Page Comparison

What is the general pattern for each line item on the Financials dashboard?

Headers:

Mobile ☝️

Desktop ☝️

Line items:

If expense:

• Transaction => Item name (& “Date” for mobile)

• Type => Expense type

• Amount => Amount (shown in red and with negative sign if expense)

If revenue:

• Transaction => Customer (& “Date” for mobile)

• Type => Revenue type

• Amount => Amount (shown in green and with positive sign if expense)

Does it makes the most sense to aggregate all crop sales for a particular day together into one “bundled” item, rather than displaying them as potentially dozens of individual transactions on the same day?

No! Reasoning is that the user can already add as many crops to each instance of the crop sale revenue as they would like. Our bundling on the finances dashboard should mirror the way the user creates the revenue.

How should crop sale bundles be displayed?

“Transaction” = <Customer> & <Date>

“Type” = “Crop sale” (In the general case the type of revenue or expense)

Does it makes the most sense to aggregate all labour expenses for a particular day together into one “bundled” item, rather than displaying them as potentially dozens of individual transactions on the same day?

Yes! The existing screens to view labour expenses by person or task lend themselves well to daily bundles (though “View all labour expenses >” should be removed).

What does the “>” arrow on each line item do?

For individual expenses and revenues, it navigates them to the read-only detail page for that transaction. For labour expense “bundles” it navigates them to the existing labour expense homepage.

25 Sep 2023 update -Loic Sans is looking at a different icon or method than “>” to do this, but the user does need the ability to access the read-only detail page from the Finances dashboard

For crop sales with “…” “+ X”, how would we view those additional lines?

25 Sep 2023 update - For crop sale, it would navigate them to the crop sale read only detail page.

For labour expenses, it would navigate the user to the labour expenses page.

What happens when a user clicks on projected revenue on the finances dashboard?

TBD; there will be 2 types of futures revenues shortly:

1. Estimated harvest amounts

2. Revenues created with a future data

Should “estimated harvests” be shown as future revenues? If so, how do we treat this side by side with future crop sales?

Should the finances dashboard show future revenues and expenses? How?

Probably! The how is a TBD

If there are future revenues and expenses shown on the finances page - how are they ordered amongst current and past transactions?

Current ordering is most recent first

Do the finances KPIs update for the selected time period?

Yes! Loic Sans in case you disagree…