Gain insights into the services you primarily deliver and the revenue they generate. You can find this summarized on the main overview page.
All revenue displayed is always linked to a standard service and revenue group.
Good to know:
Amounts shown are always excluding VAT and only include invoices sent from Simplicate.
Periods are determined by the invoice date (not by any alternative booking date).
The overview page displays the following KPIs:
Total invoiced per service
Development of invoiced revenue
Total invoiced per client
Below, you’ll find an explanation for each KPI.
Total Invoiced per Service
This KPI displays the invoiced revenue per service from high to low. All services your company delivers are always linked to a “standard service,” even if you change the description of the service.
Invoiced per Service
The invoiced services often provide a more detailed view of revenue compared to revenue per revenue group.
This gives you quick insights into which services you deliver most or least often, allowing you to anticipate growing or declining revenue.
Development of Invoiced Revenue
This trend line shows how invoiced revenue evolves over time. The overview considers any filter set on the side.
Revenue Development – Invoiced
Tip: Click on a specific service in the bar chart at the top (or in the filter on the right) to see how it developed over the past period.
By hovering your mouse over the line, the value for that specific month is displayed.
Total Invoiced per Client
This KPI displays the invoiced revenue of all clients from high to low.
Total Invoiced per Client
By selecting a period on the side, you can easily retrieve, for example, the Top 20 clients from last year.
Detail View
In this report, the detail view contains a pivot table showing the invoiced revenue per standard service per month.
Tip: Right-click on the ‘standard service’ column to add or remove additional columns in the pivot table. This includes ‘relationships’ and Projects.