Revenue

The metric shows how much money the client brought in for the selected period.

Calculation principle

The system sums up the cost of goods and services from closed orders with full or partial payment and paid sales, taking discounts into account.

Not included in the calculation:

• unpaid orders and orders with statuses “New”, “In progress”, “Deferred”, “Ready”.
• sales for which payment has not been processed

Calculation example

The client had two requests during the period:

1. Order: product $1000, discount $100, and service $2000, discount $500 (closed and paid)
2. Sale: product $100, no discount, and service $1000, discount $100 (not paid)

We calculate separately:

• Order
  • Revenue = 1000 − 100 + 2000 − 500 = $2400
• Sale
  • Sale not paid → $0

Total for the client:

• Revenue for the period = 2400 + 0 = $2400.

Result

Client revenue for the selected period = $2400