Financial indicators

All customers and sellers have access to the reporting section enabling tracking billings data over time. Reports can be accessed from the “Reports” section. 

Report has four filter groups with the following filters:

1. Basic - Invoice Date, Customer, Vendor, Offer

Calculate- By toggling between Markup/Margin, the percentage of markup or margin will be displayed.

2. Subscriptions - Vendor, Subscription, Auto Renew Enabled, Trial, Microsoft NCE, Subscription Start Date

3. Organizations - Customer, Vendor

4. Offers - Vendor, Product, Offer, Offer Type, Trial, Microsoft NCE, Customer Offer Properties

Currency filter is available for all 4 groups. You can select EUR, USD or Invoice Currency.

Demo mode settings allow demonstrating report functionality without exposing sensitive information.