> For the complete documentation index, see [llms.txt](https://wiki.dieagenturverwaltung.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wiki.dieagenturverwaltung.de/die-agenturverwaltung-en/berichte-1/jahresrueckblick.md). # Annual review If your company is only just starting to use Die Agenturverwaltung, there may not be much to read from the annual review report yet. However, it becomes increasingly valuable over time and helps identify long-term trends. The following example charts show how the report behaves when data is available. ## Revenue compared to the previous year ![](/files/390c8b7963873afe0b9a8e3fead3799a13e11be3) This view shows all revenues from job-related invoices with status "sent" minus the revenue from job-related sent credit invoices. The values fall into the corresponding months according to their invoice date. Service periods are not taken into account. The lighter bar indicates the value of the respective previous year as a trend. Above the chart the starting month can be set (normally the current month). This means it is possible to shift the view one or two years into the past. If a custom filter is applied, the data only relates to the customers, customer accounts and jobs defined in that filter. ## Estimate volumes ![](/files/eab683fd21e4807d885ac0a4decd61922bdac003) This view shows all revenues from job-related estimates. The values fall into the corresponding months according to their date. Service periods are not taken into account. Above the chart the starting month can be set (normally the current month). This means it is possible to shift the view one or two years into the past. If a custom filter is applied, the data only relates to the customers, customer accounts and jobs defined in that filter ## Budget and fixed costs ![](/files/526da6c5ca066255dd2ad12c53953e595424a535) The monthly values include the net budgets of job-related estimates **by service period** only. Only estimates whose approval falls into the selected probabilities and that are approved or billed are taken into account. The red line represents recurring agency fixed costs (e.g. rent, salaries, vehicle fleet, ...) that are not assigned to specific jobs. It should not exceed the agency service share. More on the topic of fixed costs, how they are composed, and how to define them is available here: {% content-ref url="/pages/479e3ff9e79e02685d3e7c352a9873dbb729a675" %} [Fixed agency costs](/die-agenturverwaltung-en/einstellungen-1/finanzen/agenturfixkosten.md) {% endcontent-ref %} {% hint style="info" %} **Note:**\ Deductions such as discounts and markup in estimates are *not service-specific* and are not taken into account in this view. {% endhint %} Above the chart the starting month can be set (normally the current month). This means it is possible to shift the view one or two years into the past. If a custom filter is applied, the data only relates to the customers, customer accounts and jobs defined in that filter. The probability filter refers to the likelihood of planned budgets. Multiple probabilities can also be selected, e.g. "certain" *and* "likely" can be selected. ## Income and expenses ![](/files/15a6a4ad32d206f5ace6b7e74579698840fddf86) The monthly values include the net totals of all purchase invoices, invoices, cancellation invoices as well as credit invoices regardless of payment receipt. This explicitly also includes **non-job-related invoices** e.g. rent, internet etc. are taken into account. Above the chart the starting month can be set (normally the current month). This means it is possible to shift the view one or two years into the past. ## Budget and incurred service ![](/files/89a00dd9e041935b8c012e4ca4c4de65479242a9) This chart compares calculated or planned budgets and incurred services across their respective delivery or service periods. {% hint style="info" %} **Note**\ Deductions in estimates are not service-specific and are not taken into account here. {% endhint %} Above the chart the starting month can be set (normally the current month). This means it is possible to shift the view one or two years into the past. If a custom filter is applied, the data only relates to the customers, customer accounts and jobs defined in that filter. The probability filter refers to the likelihood of planned budgets. Multiple probabilities can also be selected, e.g. "certain" *and* "likely" can be selected. ## Delivered and billed ![](/files/2188c98b7411988e39592d3890634c4ae1045c0d) This view compares all job-related delivered services with the services actually billed. Incurred agency services are time-tracking entries that were delivered at the hourly rates agreed with the customer. Billed agency services are the parts of job-related invoices whose line items are not explicitly marked as external service. Incurred external services are purchase invoices booked to jobs - regardless of cost type, i.e. whether they can be charged to the customer or not. Excluded are so-called "pass-through" external services. Billed agency services are the parts of job-related invoices whose line items are marked as external service. Above the chart the starting month can be set (normally the current month). This means it is possible to shift the view one or two years into the past. If a custom filter is applied, the data only relates to the customers, customer accounts and jobs defined in that filter. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://wiki.dieagenturverwaltung.de/die-agenturverwaltung-en/berichte-1/jahresrueckblick.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.