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How Report Numbers Are Calculated

2 min read

What counts as revenue, which date is used, and why tabs can disagree.

What counts as revenue in Reports, which date is used and how currencies are handled.

Overview

Use this guide when a report number doesn’t match what you expect.

Who Can Access

Agency AdminTeam Member

The Cards

Total Revenue, Total Sales and Avg Order Value cards with the change against the previous period

Each card shows the change against the previous period of the same length, such as “+100% vs prev.”.

How Revenue Is Counted

QuestionAnswer
Which invoices count?Paid invoices only. Unpaid, cancelled and fully refunded invoices are left out.
Which date?The date the invoice was created, not the date it was paid.
Which amount?The invoice total after discounts, including tax and any processing fee.
Total SalesThe number of paid invoices.
Avg Order ValueRevenue divided by paid invoices.

Currencies

  • Money is shown in the currency used most by paid invoices in the period.
  • Other currencies are left out of the totals. The Revenue card shows them as an extra line, such as “+ BDT 1,200.00”.

Why Numbers Differ Between Tabs

  • The Services tab only counts invoices with services on them. Deposits and custom items aren’t included, so it can be lower than Revenue.
  • The Orders tab counts orders created in the period; its chart counts orders completed in the period.
  • Statuses count orders created in the period, grouped by their status today.

Frequently Asked Questions

An invoice paid this month isn’t in this month’s revenue. Why?⌄
Revenue goes by the date the invoice was created. Widen the range to include that date.

Related Articles

Revenue, Services and Clients ReportsOrders and Statuses Reports