Update HR KPI and finance dashboard docs

2026-05-15 10:25:01 +02:00
parent 001e2a73d5
commit e20693243d
16 changed files with 1388 additions and 108 deletions
@@ -0,0 +1,42 @@
+# Email an UK / England: Abweichung Net Sales 2025
+
+**Subject:** Review difference Net Sales 2025 - UK
+
+Hi,
+
+In the Net Sales 2025 reconciliation for UK / England, we identified a difference against the Rhino / `check.xlsx` reference value.
+
+Summary:
+
+- Actual UK: `3,533,710.09 GBP`
+- Rhino reference: `3,749,865.00 GBP`
+- Difference: `-216,154.91 GBP`
+
+The mapping has already been reviewed technically, but we still need to clarify the remaining difference before closing the 2025 value.
+
+Could you please check the following points?
+
+1. Full-year completeness  
+   Confirm that the UK source file/import contains the full year 2025 and not only a partial period.
+
+2. Period included  
+   We currently see data from approximately `03.01.2025` to `22.12.2025`. Please confirm whether this is complete for 2025 or if transactions outside this range are missing.
+
+3. Credit notes  
+   Confirm that credit notes are included correctly and with the correct negative sign.
+
+4. Net sales field  
+   Confirm which column should be used as the net sales amount for comparison with Rhino / `check.xlsx`.
+
+5. Discounts, freight or additional charges  
+   Please check whether discounts, freight, additional charges or other adjustments are included in the Rhino reference but not in the current import value, or vice versa.
+
+6. 2nd-party / 3rd-party / Intercompany  
+   Confirm whether any customers or transactions should be excluded from the Net Sales 2025 value.
+
+7. Currency  
+   Confirm that the correct comparison currency for UK is `GBP`.
+
+Goal: clarify whether the difference of `-216,154.91 GBP` is caused by an incomplete period, credit notes, a different net sales field, adjustments, or 2nd-party/3rd-party handling.
+
+Thanks and best regards,