Revenue Calculations

Hi Jon_Znavor ,
Thank you for reaching out to us!

It looks like overstates retained revenue because it doesn't account for AP payments to external carriers.Upon my understanding,I tried to recreate it locally with my sample data.
To fix this, you may need to update the gross profit calculation by including AP costs.
Use below measures:
1. TotalJournalExpenses = SUM('Journal Expenses Table'[Amount])

2. TotalAPPayments = SUM('AP Carrier Payments Table'[Amount])

3. TotalCosts = [TotalJournalExpenses] + [TotalAPPayments]

4. GrossProfit = SUM('Revenue Table'[TotalCharges]) - [TotalCosts]

Then, used a Matrix visual by LoadID to validate all components—charges, journal expenses, AP payments, and actual gross profit. This might give you a clearer picture of true revenue retention.

Attaching the sample file.

If this solution meets your requirement,consider accepting it as solution.If still facing any issue,feel free to contact us with detailed information.

Regards,
Pallavi.