Learning dashboard SQL calculations active

Database overview

Automated overview of sales, tax and cash-flow data from the SQLite database.

Overview example 43.6 %

Overall margin rate calculated from sales.

CA HT106 837 715 €
Overdue balances43 903 260 €
Overview

Key metrics

Overview globale
Revenue excluding VAT106 837 715 €
Net VAT payable6 865 101 €
Gross margin46 577 145 €
Margin rate43.6 %
Customer overdue balances43 903 260 €
Cash receipts minus payments24 062 680 €
Calculations

Ratios and attention points

Overdue balance rate35.3 %

Outstanding balances as a share of gross revenue.

Customer concentration0.8 %

Largest customer's share of revenue excluding VAT.

Margin rate43.6 %

Gross margin as a share of revenue excluding VAT.

Attention point

Overdue balances exceed 20% of gross revenue.

Customer portfolio

The largest customer represents less than 30% of revenue excluding VAT.

Visualization

Activity and customer portfolio

Revenue excluding VAT by month

Trend
2023-01
2 751 661 €
2023-02
2 032 361 €
2023-03
2 510 544 €
2023-04
2 445 633 €
2023-05
2 646 019 €
2023-06
2 845 592 €
2023-07
3 107 289 €
2023-08
2 559 208 €
2023-09
2 752 707 €
2023-10
3 139 995 €
2023-11
2 683 980 €
2023-12
2 532 139 €
2024-01
2 740 945 €
2024-02
2 297 032 €
2024-03
2 132 302 €
2024-04
2 468 263 €
2024-05
3 019 420 €
2024-06
2 428 458 €
2024-07
2 523 033 €
2024-08
2 994 946 €
2024-09
2 236 316 €
2024-10
3 124 386 €
2024-11
2 688 300 €
2024-12
2 587 172 €
2025-01
2 553 621 €
2025-02
2 119 257 €
2025-03
2 120 204 €
2025-04
2 402 560 €
2025-05
2 884 428 €
2025-06
2 253 013 €
2025-07
2 648 092 €
2025-08
2 703 652 €
2025-09
2 579 501 €
2025-10
2 341 174 €
2025-11
2 682 426 €
2025-12
2 425 155 €
2026-01
2 751 572 €
2026-02
2 339 662 €
2026-03
2 713 827 €
2026-04
2 429 910 €
2026-05
2 431 362 €
2026-06
1 210 599 €

Top customers by revenue excluding VAT

Concentration
Entreprise Fictive 146
823 087 €
Entreprise Fictive 116
786 781 €
Entreprise Fictive 181
784 572 €
Entreprise Fictive 092
753 774 €
Customer Particulier 155
733 866 €
Additional data VAT, customer receivables and SQL comments Show

VAT overview

Tax
VAT overview
MetricAmount
VAT collected17 637 422 €
Deductible VAT10 772 322 €
Net VAT payable6 865 101 €

Top 10 outstanding balances

Credit management
Invoices with outstanding balances
CustomerInvoiceOutstanding balance
Entreprise Fictive 038#438291 135 €
Entreprise Fictive 187#275185 104 €
Entreprise Fictive 168#412682 889 €
Customer Particulier 130#362182 174 €
Entreprise Fictive 026#10979 997 €
Entreprise Fictive 182#68076 612 €
Entreprise Fictive 096#30974 663 €
Entreprise Fictive 024#141773 821 €
Entreprise Fictive 212#314073 043 €
Entreprise Fictive 078#396071 413 €

Comments generated from calculations

SQL results
Comment

VAT collected exceeds deductible VAT: net VAT payable is €6,865,101.

Comment

Customer overdue balances represent 35.3% of gross revenue.

Comment

The largest customer accounts for 0.8% of revenue excluding VAT.

Comment

The overall margin rate is 43.6%.