Query Tips

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Updated September 18, 2019

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Cloud Accounting

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Expenses

  • What are our average expenses per day
  • All expenses over $XX
  • All expenses below $XX
  • Total expenses per supplier
  • List all expenses last month
  • Total expenses per month for the last three months
  • Total expenses from [supplier xyz] per month for this year
  • Change in total and average expenses per month for the last 3 months
  • Total and average expenses per supplier last month
  • Total and average expenses per account last month
  • Total and average expenses per supplier per account last month
  • Change in total expenses per supplier per month for the last 3 months
  • Change in total expenses per account per month for the last 3 months
  • Column plot average expenses per vendor

Accounts

  • Show me my accounts
  • List all my cash accounts
  • Average sale per account last month
  • Total expenses per account

Accounts Receivable + Accounts Payable

  • Total AR balance per customer
  • Total AR balance per class
  • Total AP balance per vendor
  • Average days to pay per customer

Bills

  • All bills greater than $XX
  • Unpaid bills above $XX for [supplier xyz]
  • For the last 90 days show all unpaid bills
  • All unpaid bills from the last 90 days above $XX
  • All bills per account
  • Total bills per quarter

Sales

  • List all sales from last month
  • All sales over $XX
  • Sales below $XX for customer xyz
  • Total sales per product
  • Total sales per class
  • Total sales per service
  • Average and total sales per day
  • For each service what is the total revenue
  • Average sales per customer per month for the last three months
  • Compare growth in revenue per product per class per year
  • Change in total sales per customer per month for the last three months
  • Change in total sales per product per month for the last three months
  • Total and average sales per service last month
  • Total and average sales per customer per service last month
  • Which customer brings in the most average sales
  • Which customer brings in the least average sales
  • Top 5 customers by revenue
  • For each customer, total revenue and average revenue per month for this year

Invoices

  • List all outstanding invoices
  • All invoices greater than $XX
  • Unpaid invoices above $XX from [customer xyz]
  • List all unpaid invoices more than 90 days
  • List all unpaid invoices from the last 90 days above $XX
  • All invoices with product name
  • Average invoice per customer
  • Average invoice amount per product

Budgets vs. Actuals

  • Compare total expenses to budget this quarter
  • Compare expenses to budget by account per month for the last 3 months
  • Which revenue accounts were we under budget on last month?
  • Which expense accounts were we over budget on last month?
  • Which months and accounts were we over budget by 20% or more for sales last year?
  • What expense accounts were we under budget on by 10% or more?

Cash Flow Forecasting

  • Cash flow forecast per month
  • Cash flow forecast by week
  • Probable cash flow forecast by month next 5 months
  • Probable weekly cash flow forecast
  • High cash flow forecast by month
  • Low cash flow forecast by month
  • Weekly cash flow forecast next 2 months
  • Sales cash flow forecast by month
  • Monthly expenditures cash flow forecast
  • Weekly cash balance forecast

Payment Processing

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Payments

  • Total payments per month this year
  • Total payments by status per month last year
  • Total failed payments by customer last month
  • Total number of failed payments per week last two months
  • Total number of failed payments over $1000 last six months
  • Change in average payments per month from June 2018 to December 2018

Currency

  • Total payments by currency per month this year
  • Total payments by status per month last year for each currency
  • Average charges per currency for each month last year
  • Average charges per currency for each month of last year
  • Total sales per currency for each month last quarter
  • Total number of purchases per currency last three months

Fees

  • Total fees per month last year
  • Total fees per month last year from each currency
  • Total fees per quarter last year from each currency
  • Total fees per week from February 15, 2018 to June 30, 2018

Customers

  • All customers
  • All purchases by [customer email address] last year
  • All purchases by [customer email address] from Oct 2018 to Dec 2018
  • Total payments from [customer email address] this month
  • Total failed payments by customer this month

Products

  • All Products
  • Total sales per product
  • Top 5 products by revenue last three months
  • Top 7 products by number of units sold from March 2018 to July 2018
  • What’s our total sales from [product name] this month by currency
  • Total number of sales from [product name] between [date range] by currency

Monthly Recurring Revenue (MRR)

  • Total new MRR per month last year
  • Total contraction MRR per product by month last year
  • Average expansion MRR per month last two quarters
  • Total expansion MRR per product from May 2018 to April 2019
  • Total churn MRR per month last year
  • Total churn per month last year
  • Total reactivation MRR by customer per month this year

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