Moves Revenue Report

Overview

The Moves Revenue dashboard provides visibility on the total revenue from your projects. You can filter for specific timeframes, types of projects, the status of those projects, and specific project tags:

The following information serves as a guide to better navigate and use this dashboard. 

Filter Criteria

The top header of the Moves Revenue report displays the following filter criteria:

• Date Range
  Use this to edit and adjust the Move timeframe of your results
  
  
• Date Window
  This selection will adjust whether the tables and graphs will depict information on a Daily, Weekly, Monthly, or Yearly view
  
  
• Branch
  If you have multiple branches associated with your account, you can select the specific sub-company you wish you view data for.  By default, all sub-companies are included in the report. 
  
  
• Project Type
  To filter by a specific project type, select the Project Types field and choose which types you wish to view. Multiple project types can be selected. By default, all project types are displayed.
  
  
• Project Status
  To filter by a specific project status, select all desired statuses from the project status field. By default, "Lead", “Booked”, “Hold”, and “Completed” statuses are selected
  
  
• Project Tags
  This is where you can filter and retrieve results for projects based on any existing Tags you have applied on them

Data Visualization

The Moves Revenue report allows you to view your data through a few different charts:

While the Moves Revenue report will visualize your information based on total revenue by default, you can toggle and adjust the metric using the Summarize and Group By dropdown menus. For example, you can adjust the settings to simply view the Total Tips sorted by the Salesperson for those projects:

Itemized Breakdown of Results

The last table at the bottom of the Moves Revenue dashboard presents an itemized breakdown of your results. This table will list out the specific customer name, project ID, move data, and project revenue as seen here:

In addition, you can click the download icon in the top righthand corner of the table to export the itemized list as either a PDF or CSV file. 

Modifying the Data Presented

In the top-righthand corner of the itemized table, there is a gear icon where you can modify the fields displayed:

By toggling those fields, you can customize and input additional columns in your results. For example, you'll notice you can include information regarding the Referral Source, Coordinator Name, and Tips Earned, which will update the results immediately