Financial indicators

Appxite Updated by Appxite

Introduction

This article explains how to access and use the Financial Indicators Report in the Platform. Understanding this report will help you analyze financial performance across multiple dimensions, including revenue, margins, subscriptions, and offers, with flexible filtering and currency options to support your business analysis needs.

In this article:

Accessing the Report

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

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Filter Gropus

Report has four filter groups with the following filters:

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

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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

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3. Organizations - Customer, Vendor

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

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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.

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reports rw_v1

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