Revenue & Booking Overview - Revision history

Collins.bahati at 10:02, 21 August 2025

2025-08-21T10:02:23Z

@@ Line 47: / Line 47: @@
 |-
 |1. Total Revenue
+|CALCULATE(
+    SUM(quotations[total_cost]),
 |-
 |2. Total Bookings(Confirmed)
+|CALCULATE(
+    COUNTROWS(quotations),
 |-
 |3. Total Direct Bookings(Confirmed)
+|CALCULATE(
+    COUNTROWS(quotations),
 |-
 |4. Total Converted Booking(Confirmed)
+|CALCULATE(
+    COUNTROWS(quotations),
 |-
 |5. Total Chargeable Weight

Collins.bahati at 09:50, 21 August 2025

2025-08-21T09:50:22Z

Collins.bahati at 09:46, 21 August 2025

2025-08-21T09:46:36Z

← Older revision		Revision as of 11:46, 21 August 2025
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	\|-		\|-
	\|5. Total Chargeable Weight		\|5. Total Chargeable Weight
	\|		\|'''Chargeable Weight'''- > Sourced directly from the quotations table.
	\|		\|This metric captures the chargeable weight exactly as recorded in the quotations table, ensuring accuracy by using the original shipment data without additional calculations or transformations
	\|-		\|-
	\|6. Top Customers By Revenue		\|6. Top Customers By Revenue

Collins.bahati at 09:43, 21 August 2025

2025-08-21T09:43:26Z

← Older revision		Revision as of 11:43, 21 August 2025
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	\|-		\|-
	\|10. Bookings by Weight Breaks Matrix Table		\|10. Bookings by Weight Breaks Matrix Table
	\|		\|Groups bookings into predefined weight breaks and displays three key measures side by side: Total Bookings, Direct Bookings, and Converted Bookings, allowing detailed comparison within each weight category.
	\|		\|This matrix table provides a clear breakdown of booking volumes by weight segment.
	\|-		\|-
	\|11.Conversion Rate by Month		\|11.Conversion Rate by Month

Collins.bahati at 09:41, 21 August 2025

2025-08-21T09:41:17Z

← Older revision		Revision as of 11:41, 21 August 2025
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	\|-		\|-
	\|13. Total Chargeable Weight by Customer		\|13. Total Chargeable Weight by Customer
	\|		\|Aggregates the total chargeable weight and groups it by customer to compare side by side in a clustered bar chart.
	\|		\|This chart displays the total chargeable weight attributed to each customer.
	\|}		\|}

Collins.bahati at 09:38, 21 August 2025

2025-08-21T09:38:57Z

← Older revision		Revision as of 11:38, 21 August 2025
Line 87:		Line 87:
	\|-		\|-
	\|11.Conversion Rate by Month		\|11.Conversion Rate by Month
	\|		\|Calculates the percentage of quotes converted into confirmed bookings for each month, grouping results over time to show conversion trends.
	\|		\|This chart highlights how effectively quotes are turning into bookings month by month.
	\|-		\|-
	\|12. Total Monthly Revenue		\|12. Total Monthly Revenue

Collins.bahati at 09:36, 21 August 2025

2025-08-21T09:36:22Z

← Older revision		Revision as of 11:36, 21 August 2025
Line 67:		Line 67:
	\|-		\|-
	\|6. Top Customers By Revenue		\|6. Top Customers By Revenue
	\|		\|Aggregates total revenue from confirmed bookings and groups it by customer to compare side by side in a clustered bar chart and with specific currency used for each.
	\|		\|This chart displays the highest revenue-generating customers, showing amounts in their respective currencies.
	\|-		\|-
	\|7. Top Bookings (Confirmed) by Origin		\|7. Top Bookings (Confirmed) by Origin
Line 91:		Line 91:
	\|-		\|-
	\|12. Total Monthly Revenue		\|12. Total Monthly Revenue
	\|		\|Aggregates total revenue from confirmed bookings and groups it by month to show revenue trends over time, plus the respective currencies.
	\|		\|This chart provides a clear view of monthly revenue performance, showing amounts in their original currencies.
	\|-		\|-
	\|13. Total Chargeable Weight by Customer		\|13. Total Chargeable Weight by Customer

Collins.bahati at 09:31, 21 August 2025

2025-08-21T09:31:21Z

← Older revision		Revision as of 11:31, 21 August 2025
Line 71:		Line 71:
	\|-		\|-
	\|7. Top Bookings (Confirmed) by Origin		\|7. Top Bookings (Confirmed) by Origin
	\|		\|Counts only confirmed bookings (converted quotes that have been finalized as bookings), then groups them by origin to compare side by side in a clustered bar chart.
	\|		\|This chart shows the total confirmed bookings for each origin location, making it easy to identify which origins generate the highest booking volumes and highlight performance differences across locations.
	\|-		\|-
	\|8. Top Bookings(Confirmed) by Destination		\|8. Top Bookings(Confirmed) by Destination
	\|		\|Counts only confirmed bookings (converted quotes that have been finalized as bookings), then groups them by destination to compare side by side in a clustered bar chart.
	\|		\|This chart shows the total confirmed bookings for each destination location, making it easy to identify which destinations receive the highest booking volumes and highlight performance differences across locations.
	\|-		\|-
	\|9. Top Bookings by Service		\|9. Top Bookings by Service
	\|		\|Counts only confirmed bookings and groups them by service type to compare in a clustered bar chart.
	\|		\|This chart highlights the total confirmed bookings for each service type, making it easy to see which services are most in demand and where performance differences exist across offerings.
	\|-		\|-
	\|10. Bookings by Weight Breaks Matrix Table		\|10. Bookings by Weight Breaks Matrix Table

Collins.bahati at 09:12, 21 August 2025

2025-08-21T09:12:38Z

← Older revision		Revision as of 11:12, 21 August 2025
Line 46:		Line 46:
	!Description		!Description
	\|-		\|-
	\|1.		\|1. Total Revenue
	\|		\|
	\|		\|
	\|-		\|-
	\|2.		\|2. Total Bookings(Confirmed)
	\|		\|
	\|		\|
	\|-		\|-
	\|3.		\|3. Total Direct Bookings(Confirmed)
	\|		\|
	\|		\|
	\|-		\|-
	\|4.		\|4. Total Converted Booking(Confirmed)
	\|		\|
	\|		\|
	\|-		\|-
	\|5.		\|5. Total Chargeable Weight
	\|		\|
	\|		\|
	\|-		\|-
	\|6		\|6. Top Customers By Revenue
	\|		\|
	\|		\|
	\|-		\|-
	\|7		\|7. Top Bookings (Confirmed) by Origin
	\|		\|
	\|		\|
	\|-		\|-
	\|8.		\|8. Top Bookings(Confirmed) by Destination
	\|		\|
	\|		\|
	\|-		\|-
	\|9.		\|9. Top Bookings by Service
	\|		\|
	\|		\|
	\|-		\|-
	\|10.		\|10. Bookings by Weight Breaks Matrix Table
	\|		\|
	\|		\|
	\|-		\|-
	\|11.		\|11.Conversion Rate by Month
	\|		\|
	\|		\|
	\|-		\|-
	\|12.		\|12. Total Monthly Revenue
	\|		\|
	\|		\|
	\|-		\|-
	\|13.		\|13. Total Chargeable Weight by Customer
	\|		\|
	\|		\|
	\|}		\|}

Collins.bahati at 08:57, 21 August 2025

2025-08-21T08:57:51Z

← Older revision		Revision as of 10:57, 21 August 2025
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	\|1.		\|1.
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	\|2.		\|2.
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	\|3.		\|3.
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	\|-		\|-
	\|4.		\|4.
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	\|-		\|-
	\|5.		\|5.
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	\|		\|
	\|-		\|-
	\|6		\|6
			\|
			\|
			\|-
			\|7
			\|
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			\|-
			\|8.
			\|
			\|
			\|-
			\|9.
			\|
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			\|-
			\|10.
			\|
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			\|-
			\|11.
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			\|-
			\|12.
			\|
	\|		\|
	\|-		\|-
			\|13.
	\|		\|
	\|		\|
	\|}		\|}

← Older revision		Revision as of 11:50, 21 August 2025
Line 64:		Line 64:
	\|5. Total Chargeable Weight		\|5. Total Chargeable Weight
	\|'''Chargeable Weight'''- > Sourced directly from the quotations table.		\|'''Chargeable Weight'''- > Sourced directly from the quotations table.
	\|This metric captures the chargeable weight exactly as recorded in the quotations table, ensuring accuracy by using the original shipment data without additional calculations or transformations		\|This metric captures the '''chargeable weight''' exactly as recorded in the quotations table, ensuring accuracy by using the original shipment data without additional calculations or transformations
	\|-		\|-
	\|6. Top Customers By Revenue		\|6. Top Customers By Revenue
	\|Aggregates total revenue from confirmed bookings and groups it by customer to compare side by side in a clustered bar chart and with specific currency used for each.		\|Aggregates '''total revenue''' from '''confirmed bookings''' and groups it by '''customer''' to compare side by side in a clustered bar chart and with specific currency used for each.
	\|This chart displays the highest revenue-generating customers, showing amounts in their respective currencies.		\|This chart displays the highest '''revenue-generating customers''', showing amounts in their respective currencies.
	\|-		\|-
	\|7. Top Bookings (Confirmed) by Origin		\|7. Top Bookings (Confirmed) by Origin
	\|Counts only confirmed bookings (converted quotes that have been finalized as bookings), then groups them by origin to compare side by side in a clustered bar chart.		\|Counts only '''confirmed bookings''' (converted quotes that have been finalized as bookings), then groups them by '''origin''' to compare side by side in a clustered bar chart.
	\|This chart shows the total confirmed bookings for each origin location, making it easy to identify which origins generate the highest booking volumes and highlight performance differences across locations.		\|This chart shows the '''total confirmed bookings''' for each '''origin''' location, making it easy to identify which origins generate the highest booking volumes and highlight performance differences across locations.
	\|-		\|-
	\|8. Top Bookings(Confirmed) by Destination		\|8. Top Bookings(Confirmed) by Destination
	\|Counts only confirmed bookings (converted quotes that have been finalized as bookings), then groups them by destination to compare side by side in a clustered bar chart.		\|Counts only '''confirmed bookings''' (converted quotes that have been finalized as bookings), then groups them by '''destination''' to compare side by side in a clustered bar chart.
	\|This chart shows the total confirmed bookings for each destination location, making it easy to identify which destinations receive the highest booking volumes and highlight performance differences across locations.		\|This chart shows the total '''confirmed bookings''' for each '''destination''' location, making it easy to identify which destinations receive the highest booking volumes and highlight performance differences across locations.
	\|-		\|-
	\|9. Top Bookings by Service		\|9. Top Bookings by Service
	\|Counts only confirmed bookings and groups them by service type to compare in a clustered bar chart.		\|Counts only '''confirmed bookings''' and groups them by '''service''' type to compare in a clustered bar chart.
	\|This chart highlights the total confirmed bookings for each service type, making it easy to see which services are most in demand and where performance differences exist across offerings.		\|This chart highlights the '''total confirmed bookings''' for each '''service''' type, making it easy to see which services are most in demand and where performance differences exist across offerings.
	\|-		\|-
	\|10. Bookings by Weight Breaks Matrix Table		\|10. Bookings by Weight Breaks Matrix Table
	\|Groups bookings into predefined weight ~~breaks~~ and displays three key measures side by side: Total Bookings, Direct Bookings, and Converted Bookings, allowing detailed comparison within each weight category.		\|Groups bookings into predefined '''weight break'''s and displays three key measures side by side: '''Total Bookings, Direct Bookings, and Converted Bookings,''' allowing detailed comparison within each weight category.
	\|This matrix table provides a clear breakdown of booking volumes by weight segment.		\|This matrix table provides a clear breakdown of '''booking volumes by weight segment'''.
	\|-		\|-
	\|11.Conversion Rate by Month		\|11.Conversion Rate by Month
	\|Calculates the percentage of quotes ~~converted~~ into confirmed bookings for each month, grouping results over time to show conversion trends.		\|Calculates the percentage of quotes c'''onverted into confirmed bookings''' for each month, grouping results over time to show conversion trends.
	\|This chart highlights how effectively quotes are turning into bookings month by month.		\|This chart highlights how effectively quotes are turning into bookings month by month.
	\|-		\|-
	\|12. Total Monthly Revenue		\|12. Total Monthly Revenue
	\|Aggregates total revenue from confirmed bookings and groups it by month to show revenue trends over time, plus the respective currencies.		\|Aggregates '''total revenue''' from '''confirmed bookings''' and groups it by month to show revenue trends over time, plus the '''respective currencies'''.
	\|This chart provides a clear view of ~~monthly~~ revenue performance, showing amounts in their original currencies.		\|This chart provides a clear view of m'''onthly revenue performance''', showing amounts in their original currencies.
	\|-		\|-
	\|13. Total Chargeable Weight by Customer		\|13. Total Chargeable Weight by Customer
	\|Aggregates the total chargeable weight and groups it by customer to compare side by side in a clustered bar chart.		\|Aggregates the '''total chargeable weight''' and groups it by customer to compare side by side in a clustered bar chart.
	\|This chart displays the total chargeable weight attributed to each customer.		\|This chart displays the '''total chargeable weight''' attributed to each customer.
	\|}		\|}