Introduction

This article explains the different options available in the Revenue report in TRAEDE. These options allow you to change data sources, adjust comparison methods, include fees, and display charts. Understanding these functions helps you analyze sales performance more accurately—especially during pre-sales or across customer segments.

Using the revenue report options

Data source

At the top of the revenue report, you will find Data source.

By default, TRAEDE uses:

• Invoices

• Credit notes

This ensures that net revenue is calculated correctly by subtracting credit notes from invoice totals.

Switching to “Orders”

If you are running a pre-sale or want to monitor incoming demand rather than invoiced revenue:

1. Change the data source to Orders.

2. TRAEDE will now summarize revenue based on all orders instead of invoices.

Important notes:

• When using “Orders,” there are no returns, since returns only exist on invoices.

• Therefore, Revenue and Net revenue will always be identical in this mode.

Comparison type

If your report includes a comparison period, you can choose how the comparison is displayed:

• Percentage (%) — default

• Index number

Example:
If you compare revenue month-by-month, choose the format that best matches your analysis style.
To switch:

1. Select Index number in the comparison type dropdown.

2. Click Regenerate to refresh the report.

Include fees (shipping & handling)

In the top-right corner, you will find an option to Include fees.

Fees include:

• Shipping

• Handling fees

When enabled, TRAEDE includes these fee amounts in the total revenue—but only in reports where the system can apply fees reliably.

When fees are included

Fees are included when the report groups data in a way that does not split invoice lines.
Example:

• Customer revenue report → Fees included

• Country, season, or order-level grouped reports → Fees included

When fees are NOT included

Fees cannot be included when the report breaks the invoice down by product lines.
Example:

• Product revenue report → TRAEDE cannot split shipping fees per product

• Therefore, fees are excluded

You can test this by toggling the checkbox and watching the revenue values change.

Show graph

You can choose to enable a bar chart at the top of the report.

1. Turn on Show graph to generate a visual summary.

2. The graph works best for simple, single-period reports with one data dimension (e.g., list of customers).

3. Graphs are not recommended for:

   • Multiple periods

   • Matrix calculations

   • Multi-dimensional breakdowns

If the report structure becomes too complex, you can simply disable the graph.