Quarterly - Revision history

Hendry.mwamburi: /* Calculations */

2025-11-28T08:51:59Z

Calculations

← Older revision		Revision as of 10:51, 28 November 2025
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	\|-		\|-
	\| ~~Routes (o +D)~~ \|\|<pre>~~Origin_dest_Coount quoted~~ =		\| Booked Customers Current year \|\|<pre>Current YTD Booked Customers =
	COALESCE(		COALESCE(
	CALCULATE(		CALCULATE(
	DISTINCTCOUNT(Quotation[~~Origin _ Destination~~]),		DISTINCTCOUNT('Quotation'[customer_id]),
	NOT ISBLANK(Quotation[~~quoted_at~~]),		FILTER(
	Quotation[~~type~~] =8),0)</pre>\|\| This measure calculates the number of ~~unique <code>Origin _ Destination</code> entries from~~ the ~~<code>Quotation</code> table where a quotation has been provided (<code>quoted_at</code> is not blank) and~~ the ~~quotation <code>type</code> equals 8. If no such entries exist~~, ~~the measure returns 0~~.		'Quotation',
			NOT ISBLANK('Quotation'[customer_id]) &&
			NOT ISBLANK('Quotation'[booked_at]) &&
			ISBLANK('Quotation'[lost_at]) &&
			ISBLANK('Quotation'[deleted_at])
			),
			DATESYTD('Quotation'[booked_at])
			),
			0
			)</pre>\|\| This measure calculates the '''year-to-date (YTD) total number of distinct customers with booked quotations''' for the current year. It excludes lost or deleted quotations to ensure the metric reflects active, confirmed bookings.

	\|-		\|-

Hendry.mwamburi: /* Calculations */

2025-11-28T08:49:20Z

Calculations

← Older revision		Revision as of 10:49, 28 November 2025
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	)</pre>\|\| This measure calculates the '''year-to-date (YTD) total number of distinct quotations''' for the '''current year''', considering only valid quotations of type '''8'''. It provides a running count of quotations issued from the start of the current year up to today.		)</pre>\|\| This measure calculates the '''year-to-date (YTD) total number of distinct quotations''' for the '''current year''', considering only valid quotations of type '''8'''. It provides a running count of quotations issued from the start of the current year up to today.
	\|-		\|-
	\| ~~Routes (o +D)~~ \|\|<pre>~~Origin_dest_Coount quoted~~ =		\| Total booking Current Year \|\|<pre>Current YTD Total Booking =
	COALESCE(		COALESCE(
	CALCULATE(		CALCULATE(
	DISTINCTCOUNT(Quotation[~~Origin _ Destination~~]),		DISTINCTCOUNT(Quotation[id]),
	NOT ISBLANK(Quotation[~~quoted_at~~]),		FILTER(
	Quotation[type] =8),0)</pre>\|\| This measure calculates the number of ~~unique <code>Origin _ Destination</code> entries from~~ the ~~<code>Quotation</code> table where a quotation has been provided (<code>quoted_at</code> is not blank) and the quotation <code>~~type~~</code> equals~~ 8. ~~If no such entries exist,~~ the ~~measure returns 0~~.		Quotation,
			NOT ISBLANK(Quotation[booked_at]) &&
			Quotation[type] = 8
			),
			DATESYTD(Quotation[booked_at])
			),
			0
			)</pre>\|\| This measure calculates the '''year-to-date (YTD) total number of bookings''' for the '''current year''', considering only valid quotations of type '''8''' that have been booked. It provides a running count of confirmed bookings from the start of the year up to the current date.

	\|-		\|-

Hendry.mwamburi: /* Calculations */

2025-11-28T08:41:33Z

Calculations

@@ Line 257: / Line 257: @@
 )</pre>|| This measure calculates the '''year-to-date (YTD) total number of distinct quotations''' for the '''current year''', considering only valid quotations of type '''8'''. It provides a running count of quotations issued from the start of the current year up to today.
 |-
 | Routes (o +D) ||<pre>Origin_dest_Coount quoted =
@@ Line 264: / Line 272: @@
      NOT ISBLANK(Quotation[quoted_at]),
      Quotation[type] =8),0)</pre>|| This measure calculates the number of unique <code>Origin _ Destination</code> entries from the <code>Quotation</code> table where a quotation has been provided (<code>quoted_at</code> is not blank) and the quotation <code>type</code> equals 8. If no such entries exist, the measure returns 0.
 |}

Hendry.mwamburi: /* Calculations */

2025-11-28T08:39:29Z

Calculations

← Older revision		Revision as of 10:39, 28 November 2025
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	)</pre>\|\| This measure calculates the '''total gross profit in euros''' for quotations that were '''booked or confirmed''' in the '''previous year'''. It includes only quotations with a valid quotation date and applies a year-over-year time filter using the calendar table.		)</pre>\|\| This measure calculates the '''total gross profit in euros''' for quotations that were '''booked or confirmed''' in the '''previous year'''. It includes only quotations with a valid quotation date and applies a year-over-year time filter using the calendar table.
	\|-		\|-
	\| Total ~~Margin%~~ \|\|<pre>~~Margin (%)~~ =		\| Total Quotes Current Year \|\|<pre>Current YTD Total Quotes =
	~~DIVIDE~~(		COALESCE(
	[~~Total Revenue~~ (~~EUR Booked or Confirmed~~)] - [~~Total Cost (EUR booked or confirmed~~)],		CALCULATE(
	~~[Total Revenue (EUR Booked or Confirmed~~)],		DISTINCTCOUNT(Quotation[id]),
			FILTER(
			Quotation,
			NOT ISBLANK(Quotation[quoted_at]) &&
			Quotation[type] = 8
			),
			DATESYTD(Quotation[quoted_at])
			),
	0		0
	) </pre>\|\| ~~<code>Margin~~ (%)~~</code> calculates~~ the ~~profitability percentage~~ of ~~booked or confirmed jobs by comparing revenue against cost~~.		)</pre>\|\| This measure calculates the '''year-to-date (YTD) total number of distinct quotations''' for the '''current year''', considering only valid quotations of type '''8'''. It provides a running count of quotations issued from the start of the current year up to today.
	\|-		\|-
	\| Routes (o +D) \|\|<pre>Origin_dest_Coount quoted =		\| Routes (o +D) \|\|<pre>Origin_dest_Coount quoted =

Hendry.mwamburi: /* Calculations */

2025-11-28T08:27:50Z

Calculations

← Older revision		Revision as of 10:27, 28 November 2025
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	</pre>\|\| This measure calculates the '''number of distinct customers who received quotations''' in the '''previous calendar year''' for quotation type '''8'''. Only valid, issued quotations are counted, providing a clear view of customer engagement in the prior year.		</pre>\|\| This measure calculates the '''number of distinct customers who received quotations''' in the '''previous calendar year''' for quotation type '''8'''. Only valid, issued quotations are counted, providing a clear view of customer engagement in the prior year.
	\|-		\|-
	\| ~~Total Revenue quoted in~~ euro \|\|<pre>~~Revenue Quoted~~ EUR =		\| Previous Year Gross Profit euro \|\|<pre>Previous Year Gross Profit (EUR booked or Confirmed) =
	COALESCE(		COALESCE(
	CALCULATE(		CALCULATE(
	SUM('Quotation'[reporting_db quote_revenue.Quoted_customer_invoice_currency_sell_total_Euro]),		SUM('Quotation'[reporting_db quote_revenue.Quoted_customer_invoice_currency_sell_total_Euro]) -
	NOT ISBLANK(Quotation[quoted_at])),0)</pre>\|\| ~~<code>Revenue Quoted (EUR)</code>~~ calculates the total ~~quoted revenue~~ in euros for ~~all~~ valid ~~quotes~~.		SUM('Quotation'[reporting_db quote_revenue.Quoted_customer_invoice_currency_cost_total_Euro]),
			NOT ISBLANK('Quotation'[reporting_db quote_revenue.quoted_at]),
			SAMEPERIODLASTYEAR('DimDate (2)'[Date])
			),
			0
			)</pre>\|\| This measure calculates the '''total gross profit in euros''' for quotations that were '''booked or confirmed''' in the '''previous year'''. It includes only quotations with a valid quotation date and applies a year-over-year time filter using the calendar table.
	\|-		\|-
	\| Total Margin% \|\|<pre>Margin (%) =		\| Total Margin% \|\|<pre>Margin (%) =

Hendry.mwamburi: /* Calculations */

2025-11-28T08:24:52Z

Calculations

← Older revision		Revision as of 10:24, 28 November 2025
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	</pre>\|\| This measure calculates the '''total quoted gross profit in euros''' for all quotations created in the '''previous calendar year'''. Only quotations with a valid quotation date are included, and each quotation’s gross profit is converted to EUR using its specific quoted exchange rate.		</pre>\|\| This measure calculates the '''total quoted gross profit in euros''' for all quotations created in the '''previous calendar year'''. Only quotations with a valid quotation date are included, and each quotation’s gross profit is converted to EUR using its specific quoted exchange rate.
	\|-		\|-
	\| ~~Chargeable weight quoted in kg~~ \|\|<pre>~~Chargeable_Weight quoted kg~~ =		\| Previous Year Booked Customers \|\|<pre>Previous Year Quoted CustomersB =
	COALESCE(		COALESCE(
	CALCULATE(		CALCULATE(
	~~SUM~~(Quotation[~~chargeable_weight_kg~~]),		DISTINCTCOUNT(Quotation[customer_id]),
	NOT ISBLANK(Quotation[quoted_at]),		FILTER(
	Quotation[type]=8),0)</pre>\|\| ~~<code>Chargeable_Weight Quoted (kg)</code>~~ calculates the ~~total chargeable weight~~, in ~~kilograms, associated with all valid quoted shipments~~.		Quotation,
			NOT ISBLANK(Quotation[quoted_at]) &&
			NOT ISBLANK(Quotation[id]) &&
			Quotation[type] = 8 &&
			YEAR(Quotation[created_at]) = YEAR(TODAY()) - 1
			)
			),
			0)
			</pre>\|\| This measure calculates the '''number of distinct customers who received quotations''' in the '''previous calendar year''' for quotation type '''8'''. Only valid, issued quotations are counted, providing a clear view of customer engagement in the prior year.
	\|-		\|-
	\| Total Revenue quoted in euro \|\|<pre>Revenue Quoted EUR =		\| Total Revenue quoted in euro \|\|<pre>Revenue Quoted EUR =

Hendry.mwamburi: /* Calculations */

2025-11-28T08:14:19Z

Calculations

← Older revision		Revision as of 10:14, 28 November 2025
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	</pre>\|\| This measure calculates the '''total quoted revenue in euros''' for all quotations created in the '''previous calendar year'''. Only quotations with a valid quotation date are included, ensuring the metric reflects actual issued quotations.		</pre>\|\| This measure calculates the '''total quoted revenue in euros''' for all quotations created in the '''previous calendar year'''. Only quotations with a valid quotation date are included, ensuring the metric reflects actual issued quotations.
	\|-		\|-
	\| ~~Direct Booking~~ \|\|<pre>~~Direct Booking~~ =		\| Previous year Gross profit euro quoted \|\|<pre>Previous Year Quoted Gross Profit (EUR) =
	COALESCE(		COALESCE(
	~~CALCULATE~~(		SUMX(
	~~DISTINCTCOUNT~~(~~Quotation[id])~~,		FILTER(
	NOT ISBLANK(~~Quotation~~[quoted_at]),		'Dimreporting_db quotation_totals',
	~~NOT ISBLANK~~(~~Quotation~~[~~booked_at~~]),		NOT ISBLANK('Dimreporting_db quotation_totals'[quoted_at]) &&
	~~Quotation~~[~~type~~] ~~= 8~~		YEAR('Dimreporting_db quotation_totals'[created_at]) = YEAR(TODAY()) - 1
	),0)</pre>\|\| ~~<code>Direct BookingB</code> measures~~ the ~~number of unique quotes that were directly converted into bookings~~. ~~These~~ are ~~cases where a quote was issued~~ and ~~subsequently booked without being lost or deleted~~.		),
			('Dimreporting_db quotation_totals'[customer_invoice_currency_sell_total]
			- 'Dimreporting_db quotation_totals'[customer_invoice_currency_cost_total])
			/ 'Dimreporting_db quotation_totals'[quoted_customer_invoice_currency_to_euro_exchange_rate]
			),
			0)
			</pre>\|\| This measure calculates the '''total quoted gross profit in euros''' for all quotations created in the '''previous calendar year'''. Only quotations with a valid quotation date are included, and each quotation’s gross profit is converted to EUR using its specific quoted exchange rate.
	\|-		\|-
	\| Chargeable weight quoted in kg \|\|<pre>Chargeable_Weight quoted kg =		\| Chargeable weight quoted in kg \|\|<pre>Chargeable_Weight quoted kg =

Hendry.mwamburi: /* Calculations */

2025-11-28T08:07:50Z

Calculations

← Older revision		Revision as of 10:07, 28 November 2025
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	0)</pre>\|\| This measure calculates the '''number of distinct customers who received quotations''' in the '''previous calendar year'''. It considers only valid, issued quotations of type '''8''', ensuring an accurate count of actively quoted customers.		0)</pre>\|\| This measure calculates the '''number of distinct customers who received quotations''' in the '''previous calendar year'''. It considers only valid, issued quotations of type '''8''', ensuring an accurate count of actively quoted customers.
	\|-		\|-
	\| ~~Won Quote %~~ \|\|<pre>~~Won Quote24 %~~ =		\| Previous year Revenue quoted euro \|\|<pre>Previous Year Revenue Quoted EUR =
	COALESCE(		COALESCE(
	~~VAR TotalQuotes =~~		CALCULATE(
	CALCULATE(		SUM(Quotation[reporting_db quote_revenue.Quoted_customer_invoice_currency_sell_total_Euro]),
	~~DISTINCTCOUNT~~(Quotation[id]),		FILTER(
	~~NOT ISBLANK~~(~~Quotation[quoted_at]),~~		Quotation,
	Quotation~~[type] = 8~~,		NOT ISBLANK(Quotation[quoted_at]) &&
	ISBLANK(Quotation[~~deleted_at~~]),		YEAR(Quotation[created_at]) = YEAR(TODAY()) - 1
	~~ISBLANK~~(Quotation[~~lost_at~~]),
	~~Quotation[created_at] >~~= ~~DATE~~(~~2024, 1,~~ 1)
	)		)
			),
	~~VAR ConvertedBookings =~~		0)
	~~CALCULATE(~~		</pre>\|\| This measure calculates the '''total quoted revenue in euros''' for all quotations created in the '''previous calendar year'''. Only quotations with a valid quotation date are included, ensuring the metric reflects actual issued quotations.
	~~DISTINCTCOUNT(Quotation[id]),~~
	~~NOT ISBLANK(Quotation[quoted_at]),~~
	~~NOT ISBLANK(Quotation[booked_at]~~),
	~~Quotation[type] = 8,~~
	~~ISBLANK(Quotation[deleted_at]),~~
	~~ISBLANK(Quotation[lost_at]),~~
	~~Quotation[created_at] >= DATE(2024, 1, 1)~~
	)

	~~RETURN DIVIDE(ConvertedBookings, TotalQuotes,~~ 0)
	~~,0)~~</pre>\|\| ~~The formula~~ calculates the ~~conversion rates of quotes showing quotes that successfully resulted~~ in ~~booked or confirmed bookings~~.
	\|-		\|-
	\| Direct Booking \|\|<pre>Direct Booking =		\| Direct Booking \|\|<pre>Direct Booking =

Hendry.mwamburi: /* Calculations */

2025-11-28T08:04:34Z

Calculations

← Older revision		Revision as of 10:04, 28 November 2025
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	)</pre>\|\| This measure calculates the '''total quoted chargeable weight (in kilograms)''' for all quotations created in the '''previous calendar year'''. Only quotations with a valid quotation date are included, ensuring the metric reflects confirmed, issued quotations for the period.		)</pre>\|\| This measure calculates the '''total quoted chargeable weight (in kilograms)''' for all quotations created in the '''previous calendar year'''. Only quotations with a valid quotation date are included, ensuring the metric reflects confirmed, issued quotations for the period.
	\|-		\|-
	\| Quoted Customers \|\|<pre>Quoted ~~Customers~~ =		\| Previous Year Quoted Customers \|\|<pre>Previous Year Quoted CustomersB =
	COALESCE(		COALESCE(
	CALCULATE(		CALCULATE(
	DISTINCTCOUNT(Quotation[customer_id]),		DISTINCTCOUNT(Quotation[customer_id]),
	NOT ISBLANK(Quotation[quoted_at])&&		FILTER(
	NOT ISBLANK(Quotation[id]),		Quotation,
	Quotation[type]=8),0)</pre>\|\| ~~Calculates~~ the number of ~~unique~~ customers who received ~~at least one valid quote~~		NOT ISBLANK(Quotation[quoted_at]) &&
	~~The measure counts distinct <code>Quotation[customer_id]</code> values where all of the following conditions are met:~~		NOT ISBLANK(Quotation[id]) &&
			Quotation[type] = 8 &&
	* '''~~Quoted timestamp is not blank~~''' ~~(<code>quoted_at</code> is not null)~~		YEAR(Quotation[created_at]) = YEAR(TODAY()) - 1
	* '''~~Quotation ID is not blank~~''' ~~(<code>id</code> is not null)~~		)
	* '''Quotation type equals 8'''		),
			0)</pre>\|\| This measure calculates the '''number of distinct customers who received quotations''' in the '''previous calendar year'''. It considers only valid, issued quotations of type '''8''', ensuring an accurate count of actively quoted customers.
	~~If no records match these conditions~~, ~~the measure returns '''0'''~~.
	\|-		\|-
	\| Won Quote % \|\|<pre>Won Quote24 % =		\| Won Quote % \|\|<pre>Won Quote24 % =

Hendry.mwamburi: /* Calculations */

2025-11-28T08:01:04Z

Calculations

← Older revision		Revision as of 10:01, 28 November 2025
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	0)</pre>\|\| This measure returns the number of '''distinct quotations booked in the previous calendar year'''. It filters out deleted or lost quotations and restricts the count to a specific quotation type. The calculation ensures year-over-year reporting aligns with the exact boundaries of the previous and current years.		0)</pre>\|\| This measure returns the number of '''distinct quotations booked in the previous calendar year'''. It filters out deleted or lost quotations and restricts the count to a specific quotation type. The calculation ensures year-over-year reporting aligns with the exact boundaries of the previous and current years.
	\|-		\|-
	\| ~~Converted Bookings~~ \|\|<pre>~~Converted BookingB~~ =		\| Previous Year Chargeable Weight Quoted kg \|\|<pre>Previous Year Chargeable Weight Quoted (kg) =
	COALESCE(		COALESCE(
	CALCULATE(		CALCULATE(
	~~DISTINCTCOUNT~~(Quotation[id]),		SUM(Quotation[reporting_db quote_revenue.chargeable_weight]),
	~~ISBLANK~~(Quotation~~[quoted_at])~~,		FILTER(
	NOT ISBLANK(Quotation[~~booked_at~~]),		Quotation,
	Quotation[~~type~~] = 8		NOT ISBLANK(Quotation[reporting_db quote_revenue.quoted_at]) &&
	),0)</pre>\|\| ~~The~~ measure ~~counts distinct <code>Quotation[id]</code> values that meet all of~~ the ~~following conditions:~~		YEAR(Quotation[created_at]) = YEAR(TODAY()) - 1
			)
	* '''Quoted timestamp is blank''' (~~<code>quoted_at</code> is null~~)		),
	* '''~~Booked timestamp is not blank~~''' ~~(<code>booked_at</code> is not null)~~		0
	* '''~~Quotation type equals 8'''~~		)</pre>\|\| This measure calculates the '''total quoted chargeable weight (in kilograms)''' for all quotations created in the '''previous calendar year'''. Only quotations with a valid quotation date are included, ensuring the metric reflects confirmed, issued quotations for the period.

	~~If no records meet these criteria~~, the ~~measure returns '''0'''~~.
	\|-		\|-
	\| Quoted Customers \|\|<pre>Quoted Customers =		\| Quoted Customers \|\|<pre>Quoted Customers =