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Brakzon Atlas Guides

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Financial calculations

How dashboard and project totals are computed

This page explains how the main financial totals are calculated in Brakzon Atlas.

The company dashboard total expense is designed to represent real outgoing value recorded across the business.

It includes:

Company dashboard income is based on recorded project income in the selected reporting currency context.

The company net position is:

$$ \text{Net Position} = \text{Total Income} - \text{Total Expense} $$

Inside a project, the overview expense total includes three main buckets:

In simple form:

$$ \text{Project Expense} = \text{Expenses} + \text{Workers} + \text{Contracts} $$

The project overview shows these breakdown lines separately:

For service contracts, paid totals come from contract payment records.

For supply contracts, paid totals come from supplier payment transactions.

This means supply contracts do not behave exactly like service contracts. Their payment logic follows supplier purchase and payment tracking.

For supply contracts, the effective financial value is based on purchase activity and supply records rather than only a static contract amount field.

Supplier balance is generally understood as:

$$ \text{Supplier Balance} = \text{Purchases} - \text{Supplier Payments} $$

If purchases are higher than payments, the supplier is still owed money.

Budget and spend are shown separately so you can compare planning against actual performance.

Common interpretation:

Many dashboard cards allow a currency selector.

This helps with:

When you apply date filters, the dashboard recalculates totals only for records inside the selected period.

Use this for:

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