Invoiced value
Amounts retained within the operational scope and according to the documented method.
MapMyStaff Help Centre
How should a financial metric be documented?
Document a metric’s definition, scope, source, method, and limitations. An operational reading does not replace your official accounting.
01Define the metric
Why the method matters
Every metric should specify its definition, formula, included data, and exclusions. Without this documentation, a figure may appear precise while remaining difficult to compare.
Invoiced value represents the amounts retained within the operational scope. It does not necessarily correspond to actual cash receipts and does not replace revenue recognized in official accounting.
Actual cash receipt
Payments actually received, which may differ from invoiced values.
Official accounting
Recognition of revenue, expenses, and results according to the company’s accounting rules.
02Document the method
Structure the metric sheet
Here is an example of documentation for the “Invoiced value over the period” metric. The sheet explains what the figure represents, how it is aggregated, and how far it can be interpreted.
Example methodology sheet
Invoiced value over the period
Operational reading
- Management question
- What invoiced value is associated with the activities included in the selected scope?
- Definition
- Documented amounts for appointments included in the selected scope.
- Unit
- Monetary value in the currency used by the business.
- Scope
- The period and filters actually available in the view being reviewed. Some data may be limited to an overall reading.
- Period
- The period selected in the view being reviewed.
- Source
- Appointments and invoiced values recorded in MapMyStaff.
- Formula and aggregation
- Sum of invoiced value within the current scope.
- Inclusions
- The invoiced values retained in the scope. Travel fees and the minimum-price adjustment are already included when applicable and when they appear in the invoiced amounts.
- Exclusions
- Items outside the selected scope and those for which no invoiced value is retained in the documented calculation.
- Data freshness
- According to the data available at the time of review.
- Internal owner
- The person designated within the business to maintain the definition and validate changes.
- Intended use
- Compare invoiced value across periods or segments when the data and filters support that reading.
03Operational values
The limitations of simplified models
When actual expenses are not incorporated into the calculation, operating-profit and margin metrics rely on a simplified model. They may then provide an incomplete or artificially high reading of profitability. These values are not a final accounting margin.
A reading of recorded activities
It depends on the scope, filters, and amounts retained in the documented calculation.
A model may remain incomplete
Without actual expenses, these metrics do not describe the business’s final accounting profitability.
Context remains necessary
A result draws attention but does not automatically prove the cause of a change.
03Verify limitations
Read the state accompanying the data
The interface prefers to indicate n/a rather than display a false zero when information is missing. Each state specifies how far the figure can be used.
Calculation available
The value can be calculated for the active scope according to the available data and documented method.
Explicit limitation
A value is available, but an explicit limitation must accompany its interpretation.
No silent extrapolation
The value must not be extrapolated to a narrower filter when the breakdown cannot be defended.
Calculation not defensible
The required data or granularity does not support a defensible calculation.
04Technical support
Prepare technical support information
To help us analyze a metric’s behaviour, prepare its context, state, and the result actually displayed.
Contact support- The exact metric name
- The active period and filters
- The displayed value and expected result
- The displayed state: exact, partial, n/a, or overall view only
- The relevant interface location and a screenshot
- The data or detail lines used for verification, if available
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