04 / Case example

Revenue reporting dashboard

Gives managers revenue reports without rebuilding spreadsheets, with dated results they can compare.

Part of the accounting reporting project described in the reporting portal example.

Why it was needed

Revenue reports required repeated spreadsheet preparation within a wider accounting process that took about four hours twice a week.

Reporting & analytics

What changed

The software now imports the source data, applies the reporting rules, checks totals, and publishes revenue reports automatically.

Key requirements

Revenue data and accounting classifications can change after an earlier result was produced. The dashboard keeps dated runs, source data, and the rules used for each result so a correction does not silently replace history and period comparisons remain explainable.

Main features

Import CRM and accounting data
Apply accounting classifications
Produce revenue results
Preserve dated runs
Compare reporting periods

Result

Automated recurring revenue reports while preserving the history behind each result.

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