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Revenue & Booking Overview

From PBI Reporting Wiki

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.