get_revenue_quarterly โ Quarterly Revenue
How much we invoiced per customer and salesperson, by quarter, from posted A/R invoices.
/SQLQueries) โ dynamic
aggregate SQL returning per-query rows, not a fixed Service Layer entity.Quarterly revenue report โ how much we invoiced per customer and salesperson, by quarter.
Returns one row per quarter ร customer ร salesperson with the summed revenue, plus the year,
quarter, and a YYYY-Qn period label (e.g. 2025-Q2), newest quarter first. Revenue is
taken from posted A/R invoices.
Try these prompts
- “show me quarterly revenue”
- “how much did we invoice per quarter?”
- “revenue by quarter”
- “Q2 revenue for C001”
- “which quarter dipped in 2025” ยท “how has revenue trended by quarter since 2023”
ื ืกื ืื ืืขืืจืืช
- “ืืฆื ืืื ืกืืช ืจืืขืื ืืืช”
- “ืืื ืืืืื ื ืืื ืจืืขืื?”
- “ืืืืื ืจืืขืื ืืืืชื ืืจืืื?”
Arguments
| Arg | Required | Meaning |
|---|---|---|
card_code | optional | One customer, e.g. C001. Omit for all customers. |
Example result
Q2 beat Q1. 2025-Q2 โ C001 Acme Corp $31,000; C002 Beta Industries $18,500. 2025-Q1 โ C001 Acme Corp $24,200.
Result columns
| Column | Type | Meaning |
|---|---|---|
year | number | The calendar year. Declared number because that is what the row holds (int32 in the query); it reads as a label, but the type states the DATA, not the axis role. |
quarter | number | The calendar quarter, 1-4. |
period_label | text | Year and quarter rendered for display, e.g. 2025-Q2. |
customer_code | text | The invoiced customer’s SAP code. |
customer_name | text | The invoiced customer’s name. |
salesperson_code | number | The salesperson credited with the invoices (0 when unassigned). |
revenue | number | Revenue posted for that quarter ร customer ร salesperson. |
Charts
None. This tool returns one row per period ร customer ร salesperson, so period_label
repeats across rows and a line keyed on it would plot the same quarter many times. Aggregation
belongs in the tool’s SQL, not the chart layer (decided 2026-07-29): a chart is declarable
only where the tool already returns the grain the chart wants. To chart revenue over time,
add a rollup that groups to one row per period.
Related
get_revenue_monthlyโ finer monthly breakdown.get_revenue_annualโ yearly rollup.