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, 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