Revenue Analysis

Total revenue analysis
Total revenue for the calendar year 2024
Total invoiced amount for specific periods:
▪︎ August 2024
▪︎ January 2025

Top companies by invoiced amount
Top 10 companies by invoiced amount:
▪︎ June 2024
▪︎ Christmas 2023 to President’s Day 2024
▪︎ Christmas 2023 to Chinese New Year 2024

Visual invoicing insights
Bar chart showing total invoiced amount by month (Calendar Year 2023)

Revenue percentage contributions
Percentage of total revenue (2024) contributed by:
▪︎ Top 10 customers
▪︎ Top 10 companies

Company-specific insights (JOYCE GROUP)
Monthly invoice totals:
▪︎ Calendar years 2023 and 2024
▪︎ Q3 2023
Side-by-side comparison:
▪︎ Quarterly totals (2023 vs. 2024)
▪︎ Monthly totals for Q3 (2023 & 2024)
Itemized charges:
▪︎ August and September (2023 & 2024)

Customer Segmentation

Comparative company analysis
Side-by-side Top 10 companies invoiced amounts:
▪︎ June vs. July 2023
▪︎ June vs. July 2024

Revenue summaries for top customers
Revenue details:
▪︎ December 2024, Year-To-Date (YTD), and Previous Year (PY) revenues
▪︎ January 2025 compared to January 2024 and PY total revenues

Quarterly revenue insights
Top 5 companies by revenue (Q3 2024)

Visual revenue charts
Bar charts of top 10 companies invoiced amounts:
▪︎ Calendar Year 2023
▪︎ Calendar Year 2024

State-level revenue insights
US states with highest revenue (2024)

Revenue growth/decline tracking
Companies with decreased revenue:
▪︎ Q3 to Q4 2024
▪︎ Q2 to Q3 2024
▪︎ Q4 2023 to Q1 2024
▪︎ Q2 2023 vs. Q2 2024
Companies with increased revenue:
▪︎ Q2 2023 vs. Q2 2024

Product Analysis

Highest revenue products
▪︎ Calendar Year 2024
▪︎ March 2024

Product-specific insights (“CDN Bandwidth”)
▪︎ Revenue overview (Q2 2024)
▪︎ Monthly revenue breakdown (Q2 2024)
Comparative analysis:
▪︎ Side-by-side Top 10 companies by month invoiced amount (Q2 2024)

Product offerings
▪︎ Available customer subscription options

Invoice Analysis

Detailed bill insights
Full bill details:
▪︎ Bill B1-26059
▪︎ Bill B1-67637
Monthly bill breakdown:
▪︎ Account S5-1706549875947_3918

Monthly invoicing highlights
▪︎ Top 5 companies by total amount due (November 2023)

Account-specific invoicing summaries
Account number, invoice details (start/end dates, total amount):
▪︎ Account s5-1706548772058_13188
▪︎ Account S5-1706549875947_3918

Tax Analysis

Detailed tax information
▪︎ Tax code, percentage, and amount for Bill B1-52056
▪︎ Taxes for Account S5-1706549875947_3918 (June 2023)

Geographic tax analysis
▪︎ Top 5 states by taxes charged

Role-Based Permissions

User role management
▪︎ Switch user role to sales-user
▪ Permission enforcement. Example: Deny sales-user attempting a Product Management task

User Experience Enhancements

Accuracy feedback integration
Testing environment:
▪︎ Like/Dislike buttons to measure accuracy
▪︎ Query logging for model improvement
Production environment:
▪︎ Option to hide feedback elements

Additional Information & Support

▪︎ Regular documentation updates aligned with product releases.
▪︎ API reference and technical guides available upon request.
▪︎ Dedicated support team for assistance.

Contract PDF Matching & Invoice Dispute Resolution

Contract vs. invoice matching
Corresponding contract values for bills:
▪︎ B1-13572, B1-67869, B1-67848
Item-specific details:
▪︎ Events and detailed data (B1-13572,2, B1-67869,4)
Contract details from bills:
▪︎ Item names, numbers, totals
▪︎ Contract periods and dates (B1-67848, B1-25736)

Account-level contractual details
Contract name and end dates:
▪︎ Accounts: S6-1707169691720_71745, S6-1707169688782_93096, S6-1707169622945_76330

Contract discrepancies identification
▪︎ Customers from Washington (WA) with mismatched invoices (Feb 2023)
▪︎ Customers with invoice exceeding $6600, misaligned with contracts (June 2023)
▪︎ Customers purchasing “Standard Bandwidth v3” with discrepancies (June 2023)
▪︎ Top 5 revenue-state customers (2023) with contract mismatches

Recurring charges insights
▪︎ Charge frequency options for account S6-1707169688782_93096

Detailed customer plan analysis
Account-specific (S6-1707169682962_62149):
▪︎ Plan details: Bandwidth, SMS allowances, restrictions
▪︎ Total tax applied
▪︎ Renewal/change options post-contract expiry
▪︎ Comprehensive contract charges
▪︎ Monthly and quarterly total contract amounts