Revenue Overview

The Revenue Overview is the headline finance report. It shows total revenue across the selected period with breakdowns and comparisons that help you understand where revenue is coming from and how it's trending.

What it shows

• Total revenue for the selected period.
• Comparison vs prior period and vs same period last year.
• Breakdown by:
  • Product / package: Which catalogue items drove revenue.
  • Customer segment: VIP, repeat, new, by tag.
  • Owner / salesperson.
  • Source: Marketing channel.

Each breakdown supports drill-through to the underlying bookings.

Filters

• Date range (and period granularity: daily, weekly, monthly).
• Owner.
• Currency: Default is the accounting currency.
• Status: e.g. confirmed only vs all active.

Recognition

Revenue is recognised based on your organisation's settings, typically tied to a customer document being sent or a booking reaching a particular status. Speak to your finance lead if you're unsure how recognition is configured.