Profitability Report

The Financial Profitability Report allows you to view your business’s profitability from the moment the first financial document is entered to the point you clicked the report. There is no date range or other filtering options on this version. To see more detailed Profitability report check out the Branch Reporting Version here.

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

You can filter by project Status on the top left 

You can also choose to Hide the Project information to reduce the number of columns to the top right and export the report to excel.

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.