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Revenue KPI

Revenue KPI
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Revenue KPI

Revenue KPI

    Revenue or REVs is a total income a company generates from selling goods or services before paying any expenses or taxes. Revenue is calculated by the following formula:

    Revenue (REVs) = Quantity of units sold x Cost per unit

    Revenue KPI is a key measure to calculate Net Income (total profit of a company) and estimate the company profitability during over accounting period.

    To calculate company’s total revenue please follow the steps below:

  • Create custom field "Units Quantity" with Code "cf_untis_quantity"
  • Revenue KPI

  • Create custom field "Cost per unit" with Code "cf_cost_per_unit"
  • Revenue KPI

  • Create the custom field "Revenue (REVs)" with the formula:
  • $cf_units_quantity * $cf_cost_per_unit

    Revenue KPI

    If you need to view the total value of this KPI per particular project on Task List, filter your to-do list by task group with project tasks.

    Revenue KPI

  • To enable the displaying of total Revenue KPI select the root or parent task group and click "Custom fields options"
  • Revenue KPI

  • In "Edit custom fields options" window select the following options for custom fields: "Units Quantity" and "Cost per Unit"
  • In "Settings for" select "This task group"
  • select "Enable"
  • in "Aggregated (for task group)" field select "Sum" from drop-down list and the corresponding custom field name:
  • Revenue KPI

    Revenue KPI

    In "Edit custom fields options" window select the following options for the custom field "REVs"

    • In "Edit custom fields options" window select the following options for the custom field "REVs"
    • In "Settings for" select "This task group"
    • Select "Enable"
    • Select "Calculated by custom field formula (for task group)"

    Revenue KPI

    If you would like to edit the value of this KPI manually please do the following:

    • delete formula in Edit custom field window:

    Revenue KPI

    Select the following settings in "Edit custom fields options" window

    • In "Settings for" select "This task group"
    • select "Enable"
    • select "Edit"

    Revenue KPI

    • to enter/edit the value for this custom field select task group, select "Edit" and open "Custom fields" tab

    Revenue KPI

    Revenue KPI

    Revenue KPI on Task Tree


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