Revenue & Costs
Data Source: CGIHIST, MNBDD, MNBDH
To open the Revenue & Costs tab, click the Supervisor link on the Rental list of the Product Support Quick Links screen.
The Revenue & Costs tab allows you to view the top ten (or bottom ten) revenue and maintenance costs by customer, salesperson, groups, and units.
The following search fields appear on the Revenue & Costs tab:
Field | Description |
---|---|
Select Location | Search for revenue and cost by entering a branch location or multiple locations. |
Select Category | Search for revenue and cost by entering a category. |
Select Class | Search for revenue and cost by entering a class. |
Select Subclass | Search for revenue and cost by entering a subclass. |
Select Period | Search for revenue and cost by selecting a period from the drop down list. |
Select Date Range |
Narrow down the revenue and cost search results by selecting a date range (this only applies to the "Date Range" period). |
Comparison Date Range |
Allows you to enter a comparison date range which compares the results to the results from the date range entered in the Select Date Range field. Note: A Comparison column will appear in each view allowing you to see comparison values. |
Click on the Arrow icons to either view the top ten revenue or bottom ten revenue for the corresponding category
The following fields appear in the Revenues by Customers section of the Revenue & Costs tab:
Revenues by Customers | |
---|---|
Field | Description |
Customer |
The name of the customer. Note: The top ten or bottom ten customers are listed depending on which arrow icon has been selected. |
Revenue | The customer's total revenue. |
Comparison |
The comparison customer revenue value. Note: This field will only appear if a Comparison Date Range is entered. |
Click on a Customer to open the Customer Profile screen.
Click on the Revenue to open the Revenues by Customers screen.
The following fields appear in the Revenues by Salespeople section of the Revenue & Costs tab:
Revenues by Salespeople | |
---|---|
Field | Description |
Salesperson |
The name of the salesperson. Note: The top ten or bottom ten salespeople are listed depending on which arrow icon has been selected. |
Revenue | The salesperson's total revenue. |
Comparison |
The comparison salesperson revenue value. Note: This field will only appear if a Comparison Date Range is entered. |
Click on the Revenue to open the Revenues by Salesperson screen.
The following fields appear in the Revenues by Group section of the Revenue & Costs tab:
Revenues by Group | |
---|---|
Field | Description |
Group |
The name of the equipment group. Note: The top ten or bottom ten equipment groups are listed depending on which arrow icon has been selected. |
Revenue | The equipment group's total revenue. |
Comparison |
The comparison equipment group revenue value. Note: This field will only appear if a Comparison Date Range is entered. |
Click on the Revenue to open the Revenues by Group screen.
The following fields appear in the Revenues by Units section of the Revenue & Costs tab:
Revenues by Units | |
---|---|
Field | Description |
Unit |
The name of the rental unit. Note: The top ten or bottom ten rental units are listed depending on which arrow icon has been selected. |
Description | A brief description of the unit. |
Revenue | The rental unit's total revenue. |
Comparison |
The comparison rental unit revenue value. Note: This field will only appear if a Comparison Date Range is entered. |
Click on a Unit to open the Equipment Profile screen.
Click on the Revenue to open the Revenues by Unit screen.
The following fields appear in the Maintenance Cost by Groups section of the Revenue & Costs tab:
Maintenance Cost by Groups | |
---|---|
Field | Description |
Group |
The name of the equipment group. Note: The top ten or bottom ten equipment groups are listed depending on which arrow icon has been selected. |
Maintenance Cost | The equipment group's total maintenance cost. |
Comparison |
The comparison equipment group total maintenance cost value. Note: This field will only appear if a Comparison Date Range is entered. |
The following fields appear in the Maintenance Cost by Units section of the Revenue & Costs tab:
Maintenance Cost by Units | |
---|---|
Field | Description |
Unit |
The name of the rental unit. Note: The top ten or bottom ten rental units are listed depending on which arrow icon has been selected. |
Description | A brief description of the rental unit. |
Maintenance Cost | The rental unit's total maintenance cost. |
Comparison |
The comparison rental unit's maintenance cost value. Note: This field will only appear if a Comparison Date Range is entered. |