Profitability by Client report

The purpose of this report is to measure profitability by Client. The report focuses mainly on the billings to Client i.e. the Client/Supplier Invoices and Credit Notes. The report shows the actual profit by taking into consideration the value of the time recorded in timesheets. This report is mostly used by Finance users.

This section will focus on the:

• Profitability by Client report
  
  
  

Profitability by Client report

1. To view this report, navigate to Reports and search for the Profitability by Client report.

2. Select the report and apply filters. 
   
   

   Report columns explained:

   	Column name	Explanation
   1	Client	Name of Client
   2	Billed	Sum of Invoices plus Credit notes to Client
   3	Est Cost Billed	Cost portion on Tax Invoice to Client
   4	Est Margin	Billed minus Estimated Cost Billed (column 2 - column 3)
   5	%	Estimated Margin represented as a %
   6	Act Cost - Est Cost Billed	Actual cost (Sum of Supplier invoices plus Supplier Credit notes) minus Estimated Cost Billed (Column 3) Actual Cost - Column 3. Where Actual cost = Sum of Supplier invoices plus Supplier Credit notes
   7	Gross Margin	Estimated margin minus Actual Cost - Est Cost Billed. (column 4 - column 6)
   8	%	Gross Margin represented as a %
   9	Job Hours	Timesheet Hours logged
   10	Hours Value	Actual hours value from User Financials
   11	Nett Margin	Gross margin minus Hours value. (column 7 - column 11)

   
   

   
   

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