Aldo Report - Revision history

Hendry.mwamburi: /* Calculations */

2025-12-02T13:04:27Z

Calculations

← Older revision		Revision as of 15:04, 2 December 2025
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	)</pre>\|\| '''Current Year-to-Date (YTD) Chargeable Weight Booked (kg)''' measures the total '''chargeable weight in kilograms''' from all bookings (type = 8) made '''so far in the current year'''.		)</pre>\|\| '''Current Year-to-Date (YTD) Chargeable Weight Booked (kg)''' measures the total '''chargeable weight in kilograms''' from all bookings (type = 8) made '''so far in the current year'''.
	\|-
	~~\| TBC \|\|<pre>TBC</pre>\|\| TBC~~
	\|}		\|}

2025-12-02T13:03:53Z

Calculations

← Older revision		Revision as of 15:03, 2 December 2025
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	</pre>\|\| '''Current Year-to-Date (YTD) Booked Customers''' counts the number of '''unique customers''' who have a '''booked job''' (type = 8) '''so far in the current year''', excluding any bookings that were lost or deleted.		</pre>\|\| '''Current Year-to-Date (YTD) Booked Customers''' counts the number of '''unique customers''' who have a '''booked job''' (type = 8) '''so far in the current year''', excluding any bookings that were lost or deleted.
	\|-		\|-
	\| ~~TBC~~ \|\|<pre>~~TBC~~</pre>\|\| ~~TBC~~		\| Booked CH Weight (kg) \|\|<pre>CurrentYTD_ChargeableWeight_Booked_kg =
			COALESCE(
			CALCULATE(
			SUM(Quotation[chargeable_weight_kg]),
			FILTER(
			Quotation,
			NOT ISBLANK(Quotation[booked_at]) && -- Only booked quotes
			Quotation[type] = 8
			),
			DATESYTD(Quotation[booked_at])
			),
			0
			)</pre>\|\| '''Current Year-to-Date (YTD) Chargeable Weight Booked (kg)''' measures the total '''chargeable weight in kilograms''' from all bookings (type = 8) made '''so far in the current year'''.
	\|-		\|-
	\| TBC \|\|<pre>TBC</pre>\|\| TBC		\| TBC \|\|<pre>TBC</pre>\|\| TBC
	\|}		\|}

2025-12-02T13:02:12Z

Calculations

@@ Line 403: / Line 403: @@
 )</pre>|| '''Current Year-to-Date (YTD) Gross Profit (EUR – Booked or Confirmed)''' calculates the total '''gross profit in euros''' from all quotations created in the '''current year-to-date''', based on the difference between customer invoice sell total and cost, adjusted for whether the job was booked or only confirmed.
 |-
-| TBC ||<pre>TBC</pre>|| TBC
+| Booked Customers ||<pre>Current YTD Booked Customers =
 |-
 | TBC ||<pre>TBC</pre>|| TBC

2025-12-02T12:57:27Z

Calculations

@@ Line 375: / Line 375: @@
 )</pre>||'''Current Year-to-Date (YTD) Total Revenue (EUR – Booked or Confirmed)''' calculates the total revenue from all quotations created in the '''current year-to-date''', converting amounts to euros based on whether the job was booked or only confirmed.
 |-
-| TBC ||<pre>TBC</pre>|| TBC
+| Booked GP (EUR) ||<pre>Current YTD Gross Profit (EUR Booked or Confirmed) =
 |-
 | TBC ||<pre>TBC</pre>|| TBC

2025-12-02T12:55:50Z

Calculations

← Older revision		Revision as of 14:55, 2 December 2025
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	)</pre>\|\|'''Current Year-to-Date (YTD) Total Revenue (EUR – Booked or Confirmed)''' calculates the total revenue from all quotations created in the '''current year-to-date''', converting amounts to euros based on whether the job was booked or only confirmed.		)</pre>\|\|'''Current Year-to-Date (YTD) Total Revenue (EUR – Booked or Confirmed)''' calculates the total revenue from all quotations created in the '''current year-to-date''', converting amounts to euros based on whether the job was booked or only confirmed.
			\|-
			\| TBC \|\|<pre>TBC</pre>\|\| TBC
			\|-
			\| TBC \|\|<pre>TBC</pre>\|\| TBC
	\|-		\|-
	\| TBC \|\|<pre>TBC</pre>\|\| TBC		\| TBC \|\|<pre>TBC</pre>\|\| TBC

2025-12-02T12:54:01Z

Calculations

← Older revision		Revision as of 14:54, 2 December 2025
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	),		),
	0		0
	)</pre>\|\|		)</pre>\|\|'''Current Year-to-Date (YTD) Total Revenue (EUR – Booked or Confirmed)''' calculates the total revenue from all quotations created in the '''current year-to-date''', converting amounts to euros based on whether the job was booked or only confirmed.
	\|-		\|-
	\| TBC \|\|<pre>TBC</pre>\|\| TBC		\| TBC \|\|<pre>TBC</pre>\|\| TBC

2025-12-02T12:53:23Z

Calculations

@@ Line 349: / Line 349: @@
 )</pre>|| '''Current Year Origin–Destination Count (Booked)''' counts the number of '''unique origin–destination pairs''' for bookings (type = 8) made during the '''current calendar year'''.
 |-
-| TBC ||<pre>TBC</pre>|| TBC
+| Booked Revenue (EUR) ||<pre>Current YTD Total Revenue (EUR Booked or Confirmed) =
 |-
 | TBC ||<pre>TBC</pre>|| TBC

2025-12-02T12:50:32Z

Calculations

@@ Line 335: / Line 335: @@
 )</pre>|| '''Current Year-to-Date (YTD) Total Booking''' measures the number of '''distinct bookings''' (type = 8) made '''so far in the current year''', considering only confirmed bookings.
 |-
-| TBC ||<pre>TBC</pre>|| TBC
+| Booked Routes (O + D) ||<pre>CurrentYear_OriginDest_Count_Booked =
 |-
 | TBC ||<pre>TBC</pre>|| TBC

2025-12-02T12:43:24Z

Calculations

@@ Line 321: / Line 321: @@
 </pre>|| '''Current Year-to-Date (YTD) Quoted Customers''' counts the number of '''unique customers''' who have received a quote (type = 8) '''so far in the current year''', considering only valid quotation records.
 |-
-| TBC ||<pre>TBC</pre>|| TBC
+| Booking ||<pre>Current YTD Total Booking =
 |-
 | TBC ||<pre>TBC</pre>|| TBC

2025-12-02T12:40:58Z

Calculations

← Older revision		Revision as of 14:40, 2 December 2025
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	</pre>\|\| '''Current Year-to-Date (YTD) Quoted Customers''' counts the number of '''unique customers''' who have received a quote (type = 8) '''so far in the current year''', considering only valid quotation records.		</pre>\|\| '''Current Year-to-Date (YTD) Quoted Customers''' counts the number of '''unique customers''' who have received a quote (type = 8) '''so far in the current year''', considering only valid quotation records.
			\|-
			\| TBC \|\|<pre>TBC</pre>\|\| TBC
			\|-
			\| TBC \|\|<pre>TBC</pre>\|\| TBC
			\|-
			\| TBC \|\|<pre>TBC</pre>\|\| TBC
			\|-
			\| TBC \|\|<pre>TBC</pre>\|\| TBC
	\|-		\|-
	\| TBC \|\|<pre>TBC</pre>\|\| TBC		\| TBC \|\|<pre>TBC</pre>\|\| TBC
	\|}		\|}