Money In
The Money In page shows revenue analytics for a client based on invoices they have issued. All data comes from the AADE myDATA API using the client's stored credentials.
What you see
The page is arranged vertically:
Header — page title ("Money In"), subtitle ("Revenue and customer analytics"), and date range picker
Four KPI cards — key revenue metrics for the selected period
Revenue & Customer Count chart — monthly revenue and customer volume over time
Revenue by Customer table — a ranked breakdown of revenue per customer
KPI cards
Total Revenue (hero card)
What it shows: The total net revenue for the selected period — the sum of all invoices the client has issued, excluding VAT and excluding cancelled invoices. Credit notes are subtracted from the total.
How it is calculated:
Sum of net invoice values on all issued invoices where the client is the issuer, minus any credit notes (types 5.1 and 5.2). VAT is excluded.
Displayed as: Euro amount (€), with a month-on-month percentage delta below.
Data source: Issued invoices from the client's myDATA income book.
Revenue Growth
What it shows: How revenue changed compared to the previous month, expressed as a percentage.
How it is calculated:
(Current month revenue − Previous month revenue) ÷ |Previous month revenue| × 100
A positive value means revenue increased. A negative value means revenue fell. If only one month of data is available, the calculation compares against the prior period total.
Displayed as: Percentage, with a "vs last month" label.
Alert: A warning indicator appears if month-on-month revenue declined by more than 20%.
Active Customers
What it shows: The number of distinct customers who appear on at least one issued invoice in the selected period.
How it is calculated:
Count of distinct counterparty VAT numbers across all issued invoices in the period.
Displayed as: A whole number.
Note: Customers are identified by their VAT number on the invoice. If the same customer appears under different VAT numbers, they are counted separately.
Customer Concentration
What it shows: The share of total revenue accounted for by the top five customers, expressed as a percentage. This is a measure of revenue concentration risk — a high percentage means a large portion of income depends on a small number of customers.
How it is calculated:
(Sum of revenue from the top 5 customers by revenue ÷ Total revenue) × 100
Displayed as: Percentage.
Alert: A warning indicator appears if the top-five concentration exceeds 80%.
Example: A reading of 75% means three-quarters of all revenue comes from just five customers.
Revenue & Customer Count chart
The chart shows two series plotted by month:
Revenue (€) — shown as a shaded area (left axis)
Customer count — shown as a dashed line (right axis)
Use this chart to identify months with high revenue but low customer volume (a concentration signal) or months with many customers but lower average revenue.
The chart updates instantly when you change the date range picker in the header.
Revenue by Customer table
The table ranks the top 10 customers by their total revenue contribution in the selected period.
Column | Description |
|---|---|
# | Rank (1 = highest revenue) |
Customer | Counterparty name, or VAT number if no name is available |
Revenue (€) | Net revenue from this customer in the period |
Share | Percentage of total revenue, shown as a number and a visual bar |
If a customer name is not available on the invoice, the table shows "Unknown" with the VAT number where possible.
Detail drawer
Clicking any KPI card opens the detail drawer. See Using the detail drawer for a full explanation of the controls.
The drawer for each card shows a definition of the metric and the calculated values by month:
Metric | Definition shown in drawer |
|---|---|
Total Revenue | "Sum of net invoice values where you are the issuer, excluding cancelled invoices. Source: myDATA." |
Revenue Growth | Shows month-by-month growth rates with MoM delta |
Active Customers | Shows monthly distinct customer counts |
Customer Concentration | Shows monthly top-5 concentration percentages |
Suggested AI questions
When you open Ask AI from a Money In metric, the following suggested questions are shown:
Total Revenue
- "What drove revenue this period?"
- "Which customer contributed most?"
- "How does this compare to last month?"
Revenue Growth
- "Why did my revenue change?"
- "Is this trend seasonal?"
- "How can I improve growth?"
Active Customers
- "Who are my active customers?"
- "Have I lost any customers?"
- "What is my retention rate?"
Customer Concentration
- "Is my revenue too concentrated?"
- "What is my risk exposure?"
- "How can I diversify?"
Troubleshooting
"No myDATA credentials configured for this client." The client record does not have myDATA API credentials saved. An administrator needs to add the AADE User ID and Subscription Key on the client's Finance & Tax tab. See myDATA credentials.
KPI cards show "N/A". There is no data for the selected date range. Try widening the date range using the picker in the header.
The Revenue Growth card shows a large negative number. Revenue fell significantly month-on-month. The card shows the exact percentage decline. Open the card to view the month-by-month breakdown in the detail drawer and identify which month the drop occurred.
Some customers appear as "Unknown" in the Revenue by Customer table. The invoice in myDATA did not include the counterparty's name — only their VAT number or no counterparty data at all. This can happen with retail receipts or invoices issued without full counterparty details.
Updated on: 14/04/2026
Thank you!