Revenue and Margin Dashboard - Field Calculation

  • Revenue = SUM( revenue )
  • Margin = SUM( grossMargin )
  • Margin % = SUM( grossMargin ) / SUM( revenue ) * 100

There are some default filters put on various fields to ensure proper calculations. These are:

  • Only entries with not null grossMargin are considered.
  • Only entries with not null invoicePrice are considered.