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      Net Revenue and Target Tracking for Better Insights
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      Net Revenue and Target Tracking for Better Insights

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      Article summary

      Using Mapp Intelligence, you can define and track monthly Net Revenue targets to assess your company’s financial performance with greater precision. By incorporating return data, this approach provides a more accurate view of your actual revenue, helping you make informed decisions to optimize sales strategies and align with business objectives.

      The following video demonstrates, step by step, how to set up Net Revenue tracking and analyze your progress effectively.

      Here are the steps that are mentioned in the video above.

      Note

      To create the Net Revenue metric and proceed with this use case, you must import return data into Mapp Intelligence. This step is not covered in the video. Please refer to the documentation for detailed instructions on importing return data.

      Step

      Where

      What

      Step 1: Define Net Revenue

      Custom Figures > Custom Formulas

      • Create formula “Net Revenue”.

      • Formula: Value Purchased Products - Return Value

      • Save with default settings.

      Step 2: Set Up a Time Category

      Configuration > Categories > Time Categories

      • Define a Time Category for Net Revenue Targets.  

      • Enter a title (e.g., “Net Revenue (Target)”).  

      • Set Data Type to “figure”, Aggregation to “Sum”.  

      • Download template, adapt, and import:

        • Select Import.

        • Upload file.

        • Monitor import status under Show Current Imports (“Pending” → “Done”)

      Step 3: Create a Custom Formula

      Custom Figures > Custom Formulas

      • Create formula “Net Revenue (Target Achievement %)”

      • Formula: “Net Revenue (Target) / Net Revenue * 100”.  

      • Format: “Distribution”, Visualization: “Traffic lights”  

      • Decimal places:  0.

      Step 4: Analyze Target Achievement

      Visitors > Time > Months

      • Add metrics “Net Revenue (Target)”, “Net Revenue (Target Achievement %)”  

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