Sample metric definitions
These definitions explain the fictional portfolio numbers. Agree on a customer's definitions before building their report. Monetary figures use the sample's dollar display; no currency conversion is performed.
| Report | Metric | Calculation and boundary |
|---|---|---|
| Service operations | Revenue | Sum of Revenue for jobs in the selected filters |
| Service operations | Direct margin | Revenue minus DirectCost; excludes overhead, taxes, and owner pay |
| Service operations | Margin rate | Total direct margin / total revenue; an empty denominator shows no rate |
| Service operations | Jobs | Count of included completed job records |
| Agency pipeline | Leads | Count of lead records in the selected filters |
| Agency pipeline | Won deals | Count of records whose Stage is Won |
| Agency pipeline | Win rate | Won / (Won + Lost); Open leads are excluded from the denominator |
| Agency pipeline | Won value | Sum of WonValue on Won records; this is deal value, not collected cash |
| Invoice collections | Invoiced | Sum of Amount for the selected issue-date month and client type |
| Invoice collections | Collected | Sum of amounts whose PaidDate is populated; invoices are wholly paid or unpaid in this sample |
| Invoice collections | Open balance | Sum of amounts with no paid date |
| Invoice collections | Overdue | Unpaid invoices with DueDate before 1 September 2026; aging date is fixed for reproducible comparison |
| Agency marketing | Spend | Sum of Spend across selected month/channel rows |
| Agency marketing | Assigned / attributed revenue | Sum of AttributedRevenue; a fictional allocation, not proof of causal marketing impact |
| Agency marketing | Revenue per $1 spent / ROAS | Total assigned revenue / total spend within the filter |
| Agency marketing | Cost per lead | Total spend / total leads within the filter |
| Power Query cleanup | Accepted rows | Input rows remaining after the documented validation and duplicate checks |
| Power Query cleanup | Exceptions | Rows separated for an owner's decision, with a reason |
| Power Query cleanup | Revenue / direct margin | Totals from accepted rows only |
Ratios use summed numerators and denominators within the active filter. They are not averages of row-level percentages. See the reporting service and sample status for the distinction between native Power BI Desktop checks and these browser previews.
The pipeline and marketing native reports and browser previews use the same fictional Brightline Agency name. Source dates and the invoice aging date are fixed sample periods, not a live current-business report.