The Revenue by Month report shows one calendar year of revenue on a single page, month by month and customer by customer. Use it to follow the year against monthly or quarterly revenue goals, and to see which customers the revenue came from.
Open the report
Go to Reports in the left menu. On the Standard tab, find Revenue by Month under Finance, or type "revenue" into Search.
Click the report to open it. The parameters are in the panel on the right. Change them, then click Preview to run the report again.
Choose what to include
- Calendar Year: the year to report on, January to December. It starts as the current year.
- Revenue Type:
- Gross Revenue is the total of your sales invoices.
- Net Revenue is your sales invoices minus your credit notes.
- Revenue Method:
- Invoiced counts every invoice with an issue date in the year, whether it's paid or not.
- Cash Collected counts the payments applied to invoices, on the payment date.
What the figures include:
- Amounts are always shown without tax. With Cash Collected, the tax share of each payment is taken off.
- Draft and void invoices and credit notes are never counted, and neither are retainer invoices.
- Credit notes only reduce the figures with Invoiced. With Cash Collected, Gross Revenue and Net Revenue give the same result.
- All amounts are in your account currency. Invoices in other currencies are converted: see currency conversion in reports.
Read the report
The report's heading reads Annual Revenue Report, with the calendar year and your base currency.
A bar chart shows the revenue for each month. Below it, a table breaks the year down by customer:
Column | What it shows |
|---|---|
Customer Name | One row per customer with revenue in the year. The customer with the highest yearly total is at the top. |
Jan to Dec | That customer's revenue in each month. |
Total | The customer's revenue for the whole year. |
The Grand Total row at the bottom adds up all customers for each month and for the year.
To compare income with costs over the same months, use the Profit and Loss report. For a month-by-month view of estimates, invoices, credit notes and payments together, use the Transactions by Month report.
Save, schedule or export
To keep your parameter choices, save the report as your own copy: see saving and sharing reports. On a paid plan, a saved report can be emailed on a schedule, for example every quarter: see scheduling reports for email delivery. Administrators can add other team members, such as your management team, as subscribers. To download the report as a file, see exporting data.
Who can see it
Finance reports are available to Administrators and Finance Managers. If you can't find the report, ask an Administrator to add the Finance Manager role under Assign Roles on your contact record. See managing users and contacts.