Revenue & Booking Overview
Summary
Filters
| Filter | Description |
|---|---|
| Carrier | Select to filter the Quote page by Carrier Name |
| Customer | Select to filter the Quote page by Customer |
| Origin Airport | Select to filter the Quote page by Origin Airport |
| Destination Airport | Select to filter the Quote page by Destination Airport |
| Spot Rate Only | Select to filter the Quote page by either Spotrates or Non Spotrates |
| Hide Lost/Deleted | Select to filter the Quote page by choosing to Hide Lost & Deleted Quotes or show Lost & Deleted Quotes |
Data Transformation Applied
| Query | Transformations |
|---|---|
Calculations

| Columns | Calculation | Description |
|---|---|---|
| 1. Total Revenue | CALCULATE(
SUM(quotations[total_cost]), quotations[Total_Bookings_Confirmed] = "Confirmed Booking" ) + 0 |
Calculates and formats total confirmed booking costs by currency, excluding currencies with zero revenue. The measure aligns amounts neatly by padding values with spaces and outputs a list showing each total alongside its corresponding currency, separated by line breaks for clear display. |
| 2. Total Bookings(Confirmed) | CALCULATE(
COUNTROWS(quotations), NOT(ISBLANK(quotations[booked_at])), NOT(ISBLANK(quotations[confirmed_at])), USERELATIONSHIP(quotations[booked_at], DimDate[Date]) ) |
Counts all bookings that have both a booking date and a confirmation date, using the booking date as the active relationship to provide accurate time-based booking totals. |
| 3. Total Direct Bookings(Confirmed) | CALCULATE(
COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[booked_at]), ISBLANK(quotations[quoted_at]), ( (NOT(ISBLANK(quotations[booked_at])) && NOT(ISBLANK(quotations[confirmed_at]))) || (NOT(ISBLANK(quotations[pre_quoted_at])) && NOT(ISBLANK(quotations[booked_at])) && NOT(ISBLANK(quotations[confirmed_at]))) ) ) |
Counts all bookings that bypassed the standard quotation stage or originated from pre-quotes, ensuring they are both booked and confirmed. This measure uses the booking date for accurate time-based tracking. |
| 4. Total Converted Booking(Confirmed) | CALCULATE(
COUNTROWS(quotations), USERELATIONSHIP(DimDate[Date], quotations[booked_at]), NOT(ISBLANK(quotations[quoted_at])) && NOT(ISBLANK(quotations[booked_at])) && NOT(ISBLANK(quotations[confirmed_at])) ) |
This measure counts the number of quotations that have progressed through all key stages—quoted, booked, and confirmed—using the booking date as the active relationship for time-based analysis. It reflects only fully converted bookings. |
| 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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. |