Warehouse Revenue Report

Warehouse Revenue Report

1. Filter Panels (Top Section):

These filters allow you to focus on specific details relevant to your needs, such as branch locations, invoice months, company names, file numbers, or warehouses.

• Branch, Invoice Month, File No, Company, Warehouse:

  • Use these filters to drill down into revenue data by warehouse location, the company that is generating the revenue, or even the specific file number for more detailed analysis.

  • This allows you to monitor performance by location, track specific clients, or focus on a particular month of invoicing.

How to Use:

For example, if you want to analyze only the revenue generated in the Houston warehouse for the month of August, you would select Houston under the Warehouse filter and choose August from the Invoice Month dropdown. This narrows down the data to give you focused insights.

2. Main Data Table (Left Section):

This table gives a detailed view of revenue broken down by branch, warehouse, company, file number, invoice number, and date.

• Branch: Indicates the branch location where the revenue is generated.

• Warehouse: The specific warehouse responsible for handling the company's shipments.

• Company: The company generating the revenue.

• File No: The unique file number associated with each revenue-generating transaction.

• Invoice No: The invoice number for each transaction.

• Month/Day: Indicates the date of the transaction.

• Amount: The revenue generated from each transaction, listed in monetary terms.

How to Use:

• If you’re managing multiple warehouses, this table helps you break down revenue performance per location and company. Sorting by Amount lets you see which companies and branches are generating the most income.

• Use the File No and Invoice No to track specific transactions and verify that all revenues are accounted for in your system.

3. Visualization (Right Section):

The pie chart and bar graph provide visual insights into the revenue distribution by firm and month.

• Amount by Firm (Pie Chart):

  • This chart shows the revenue contribution by each company. Larger sections represent companies that bring in the most revenue, helping you quickly see who your top clients are.

  • Hovering over each slice gives you the exact amount of revenue and the percentage contribution from that company.

• Total Amount by Month (Bar Chart):

  • This bar graph breaks down total revenue by month, giving you a clear view of seasonal or monthly trends in your income.

  • It helps in identifying peak revenue months and evaluating the consistency of your warehouse operations over time.

How to Use:

• Use the Amount by Firm chart to see which clients are generating the most revenue. This can help inform decisions about resource allocation, client relationship management, or upselling opportunities.

• The Total Amount by Month bar graph is useful for tracking growth patterns or revenue dips. If a particular month shows low revenue, you can investigate further by filtering for specific warehouses or clients.

4. Key Use Cases:

a. Monitor Top-Performing Clients:

• Use the Amount by Firm pie chart to quickly identify your highest revenue-generating clients. This allows you to prioritize customer service for these clients or analyze why certain clients are bringing in more revenue.

b. Evaluate Warehouse Performance:

• Filter by Warehouse to compare how different warehouses are performing in terms of revenue generation. This can highlight operational efficiency or inefficiencies in certain locations.

c. Track Revenue Trends by Month:

• The Total Amount by Month bar chart is particularly useful for spotting seasonal trends or month-over-month growth. If you notice a drop in revenue for a specific month, you can investigate which clients or warehouses contributed to the decrease.

5. Efficient Use of the Report:

• Leverage the Filters: Use the filters to drill down into specific aspects of your revenue data. For example, filter by Company to see how much revenue each client is bringing in, or filter by Branch to compare performance across different locations.

• Track Revenue Growth: Use the bar graph to ensure that revenue is growing month by month. If you notice a dip, use the data table to pinpoint which clients or branches may be contributing to the decline.

• Identify Key Clients: The pie chart allows you to quickly see which companies are your biggest clients. Use this information to build stronger relationships with high-revenue clients.

6. Critical Data Points to Watch:

• Revenue by Firm: Identifying your top clients helps you focus on high-priority relationships and potentially expand business with them.

• Monthly Revenue Trends: Keep an eye on the bar graph to monitor the stability and growth of your revenue. Large dips or peaks may require further investigation.

• File No and Invoice No: These are crucial for tracing back transactions and ensuring that the revenue records are accurate and consistent with your internal systems.