Page with the financial overview of the funds an organisation has:
Huidig saldo en uitgaven
First table Huidig saldo en uitgaven - shows the totals of each fund:
Totaal gestort (total amount deposited since the start of the fund)
Huidig saldo (Current available saldo (budget) on the fund)
Uitgaven (given out budget since the start of the fund)
Transactiekosten (accumulated transaction costs since the start of the fund)
Tegoeden
Second table Tegoeden - shows more specific amounts for each fund and it's ratios. So, we show:
Totaal (total amount of all vouchers, expired excluded)
Actief (active amount (all vouchers with state 'active's, expired excluded)
Inactief (inactive amount (all vouchers with state 'inactive's, expired excluded)
Uitgeven (total amount given out (distributed/sum of all transactions))
Restant (how much is left (total - uitgegeven))
Under - we have 2 numbers:
Per tegoed - Amount per voucher (the default settings
Gem. per tegoed - Average of the actual amounts of vouchers given out under this fund
Totaal percentage - Under each of them we have to show the percentage out of the total
Totaal aantal - @maxvisser @jamalv Can you please give an overview what those numbers should show, and also check if my explanations on top fit with the reality? :D
Main asssignee: @aghimpu
Figma: https://www.figma.com/file/VvtIJnhenSBskmAQSrzaGx/Financial-dashboard-improvements-SDOA?node-id=333%3A17343
Context/goal:
Page with the financial overview of the funds an organisation has:
Huidig saldo en uitgaven
First table
Huidig saldo en uitgaven
- shows the totals of each fund:Tegoeden
Second table
Tegoeden
- shows more specific amounts for each fund and it's ratios. So, we show:Under - we have 2 numbers: Per tegoed - Amount per voucher (the default settings Gem. per tegoed - Average of the actual amounts of vouchers given out under this fund
Totaal percentage
- Under each of them we have to show the percentage out of the totalTotaal aantal
- @maxvisser @jamalv Can you please give an overview what those numbers should show, and also check if my explanations on top fit with the reality? :D