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Customer Overall TY

From PBI Reporting Wiki

Summary

Year-to-Date Confirmed Jobs (Type = 8) Overview

This page provides a historical view of year-to-date confirmed jobs (type = 8), excluding lost and deleted jobs, for both the current and previous year.

Key business KPIs tracked include:

Customers

Won quotes percentage

Direct bookings

Chargeable weight

Revenue

Gross profit

Routes

Carriers

Users

This page serves as a quick reference for monitoring performance trends and overall business growth.

Filters

Filter Description
Carriers Filter data by carrier name

Data Transformation Applied

[To be added]

Query Calculations Description

Calculations

Reference Calculation Description
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