Invoices list view KPIs

The table for a list and brief description of each out-of-the-box Key Performance Indicator (KPI).

Note: Some date based KPIs can show one day less than expected due to how time in a date or time field is calculated.


KPI	Description
Total Revenue	The sum of invoice items base prices associated with the invoices in the list. Based on the Total Base Amount. Includes only invoices with a status not equal to Proforma, Void, Dispute, or WriteOff.
Average Revenue	The sum of invoice items base prices associated with the invoices in the list, divided by the number of invoices in the list. Based on the Total Base Amount. Includes only invoices with a status not equal to Proforma, Void, Dispute, or WriteOff.
Revenue Range	The lowest and highest sums of invoice items base prices of invoices in the list represented as a currency value. Based on the Total Base Amount. Includes only invoices with a status not equal to Proforma, Void, Dispute, or WriteOff.
Total Profit	Sum of invoice items base prices associated with the invoices in the list, minus the sum of invoice items base costs associated with the invoices in the list represented as a currency value. Based on the Total Base Amount and Total Cost. Includes only invoices with a status not equal to Proforma, Void, Dispute, or WriteOff.
Average Profit	Sum of invoice items base prices associated with the invoices in the list, minus the sum of invoice items base costs associated with the invoices in the list, divided by the number of invoices in the list represented as a currency value. Based on the Total Base Amount and Total Cost. Includes only invoices with a status not equal to Proforma, Void, Dispute, or WriteOff.
Profit Range	The lowest and highest profit values for invoices in the list represented as currency values. Based on the Total Base Amount and Total Cost. Includes only invoices with a status not equal to Proforma, Void, Dispute, or WriteOff.
Total Margin (%)	Sum of invoice items base prices associated with the invoices in the list, minus the sum of invoice items base costs associated with the invoices in the list, divided by the sum of invoice items base costs associated with the invoices in the list represented as a percent. Based on the Total Base Amount and Total Cost. Includes only invoices with a status not equal to Proforma, Void, Dispute, or WriteOff.
Average Margin (%)	Total Margin of the invoices in the list, divided by the sum of invoice items base costs associated with the invoices in the list represented as a percent. Based on the Total Base Amount and Total Cost. Includes only invoices with a status not equal to Proforma, Void, Dispute, or WriteOff.
Margin Range (%)	The lowest and highest margin percentages for invoices in the list. Based on the Total Base Amount and Total Cost. Includes only invoices with a status not equal to Proforma, Void, Dispute, or WriteOff.
Past Due Invoices	A count of open invoices with a Due Date less than today in the list of invoices and the total sum of invoice items base prices associated with the past due invoices in the list. Based on the Total Base Amount and Due Date. Includes only invoices with the ERP status is Open, PartialPaid.
Pending Invoices	A count of open invoices with a Due Date greater than today in the list of invoices and the total sum of invoice items base prices associated with pending invoices in the list. Based on the Total Base Amount and Due Date. Includes only invoices with the ERP status is Open, PartialPaid.