date.
Customer
Filters the results by customer name and customer number.
Job Cost Code
Filters the results by the job cost code associated with the job.
KPI Charts
Revenue
Displays the total job revenue for the selected filters.
Open Jobs
Displays job revenue from jobs currently in Issued or Unissued states.
Closed Jobs
Displays job revenue from jobs in Completed, Invoiced, or Submitted states.
Column Chart - Customer Job Totals
Values: Sum of job revenue
Axis: Completed Date – Year, then Quarter
Legend: Account and No.
Displays job revenue by customer across different quarters.
Line Chart
Values: Sum of job revenue
Legend: Account and No.
Shows revenue trends for each customer.
Pivot Table
Values: Sum of job revenue
Rows: Completed Date – Year
Columns: Account and No.
Provides a yearly comparison of job revenue across customers.
Pie Chart - Sum of Job Revenue by Account and No.
Values: Sum of job revenue
Legend: Account and No.
Shows the proportion of total job revenue contributed by each customer.
Stacked Column Chart
Values: Sum of job revenue
Axis: Completed Date – Year, then Month
Legend: Account and No.
Displays monthly job revenue by customer. This chart excludes records where the completed date year is NULL.
3. Site Revenue
The Site Revenue page provides a detailed view of revenue generated at individual customer sites and compares different revenue categories.
Dashboard Filter
Customer
Filters the results by customer name and customer number.
Stacked Column Chart
Values: Sum of base invoice total
Axis: Invoice Date – Year, then Month
Legend: Site
Displays invoice revenue by site over time.
Stacked Column Chart - Site
Values: Sum of job revenue with fixed price
Axis: Site
Displays fixed-price job revenue for each site.
Pivot Table 1
Values:
Job Revenue with Fixed Price – Sum of job revenue associated with fixed-price work.
Revenue – Sum of total job revenue.
Fixed Price Revenue – Sum of revenue generated from fixed-price work.
Rows: Site
Provides a comparison of overall revenue and fixed-price revenue by site.
Pivot Table 2
Values:
Job Revenue Includes Fixed Price – Job revenue including fixed-price revenue.
Fixed Price – Fixed-price revenue.
Revenue Total – Total revenue.
Labour – Revenue associated with labour.
Miscellaneous – Revenue associated with miscellaneous charges.
Stock Parts – Revenue associated with stock parts.
Travel – Revenue associated with travel charges.
Rows: Site
Provides a more detailed breakdown of revenue components for each site.
4. Profitability / Performance
The Profitability / Performance page provides an overview of job profit and highlights the highest- and lowest-performing customers.
KPI Charts
Profit
Displays the total job profit within the selected filters.
Completed Jobs
Displays job profit from jobs in Completed, Invoiced, or Submitted states.
Open Jobs
Displays job profit from jobs in Issued or Unissued states.
Performance KPI Charts
Bottom 3 Poor Performers – Displays the three customers with the lowest job profit.
Top 10 Performers – Displays the ten customers with the highest job profit.
Pie Chart - Profit by Account
Values: Sum of job profit
Legend: Account and No.
Shows the contribution of each customer to the overall job profit.
Stacked Column Chart - Best Month on Year
Values: Sum of job profit
Axis: Completed Date – Month
Legend: Completed Date – Year
Compares monthly profit across different years. Records without a completed month are excluded.
Combined Chart
Values: Sum of job profit
Axis: Account and No.
Displays job profit by customer for performance comparison.
Pie Chart - Markup by Cost Code
Values: Sum of job markup
Legend: Job Cost Code
Shows the distribution of markup across different job cost codes.
Pivot Table 1
Values: Sum of job profit
Rows: Cost Code
This view provides job profit by cost code and is filtered to active completed repair jobs.
Pivot Table 2
Values:
Labour Profit – Profit generated from labour.
Misc Profit – Profit generated from miscellaneous charges.
Stock Parts Profit – Profit generated from stock parts.
Travel Profit – Profit generated from travel charges.
Job Profit – Total job profit.
Rows: Account and No.
Provides a breakdown of customer profitability by revenue/cost component.
5. Chargeable Job Spend
The Chargeable Job Spend page provides an overview of revenue and costs associated with chargeable jobs, including a breakdown by cost code and equipment make/model.
KPI Kanban
Values: Revenue – Sum of job revenue
Category: Job Cost Code
Displays job revenue grouped by cost code.
Pie Chart - Chargeable Job Spend
Values: Sum of job cost
Legend: Account and No.
Trellis Columns: Job Cost Code
Shows job spend by customer and cost code. The chart is filtered by completed date year.
Line Chart - Chargeable Job Spend
Values: Sum of job revenue
Axis: Job Cost Code
Legend: Completed Date – Year
Shows revenue trends by cost code across different years. Records without a completed date are excluded.
Column Chart - Chargeable Job Spend
Values: Sum of job cost
Axis: Completed Date – Year, then Month
Legend: Job Cost Code
Displays monthly job costs by cost code. Records without a completed date year are excluded.
Column Chart - Chargeable Job Spend Make & Model
Values: Sum of job cost
Axis: Make & Model
Legend: Job Cost Code
Displays job costs by equipment make and model, grouped by cost code. Blank make/model records are excluded.
Pivot Table
Values:
Fixed Price – Cost/revenue associated with fixed-price work.
Cost Total – Total job cost.
Labour – Labour cost.
Miscellaneous – Miscellaneous cost.
Stock Parts – Cost associated with stock parts.
Rows: Cost Code
Provides a detailed breakdown of job spend by cost code.
6. Revenue Cost Analysis
The Revenue Cost Analysis page compares job revenue, costs, markup, and profit to help users assess overall financial performance.
KPI Charts
Revenue
Displays the total job revenue.
Costs
Displays the total job costs.
Markup
Displays the total job markup.
Profit
Displays the total job profit.
Line Chart - Profit
Values: Sum of job profit
Axis: Completed Date – Year, then Month
Legend: Account and No.
Shows monthly profit trends for each customer. Records without a completed date year are excluded.
Line Chart - Job Cost V Revenue by Completed Date
Values:
Sum of job cost
Sum of job revenue
Axis: Completed Date – Year, then Month
Provides a comparison between job costs and revenue over time.
Combined Chart
Left Value Axis: Sum of job cost
Right Value Axis: Sum of job revenue
Axis: Account and No.
Compares costs and revenue for each customer. Records without a completed date year are excluded.
Stacked Column Chart
Values: Sum of job revenue
Axis: Completed Date – Year
Legend: Completed Date – Month
Displays the monthly breakdown of job revenue across each year. Records without a completed date year are excluded.
Pivot Table
Values: Sum of job markup
Rows: Cost Code / Task Cost Code
Provides the total markup generated for each task cost code.
Final Remarks
The Customer Profitability - Revenue dashboard provides a comprehensive view of customer financial performance across invoicing, job revenue, site revenue, profitability, chargeable job spend, and revenue versus cost analysis.
Users can use the available filters and visualisations to identify high- and low-performing customers, compare revenue across different periods, review costs and markup, and analyse profitability by customer, site, equipment, and cost code.
The dashboard is intended to support financial and operational analysis by providing a consolidated view of revenue, costs, and profitability across the business.