How to setup the monthly report

Blanca Castillo
Blanca Castillo
  • Updated

Where can I find it?

Reporting > Monthly Report

 

What does it mean?

The monthly report feature gives you an overview of your monthly revenue compared to the same month last year. Just select the corresponding month and the table will display the values.

 

The table explains how revenue is calculated.

Next to the calculation, you will see a comparison with your monthly forecast, if configured in Reporting > Monthly Report Forecast. For that, the values must be entered manually in the "Monthly Report Forecast" table.

Here you have to select the month and year on the top right side, then enter the figures and finally click on 'Save'. You must repeat the process for every month.

 

After you have entered the forecast, you can then view the comparison in the 'Monthly Report' via two different graphics:

 

And also in a table: