Revenue Reports - Overview
The Revenue reports in Zoho ERP allows you to gain insights into your business’s net revenue, and how your business is performing in earning revenue from different countries.
Navigating to Revenue Reports
To track and evaluate your revenue across the business, access the revenue-related reports from the Reports section. These reports provide a clear view of your financial performance, including recurring and one-time revenue, invoices, payments, refunds, and outstanding amounts.
Here’s how you track revenue-related reports:
Log in to your Zoho ERP organization.
Click Reports on the left sidebar.
Scroll to Revenue under Report Category.
In the Revenue reports list, you can select your preferred report to view the detailed analytics.
Zoho ERP supports the following revenue report:
Net Revenue
The Net Revenue report in Zoho ERP shows you the total invoice payments that your business has received from your customers, after subtracting the total refunds made in the same period.
Chart View
The chart gives a visual representation of the net revenue for each period in the selected date range. You can choose to display the chart as a Line chart or Bar chart.
You can also group the data by:
Months - You can view the net revenue for each month in the selected period.
Days - You can view the net revenue for each day in the selected period.
Breakdown View
The breakdown view displays the net revenue for the selected products for each day or each month, allowing you to analyze patterns about how your business earns revenue across different periods.
How is this report helpful for your business?
The Net Revenue report in Zoho ERP allows you to analyze the total revenue that your business earns after deducting the total refunds made by your customers during the same period. This is particularly helpful to track your business’s performance and analyze revenue trends for your business.
Scenario: Patricia, a manager at Zylker, wants to view the performance of her company by taking a look at the total revenue Zylker received in the last month after deducting the total refunds in the last month. She can use the Net Revenue report in Zoho ERP to view the required information and take better data-backed decisions to improve revenue further.
Report Functions
The Revenue reports in Zoho ERP support the following report functions:
| Report Function | Net Revenue |
|---|---|
| Filter Report | ✔ |
| Group Report | ✔ |
| Compare Report | ✔ |
| Performance Overview | ✔ |
| Sort Columns | X |
| Schedule Report | ✔ |
| Share Report | ✔ |
| Export Report | ✔ |