How to calculate your turnover?

CALCULATING THE TURNOVER ACCORDING TO A TIME PERIOD 

• Getting directly the turnover of the day, the week or the month

GOOD TO KNOW

Before starting, it is important to know how the turnover is calculated on the dashboard. The turnover is the sum of all products and services sold. Credit notes are subtracted, unpaid or partially paid sales are counted. 

To know the club's turnover on the current day, month or year, you can go to the dashboard and see the Turnover indicator.

The dashboard enables to see the turnover amount on the current day, month or year. To change the period, just click on the scrolling list and select the one you want: 

To know the turnover trend under a graph, just click on the arrow on the right.

To know how to get a management export, click HERE. Moreover, if the indicator is not on the dashboard yet but you want to add it, just go to the dashboard settings as explained in this article.

• Directly calculating the turnover for each day of the week 

Prerequisite

You must have previously activated the “Turnover” indicator on the Dashboard. To learn how to do this, please read this article. 

To know the revenue for each day of the week, month or any other time period, you just have to follow the steps detailed in this article. 

STEP 1: GO TO THE MANAGEMENT EXPORTS

From the management exports, download the export of the dashboard indicators by selecting the following settings: 

- Make an export of the dashboard indicators

- Start date : 01/06/2020

- End date : 30/06/2020

- Choose the club: the one you chose or “all clubs”

- Type of group: daily group

What type of group should you choose? 

You may export…

… according to a weekly group > so as to learn the turnover for each week of the period

… according to a monthly group > so as to learn the turnover for each month of the period

… cumulatively so as to get the total amount of the turnover for the period (please note that the total amount is also available at the end of each export whatever group you may have chosen.) 

Once you clicked on Save, the export is downloaded in the “All exports” category. 

STEP 2: TO READ THE EXPORT OF THE DASHBOARD INDICATORS

The turnover excluding taxes is indicated here.

The turnover including all taxes is indicated here. 

The days of the week corresponding to the time period are indicated here.

The total amount of the turnover is indicated here. 

• Calculating in detail the turnover of a time period 

From the dashboard, you may know the amount of the club turnover for the current day, month or year as explained in this article. However, the dashboard won’t display the turnover in detail. To do this, it is advised to use the management exports, among them are the invoices and credit notes export providing detailed information about the turnover for the day. 

TO KNOW

To learn how to use the exports, read this article. Here, you will learn how to find the detailed turnover for the club from the invoices and credit notes export. 

The turnover provided on the dashboard is € 116.13  including all taxes for the current month (July). How to find the detailed turnover from the exports? 

STEP 1: FROM THE MANAGEMENT EXPORTS, FIND OUT THE INVOICES AND CREDIT NOTES EXPORT FOR THE MONTH OF OCTOBER

From the Management menu > Management exports > Select the invoices and credit notes export in the drop-down menu. Then, provide the chosen time period. Also provide the legal entity and the club in question, then confirm. 

From the “All exports” tab, click on the download arrow corresponding to the export you need. 

The zip file is downloaded on your browser, you just have to click on it to access the CSV files (Excel-compatible files). 

STEP 2: GO TO THE INVOICES AND CREDIT NOTES LINES

Double-click on the file named “export n°xxx DetailedLinesInvoices&CreditNotesAssets.csv”. 

Once you opened it with Excel, make a sum in the column named “amount with all including taxes for the invoice and credit note line”. Invoices are the positive numbers; credit notes are the negative numbers. It means that the sum in this column will show the revenue including all taxes for the current month (previously indicated with the time period filter when generating the export). 

The formula to use is = SUM(P2:P44). 

Once this formula is applied, you will get the same amount including all taxes as the one for the current month viewable from the dashboard. In the same way, you will find the amount including all taxes and the turnover excluding all taxes in the two columns following the amount including all taxes. 

• Comparing the network clubs’ turnovers

You may activate a turnover export in the network. The first chart will enable to compare the revenue for the indicated time period before downloading the export. 

WARNING

This export must be activated in Resamania. Contact us if you wish to. Note that the export of the dashboard indicators may carry out the same action as long as the turnover is activated in the clubs. 

CALCULATING THE TURNOVER ACCORDING TO PRODUCTS 

By activating the turnover export, you may compare the product sales in charts gathering products according to:

- their product codes 

AND

- their products.