01What it is
The report covers jobs created in the chosen date range, excluding cancelled ones. Job revenue is the actual sale price, failing that the planned price or the total of the items. Each job shows where its amount comes from.
Cost is the approved costs from the project cost register: materials from stock and purchases, labour, subcontractors and manually entered costs. Actual time comes from attendance entries, less breaks.
A job with no attendance entry at all that has planned hours or labour items is marked incomplete data, because its margin would be higher than the real one.
The report belongs to the Advanced finance module. It works during the trial; after that, without the module the screen is closed and shows a padlock in the menu. The account owner turns the module on in Settings, on the Modules tab.
- REAL COST
- Materials, labour, subcontractors and other costs.
- PLAN VERSUS REALITY
- Planned and actual time on every job.
- BREAKDOWN
- Margin by category, group, project, type and customer.
02What it is for
Which jobs pay off
Margin and margin percentage on every job.
Better quotes
Planned versus actual time is the basis for correcting future quotes.
Which customers earn
Margin broken down by customer and job type.
Trend over time
Revenue, cost and margin month by month.
03Main options
The report has five tiles compared with the previous period and three tabs: Result, Jobs and Breakdown.
Profit versus spend
A picture of the whole period.
- Revenue, cost and margin over time
- What the revenue is made of: materials, labour, margin
- Services by turnover, filtered by category and group
Plan versus reality
Every job with its result.
- Job, project, category and group
- Revenue with its source: actual, planned or from items
- Planned and actual time, real cost, result and margin %
Margin by dimension
You pick a dimension, and the table adds up to the same margin as the jobs list.
- Dimensions: category, group, project, job type, customer
- Hours, materials, labour, subcontractor and other costs
- Share of revenue and margin per hour
04Tasks step by step
- STEP 1Open Modules › Reports › Jobs and profitability, Jobs tab.
- STEP 2Set the range: 30 days, 90 days, 12 months or your own from and to dates.
- STEP 3A negative result is highlighted. Click the job to check its items and costs.
- STEP 1Open the Breakdown tab.
- STEP 2In the Dimension field choose Customer.
- STEP 3Compare margin and margin percentage in the table and on the chart.
- STEP 1Jobs marked incomplete data have no attendance entries.
- STEP 2Complete the crew attendance in Modules › Team on site › Attendance, so the labour cost is the actual one.
- STEP 1Set the range and the category filters.
- STEP 2On the Jobs or Breakdown tab, use CSV export.
05Actions
The most common tasks in the profitability report.
Date range
Compared with the previous period of the same length.
Dimension
Margin by the chosen dimension.
Category filter
Job category and group.
CSV export
Jobs and margin breakdown.
06What it connects to
Choose a module to see where the amounts come from.
Project costs
Cost is the approved costs from the project cost register.
Go to the topicProject costsAttendance
Actual time is counted from attendance entries less breaks.
Go to the topicAttendanceWork efficiency
Planned and actual hours in detail, by work type.
Go to the topicWork efficiencyOwner centre
The Owner centre counts margin with the same definition.
Go to the topicOwner centre