Revenue Reports

Where to Find It

Open Reports > Revenue in the sidebar. The page aggregates every recognized dollar from bookings in your organization and slices it six ways, each on its own tab.

Revenue is recognized on the return date of a booking, not on the booking date or payment date. That is the most accurate reflection of delivered service.

The Six Views

1. Monthly Totals

A bar chart plus table of total revenue by month, with prior year shown as a faint overlay on the chart. Each bar stacks the revenue composition: base rental, damage waiver, delivery, add-ons, taxes.

Use this view to:

• Spot seasonality at a glance.
• Quickly answer "how did this month compare to the same month last year."
• Identify months where add-ons or delivery are an unusually large share — often a sign of a new product working.

2. By Trailer

Every trailer, sorted by revenue, with total, bookings count, average booking value, and revenue per owned day. Click any trailer row for its full revenue history.

Use this view to:

• Identify underperforming trailers.
• Confirm your most profitable trailers and consider duplicating them.
• Check whether a new trailer is hitting its expected run rate.

3. By Type

Revenue summed by trailer type (enclosed cargo, dump, equipment hauler, utility, and so on). Great for fleet planning: if your dump fleet out-earns your enclosed fleet per trailer, that is a signal about where to invest next.

4. By Day of Week

Total and average revenue by day, Sunday through Saturday. Most trailer businesses are weekend-heavy, but the shape varies. Knowing yours helps you price dynamically — raising weekend rates and sharpening midweek discounts.

5. Year over Year

A side-by-side chart and table comparing the current period to the same period in the prior year, month by month. Percentage growth is calculated per month and overall.

Use this view at the end of the year to set next year's targets and to tell a growth story to investors, lenders, or yourself.

6. Top Days

The single highest-revenue days in the period, ranked. You can pivot to best booking days (highest booking count) or highest-average-value days instead of raw revenue.

Use this to see which holidays and events matter most to your business — then make sure you are pricing, staffing, and inspecting accordingly.

Filters

At the top of the page:

• Date range — the usual presets plus custom.
• Trailer — narrow to one trailer or a tag.
• Type — narrow to one or more trailer types.
• Customer segment — (if enabled) split out commercial vs. residential.

Filters apply across all six tabs simultaneously.

Export CSV

Every table has an Export CSV button. The export includes the full detail rows and is compatible with QuickBooks, Excel, and Google Sheets. If you use QuickBooks Online with the TrailerBase integration, revenue already posts as invoices — so this export is for deeper analysis rather than accounting.

Use CSV exports for:

• Board or investor decks.
• Sales tax filings.
• Custom pivots not built into the report.
• Handoffs to an outside accountant.

Reading the Numbers Honestly

A few notes:

• Refunds reduce revenue in the month the refund is processed, not the original booking month. That can create small reconciliation oddities — the Monthly Totals will not exactly match the per-booking list if refunds crossed months.
• Damage waivers and delivery fees are included in revenue. Security deposits are not — they are held liabilities.
• Taxes are shown separately on the By Type tab if you charge tax.

Tips

• Compare like to like. When benchmarking a month against another, check the number of operating days and the active fleet size. Growth adjusted for fleet size is the truest measure.
• Pair revenue with utilization. A high-revenue trailer with low utilization is priced well; a low-revenue trailer with high utilization is priced too low.
• Export monthly. Even if you rely on the dashboard, a CSV snapshot is cheap insurance against any future data questions.