What happened, grouped
“Intake by month”, “sales by customer”, “margin by family” are the same question with different nouns. Pick the grouping and the measure.
Nothing in this period.
Analysis counts processed documents only. A draft is not business done, and a cancelled one was undone.
Lines with no value for the grouping appear at the end, counted and totalled — never hidden, never turned into a zero. A measure that cannot be computed is left blank, not set to zero.