The Branch Profitability Report allows you to view your businesses profitability within a selected date range.
Summarising each of your projects financial status including project value and gross profit within your selected date range.
At the top of the screen you can select or customise your date range and which branch you are viewing the report for.
Further down you have the option to export the report to a CSV file to refine your data.
There is a range of search and filter options including Project, Client, Contract Name, Build Status, Project Created Date, Site Address, Sales Person, Project Manager.
Then scrolling across the screen you will find the below information relating to your search/filters:
- Project Value incl Variations and Markup
- Quote Total
- Bills Total
- Invoice Total
- Uninvoiced Total
- Expected Gross Profit as a dollar value
- Expected Gross Profit as a percentage
- Actual Gross Profit as a dollar value
- Actual Gross Profit as a percentage
The red indicates a negative amount and black a positive.
- The bills total showing a red will mean credits total more than bills or you only have supplier credits in your search range
- Uninvoiced Red will show you have a balance left to invoice (Project Value less current invoiced total = uninvoiced).
- There will also be a red in Uninvoiced if you have NO project Total as there is nothing to calculate against.
- Expected Gross Profit will show red where you have quoted less than you have billed therefore the project is set to make a loss.
- Actual Gross Profit will show red where you have invoiced less than you have had billed as this indicates a loss.