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Understanding Revenue Charts

Learn how to interpret and use revenue visualization in the analytics dashboard

Overview

The Analytics Dashboard includes two distinct revenue charts that provide different perspectives on your earnings. "Revenue by Order Creation Date" shows when work was started, while "Revenue by Completion Date" shows when money was earned. Both charts use area graph visualization with color gradients for clear trend identification.

Tip: Both revenue charts only count orders with status "completed". Pending, processing, or cancelled orders do not appear in revenue calculations.

Revenue by Order Creation Date

What It Shows

This chart plots revenue from completed orders at the date they were originally created (when the client first placed the order). The revenue is plotted at order creation time, but only for orders that have since been completed.

  • Chart Color: Green area with gradient (from #10B981)
  • Data Source: Uses order.date field (creation timestamp)
  • Filter: Only includes orders with orderStatus === 'completed'
  • Purpose: See when high-value work was started

When to Use This Chart

  • Identify busy order intake periods: See when you received the most orders
  • Plan capacity: Understand when clients typically place orders
  • Analyze lead time: Compare creation dates to completion dates
  • Marketing effectiveness: See if campaigns increased order creation
Example: If you ran a promotion in early November, this chart will show increased revenue bars for early November (when orders were created), even if those orders weren't completed until later in the month.

Important Considerations

  • • Revenue appears at creation date, not when money was received
  • • Only completed orders appear - so the chart shows "completed work that was started on X date"
  • • Long lead times may cause creation and completion dates to differ significantly
  • • Tooltip shows: "Completed orders created on this date"

Revenue by Completion Date

What It Shows

This chart plots revenue at the date when orders were marked as completed. It represents when work was finished and (typically) when payment was collected.

  • Chart Color: Blue area with gradient (from #60A5FA)
  • Data Source: Uses order.completedAt field (or falls back to order.date if completedAt is missing)
  • Filter: Only includes orders with orderStatus === 'completed'
  • Purpose: See when revenue was actually earned

When to Use This Chart

  • Cash flow analysis: See when money was actually earned
  • Monthly revenue tracking: Match accounting periods
  • Performance metrics: Track productive output by completion time
  • Operational efficiency: See when you're finishing the most work
Example: If you complete 10 orders on November 15th totaling $1,000, the chart will show a $1,000 spike on November 15th, regardless of when those orders were originally created.

Important Considerations

  • • This chart better reflects actual earnings timeline
  • • Matches when you typically collect payment from clients
  • • Useful for comparing to bank deposits and accounting records
  • • If completedAt field is missing, falls back to creation date

Chart Visualization Features

Interactive Elements

  • Hover Tooltips: Move your mouse over any data point to see detailed information
    • - Shows the exact date/period label
    • - Displays precise revenue amount in your selected currency
    • - Green chart shows: "Completed orders created on this date"
    • - Blue chart shows revenue without additional context
  • Active Dots: Larger dots appear when hovering over data points for precise value reading
  • Cursor Line: Vertical line follows your mouse to align with data points

Chart Header Information

  • Chart Title: Clearly identifies whether it's creation or completion date
  • Description: Brief explanation of what the chart shows
  • Total Revenue: Large number in top-right showing sum for selected time range
  • Period Label: Shows whether it's Weekly, Monthly, Quarterly, Yearly, or All Time

Axis Labels

  • X-Axis (Horizontal): Time periods
    • - 7D: Weekday names (Mon, Tue, Wed...)
    • - 1M: Day numbers (1, 2, 3... 30)
    • - 3M: Week numbers (W1, W2... W12)
    • - 1Y/ALL: Month names (Jan, Feb, Mar...)
  • Y-Axis (Vertical): Revenue amounts
    • - Automatically scales to fit data
    • - Shows currency symbol ($, CA$, €)
    • - Uses abbreviations: 1k = $1,000, 1M = $1,000,000
    • - Adapts to your selected currency preference

Grid and Styling

  • Grid Lines: Dashed horizontal and vertical lines for easier value reading
  • Area Fill: Gradient from solid color at top to transparent at bottom
  • Stroke Line: Bold 4px line connecting data points
  • Data Points: Small dots on each data point, larger on hover

Empty States

When Charts Show No Data

If there are no completed orders in the selected time range, both revenue charts display an empty state with:

  • • Gray dashed border box
  • • Icon representing the missing data type
  • • Message: "No completed orders for this period" (green chart) or "No revenue data for this period" (blue chart)
  • • Helpful hint: "Mark orders as completed to see revenue" or "Create orders to see revenue trends"

Tip: If you see empty states but know you have orders, check that: (1) Orders are marked as "completed" status, (2) Order dates fall within the selected time range, (3) You're looking at the correct account.

Currency Conversion

How Revenue Displays in Your Currency

Order totals are stored internally in USD. When rendering revenue charts, the system converts USD values to your selected currency before plotting:

  • USD: No conversion (1:1 ratio)
  • CAD: Converted using current conversion rate
  • EUR: Converted using current conversion rate
Example: If you have $1,000 USD in revenue and switch to CAD, the chart will automatically update to show approximately CA$1,350 (based on exchange rate).

Note: Currency preference is set in the dashboard header (top-right corner). Changing it updates all revenue charts and metrics instantly.

Interpreting Revenue Patterns

Common Patterns and What They Mean

Steady Upward Trend

Revenue consistently increasing over time. Indicates business growth, effective marketing, or seasonal peak.

Downward Trend

Decreasing revenue. May indicate seasonal slow period, market changes, or need for marketing efforts.

Spikes and Valleys

Irregular high and low points. Common for project-based work or when large orders are infrequent.

Flat Line (Low or Zero)

No revenue in period. Either no completed orders, or orders are in other statuses (pending/processing).

Repeating Pattern

Regular cyclical pattern (e.g., high every Monday, low every weekend). Indicates predictable client behavior.

Comparing Both Revenue Charts

Viewing both charts together provides deeper insights:

  • Similar patterns: Orders are completed quickly after creation (short lead time)
  • Different patterns: Significant delay between order creation and completion (long lead time)
  • Green spike, blue flat: Many orders created but not yet completed
  • Blue spike, green flat: Completing backlog of older orders

Best Practices

  • Review both charts regularly - Each provides unique insights about your business timing
  • Use completion date for accounting - Better matches when revenue is actually earned
  • Use creation date for capacity planning - See when you're getting the most orders
  • Mark orders completed promptly - Ensures accurate revenue timing in charts
  • Compare across time ranges - Use 7D for weekly, 1M for monthly, 1Y for annual trends
  • Watch for seasonal patterns - Use 1Y or ALL to identify yearly cycles
  • Export data for deeper analysis - Use CSV export feature for external tools

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