Branch Reporting - Financial - Profitability Report

Accessing the Reporting Module

To begin:

1. Click on ‘Reporting’ at the top-right of your Rave screen.

2. Depending on your permission level, you will see tabs for:

   • Company

   • Branch

   • Salesperson

For this guide, we are focusing on the Branch tab.

Navigating to FINANCIAL Reports

1. In the Reporting Module, click on the Financial tab (left-hand side).

2. You will now see a list of available Financial reports.

3. The Profitability report is the one you need for this guide 

The Branch Profitability Report allows you to view your business’s profitability within a selected date range.

It provides a summary of each project’s financial status during that period, including key metrics such as project value and gross profit.

At the top of the screen, you can select or customise the date range and choose the branch you want to report on.

Further down the page, you’ll find the option to export the report to a CSV file, allowing you to refine and analyse your data further.

To help narrow down your results, the report includes a range of search and filter options, such as:

• Project

• Client

• Contract Name

• Build Status

• Project Created Date

• Site Address

• Salesperson

• Project Manager

This report provides valuable insight into how each project contributes to your overall branch profitability, supporting better financial oversight and decision-making.

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Once you've applied your filters, scroll across the screen to view detailed financial metrics for each project. These include:

• Project Value (including variations and markup)

• Quote Total

• Bills Total

• Invoice Total

• Uninvoiced Total

• Expected Gross Profit (dollar value)

• Expected Gross Profit (percentage)

• Actual Gross Profit (dollar value)

• Actual Gross Profit (percentage)

This report gives you a comprehensive view of how each project is performing financially, helping you monitor margins, track profitability, and make informed decisions across your branches.

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Understanding Red vs Black Figures in the Report

In the Branch Profitability Report, red text indicates a negative value, while black text indicates a positive value. These visual cues help you quickly identify potential issues or areas needing attention.

Here’s what the red values typically mean in each section:

• Bills Total (Red)
  This indicates that supplier credits exceed the total bills, or that there are only supplier credits within your selected date range.

• Uninvoiced Total (Red)
  This shows that there is still a balance left to invoice. It’s calculated as:
  Project Value – Invoiced Total = Uninvoiced
  A red value can also appear here if no Project Value has been entered, as there is nothing to compare the invoiced total against.

• Expected Gross Profit (Red)
  This occurs when the quoted amount is less than the billed amount, meaning the project is currently expected to make a loss.

• Actual Gross Profit (Red)
  This shows that the invoiced amount is less than the total billed costs, which also indicates a projected loss.

These indicators allow you to easily monitor financial health at a glance and identify projects that may need further investigation or corrective action.

Tip: Due to its width, this report is often easier to review when downloaded as a CSV and opened in a spreadsheet tool like Excel or Google Sheets.