BI Reports: Revenue By Contact Report
TapGoods PRO offers BI Reports integration, which will help you track activity in your account. The Revenue By Contact Report is a BI Report that you can access within your TapGoods PRO account, offering convenient access to Revenue generated from the Contacts you have added to your account. In the context of this report, Contacts refers to all of your Customers and Companies.
The Revenue By Contact Report can be found in Custom Export, which is located under Admin on the TapGoods PRO menu.
Once you have navigated to Custom Export, click on the dropdown menu and select Revenue by Contacts Report.
When you navigate to the Revenue By Contact Report, you will land on the Dashboard view of all of the information available regarding Revenue sorted by Contacts!
Once you have navigated to this report, it is important to set up the Financial Settings, which are located in the Recognize Revenue By field. Here, you can customize what Revenue will appear on the report based on Order Start Date, Order End Date, Order Close Date, and First Payment Date.
To learn more about setting up Financial Settings for BI Reports, click here!
Additionally, you can filter this page by using the filters on the left side.
All BI Reports are filterable by Date, Order ID, Order Status, Location, Client Type, and Client. The most useful Filters for this Report are the Client Type and Client filters, which allow you to Filter for Customers or Companies or select a specific Customer to Filter for.
To learn more about filtering BI Reports, click here!
On this report, there are several data fields on the left Dashboard that you can review:
- Top 5 Customers by Orders: Displays your top Contacts based on how much Revenue that their Orders bring your business
- Total Orders: Total Orders for all Contact(s).
- Total Revenue: Total Recognized Revenue brought in from Orders
- Total Taxable Amount: Total taxable Recognized Revenue brought in from Orders
- Total Non Taxable Amount: Total untaxed Recognized Revenue brought in from Orders
- Number of Orders: Total number of Orders made over time by Contact(s) registered in your account
**Note: All of the data on your Revenue by Contact Report is impacted by the Financial Settings that you set up for the Report and the Period that you select in the Filter.
The table on the right side of the screen displays the information listed above in a table. You view this table from two points of view:
- Client View: A list of your Customers is displayed with their Order Total, Paid Amount, Taxable Amount, and Non Taxable Amount. If you want to view a breakdown of the Customer’s orders, click the dropdown arrow next to their name. If you want to highlight an individual piece of data from the table on the Dashboard on the left side of the screen, simply click on it.
- Order View: A list of Orders along with their Order Total, Paid Amount, Taxable Amount, and Non Taxable Amount. If you want to view the Contact(s) on the Order, click on the Plus icon next to the Order ID. If you want to highlight an individual piece of data from the table on the Dashboard on the left side of the screen, simply click on it.