Financial Indicator Breakdown

Introduction

The breakdown report allows further exploration of cost, revenue, and margin data.

In this article:

• Accessing the Report
• Filter Groups
• Report Tree Tool

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.

Filter Groups

Financial Indicator Breakdown report contains 4 filter groups: Basic, Subscriptions, Organizations, Offers each with their own filters set.

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, Custom Offer Properties

Report Tree Tool

Press the plus (+) button next to any value to split the data based on "Vendor", "Product", "Offer", "Subscription", "Customer" dimensions, or select "High" or "Low" to select the highest impact dimension automatically. Please check the following link to see detailed information on the functionality