Learn in this article what are all the reports available in Holded
How to get there
- Access to Analytics from the toolbar
- Select Reports
- Click on Sales and then Revenue on the sidebar
What is the Revenue report?
Holded provides you with an automated report where all the data about your revenue, either entered by you or generated by the system, is collected.
The difference with the Sales report is that this report not only collects the information related to the merchandise sales accounting account (group 70), but also the data related to all the other accounts belonging to group 7, such as, for example, the 71 (Variation in inventories), 73 (Work carried out for the company), 74 (Subsidies, donations and legacies), 75 (Other management income), 77 (Profits from assets) and 79 (Excesses and provisions).
In summary, this report also collects data on income that is not strictly linked to the sale of a product or service.
Through this report, you will be able to analyse where your company is situated with regard to all your revenue, consult its history and make a projection for its future.
You can filter the information by date, with a maximum time range of 12 months.
You can export each section of the report in Excel or PDF, filter by Tags and choose the graphic display that best suits your needs, between bars and lines.
Click on the star icon to mark the report as your favourite and view it as soon as you enter the Reports section.
What are the available sections in the Revenue report?
This is the main category, where all the data related to your total revenue is gathered, giving you an overview of its status.
The data is broken down as the following:
|Cost||The information about the cost displayed in the product details.
If there would be cost variations, an average will be made between the cost indicated on the product details and the amount displayed in the purchasing documents of that same product.
|Taxes||The total amount of taxes linked to your revenue.|
|Margin||The difference between Sales and Cost.|
|Unities||The number of product units sold.|
|Sales||The total amount without taxes.|
|Total||The sum of Sales and Taxes.|
Check this article and learn more about sales invoices
Revenue by account
This is where the data on your revenue is collected and organized according to all the sales accounting accounts (belonging to the group 7).
Consult this article to know what an accounting account is