Dashboard: Revenue Queries

With respect to how Financial Figures on the Dashboard are calculated, these figures are purely an estimate of recurring revenue. The calculation is based on recurring subscriptions and if there are some quarterly or yearly products the monthly figure is calculated, and added to the revenue total.

The dashboard will only report on current customers, so it will exclude any customers that are “post” due to SAND.

Also in terms of product details the "Subscription Default Type” ‘Recurring’ will only be taken into account and only subscriptions under the “Subscription Default Cycles” will be taken into account if there are cycles left.

Fig 1 Product Details affecting Dashboard Revenue Figures

Note that the dashboard figures should never be used in your accounts. The Totals Report should be used as these reflect the actual true accounts movements and are the figures that need to be used when journaling across to your accounts system.

Possible reasons for discrepancies:

  • disconnected customers i.e. revenue lost - invoices created for customers who are no longer in 'current' as of today! (and as such would not be included in the Dashboard calculation)

  • Import/Dynamic products - VOICE billing (CDR based) is not included in Dashboard as it would not be possible to calculate that on fly.

  • Once off recurring subscriptions that were used up in the previous month - within a month that should be quite accurate, but across months it might lead to "jumps" in between months

  • discrepancies will come from product upgrades

  • custom invoices - these will never reflect on Dashboard

  • some customers are not yet invoiced - this would cause discrepancies within a current month (as Dashboard shows for full month compared to Totals on invoices that were generated so far)

The above covers 95% of scenario's that could cause a discrepancy.

Published Date: [05-August-2020]

Updated Date: [02-February-2021] [AS] [MG]

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