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dimpogkas
2026-07-12 15:33:09 +03:00
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@@ -27,14 +27,14 @@ Designed for Revenue Operations, Billing, Revenue Accounting, and Finance teams
Displays contract revenue in a pivot table grouped by customer, contract, and revenue source (Projects, Monthly Revenue, Resell). Displays contract revenue in a pivot table grouped by customer, contract, and revenue source (Projects, Monthly Revenue, Resell).
<img width="2035" height="1242" alt="image" src="https://github.com/user-attachments/assets/74af1873-4b44-4da0-a5ac-9502b26e2957" /> <img width="719.33" height="552" alt="image" src="https://github.com/user-attachments/assets/74af1873-4b44-4da0-a5ac-9502b26e2957" />
--- ---
### Ledger View ### Ledger View
Displays all General Ledger transactions, including manual journal entries and Order Entry invoices that are not linked to contracts. Displays all General Ledger transactions, including manual journal entries and Order Entry invoices that are not linked to contracts.
<img width="2427" height="1200" alt="image" src="https://github.com/user-attachments/assets/8791d12f-2e12-460c-abf8-8d789fe6ad59" /> <img width="1618" height="800" alt="image" src="https://github.com/user-attachments/assets/8791d12f-2e12-460c-abf8-8d789fe6ad59" />
--- ---
### MRR Summary ### MRR Summary
@@ -50,26 +50,26 @@ Users can immediately identify:
- Pricing changes - Pricing changes
- Other revenue movements - Other revenue movements
<img width="2033" height="1042" alt="image" src="https://github.com/user-attachments/assets/e9d1fa03-18ae-453e-a7d0-5764378242d7" /> <img width="1355.33" height="694.66" alt="image" src="https://github.com/user-attachments/assets/e9d1fa03-18ae-453e-a7d0-5764378242d7" />
### Automatic Transaction Categorisation ### Automatic Transaction Categorisation
Revenue movements are categorised automatically based on imported data. When automatic categorisation is not possible, users can assign categories manually. These mappings are stored locally and reused during future imports, reducing manual effort over time. Revenue movements are categorised automatically based on imported data. When automatic categorisation is not possible, users can assign categories manually. These mappings are stored locally and reused during future imports, reducing manual effort over time.
<img width="2110" height="994" alt="image" src="https://github.com/user-attachments/assets/f01a862e-ea47-4739-9fd3-4348010af347" /> <img width="1406.66" height="662.66" alt="image" src="https://github.com/user-attachments/assets/f01a862e-ea47-4739-9fd3-4348010af347" />
Result: Result:
<img width="2040" height="496" alt="image" src="https://github.com/user-attachments/assets/c6971a06-279e-47f3-9cae-7ddacd742ffc" /> <img width="1360" height="330.66" alt="image" src="https://github.com/user-attachments/assets/c6971a06-279e-47f3-9cae-7ddacd742ffc" />
### Revenue Movement Drill-down ### Revenue Movement Drill-down
Double-clicking a Month-over-Month movement displays the customers and contracts responsible for that change. Double-clicking a Month-over-Month movement displays the customers and contracts responsible for that change.
<img width="2227" height="1103" alt="image" src="https://github.com/user-attachments/assets/733f61ee-4433-411c-9903-ed651f6a5b37" /> <img width="1484.66" height="735.33" alt="image" src="https://github.com/user-attachments/assets/733f61ee-4433-411c-9903-ed651f6a5b37" />
Double-clicking a customer difference in the MRR Summary view displays the individual ledger entries contributing to that movement. Double-clicking a customer difference in the MRR Summary view displays the individual ledger entries contributing to that movement.
<img width="1675" height="965" alt="image" src="https://github.com/user-attachments/assets/da8c2f91-ec72-4181-82f3-e5bbc93b8d46" /> <img width="1116.66" height="643.33" alt="image" src="https://github.com/user-attachments/assets/da8c2f91-ec72-4181-82f3-e5bbc93b8d46" />
### Professional Services Backlog ### Professional Services Backlog
@@ -78,7 +78,7 @@ Calculates remaining project backlog by subtracting billed revenue from the tota
Provides an up-to-date view of remaining Professional Services revenue still to be recognised. Provides an up-to-date view of remaining Professional Services revenue still to be recognised.
<img width="1079" height="316" alt="image" src="https://github.com/user-attachments/assets/849385bd-63ba-4630-9ed5-890366c91e28" /> <img width="719.33" height="210.66" alt="image" src="https://github.com/user-attachments/assets/849385bd-63ba-4630-9ed5-890366c91e28" />
### Technology ### Technology