Dashboard number cards
Annual Sales
Sum of net totals of Sales Orders modified this calendar year, before VAT.
In detail
This card sums the net total, before VAT, of submitted Sales Orders that were modified in the current calendar year and whose status is not Draft, Cancelled or Closed. Two quirks matter: it runs on the English calendar year, not fiscal year 2083-2084, and it uses the modified date, so editing an old order's status pulls it into this year. One order to Jivan Dahal gives Rs 32,000. Treat it as a rough order intake figure and use the Revenue card for the accounting number.
Formula
Annual Sales = Sum of base_net_total on Sales Order where docstatus = 1, status not in (Draft, Cancelled, Closed), modified in this year
How to record it in BRAccount
- 01Go to Selling and read the card.
- 02Click the card to open the Sales Order list behind it.
- 03To make it meaningful, open the card menu > Edit and change the filter field from modified to transaction date.
- 04Set the Timespan to a date range matching the Nepali fiscal year.
- 05Compare the result with Financial Reports > Revenue to see how much is still uninvoiced.
When to use it
Yearly order value excluding tax.
Example from the demo books
Rs 32,000 for one order to Jivan Dahal.