Revenue Calculations

[Jon_Znavor]

I am trying to calculate the revenue my company would retain after COGs or the gross profit.  I have this formula currently

Gross = [Total Charges] (in revenue) - [Journal Expenses].  and I have the page filtered to only include the necessary expenses.  However I know one of the calculations is off as part of the pay went through my AP to pay another carrier who moved the load, but it currently shows we retainted a majority of the revenue.

[Anonymous]

Hi @Jon_Znavor ,
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[Anonymous]

Hi @Jon_Znavor ,
I wanted to follow up on our previous suggestions regarding the issue you are facing. We would like to hear back from you to ensure we can assist you further. If our response has addressed your query, please accept it as a solution and give a ‘Kudos’ so other members can easily find it. 
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[Anonymous]

Hi @Jon_Znavor ,
Has the issue been resolved on your end? If so, please share your solution and mark it as "Accept as Solution." This will assist others in the community who are dealing with similar problems and help them find a solution more quickly.
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[Anonymous · Accepted solution]

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.