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This table displays the actual amounts and variance percentages for the different components of profit. You can use this table to quickly assess the performance of your entire firm or individual organizations within it, depending on the filter options that you select. |
In this topic |
If the Profit Variance Analysis table is not visible, click the Variance Analysis tab:
|
Chart Item |
Description |
|
Relative percentage |
The percentage of the total profit or gross profit represented by the profit or gross profit amount in that table row: (Profit amount for the row ÷ Total profit amount in the Total row of the table) × 100 |
|
Period or YTD |
The Period or YTD settings impact the data that displays on this table. Period is data for the current analysis period, while YTD provides a cumulative, rolling perspective within a given year. If the timeframe extends beyond the current period, the columns display projections that include Budget Baseline or Forecast data, depending on the Budget Type setting on the User Options tab. |
|
Projected Profit Amount/Projected Gross Profit Amount |
This column displays the projected profit or gross profit amount, depending on the Profit Type setting on the User Options tab. If a timeframe beyond the current period is selected, projections in this column also include the baseline or forecast data. This depends on the Budget Type setting on the User Options tab. |
|
Baseline Budget or Forecast |
This column displays the baseline budget or forecast, depending on the Budget Type setting on the User Options tab. |
|
Variance |
This column displays the amount of variance between the Profit or Gross Profit, and Baseline Budget or Forecast. |
|
Variance % |
This column displays as a percentage and is calculated as follows: Variance % = ((Profit – Target)/Profit) If there is a variance in profit, a cautionary or urgent alert may display in this column.
See Alerts for more information. |
|
Projected Profit Margin/Projected Gross Profit Margin |
This column displays the Projected Profit Margin or Projected Gross Profit Margin, depending on the Profit Type setting on the User Options tab. If the timeframe extends beyond the current period, the column displays projections using either Budget or Forecast data. This depends on the Budget Type setting on the User Options tab. |
|
Baseline Budget Margin |
This column depends on the Budget Type setting on the User Options tab, and it displays either Margin Budget Baseline or Margin Forecast. |
|
Margin Variance |
This column displays the variance in margin. |
|
Margin Variance % |
This amount displays as a percentage and is calculated as follows: Margin Variance % = ((Projected Margin – Baseline Budget Margin)/Baseline Budget Margin) If there is a variance in profit, a cautionary or urgent alert may display in this column.
See Alerts for more information. |
The following options on the User Options tab affect this chart:
Budget Type
Org or Reorg
Org View
Profit Type
For descriptions of how each option affects Profit Analytics, see User Options That Affect Profit.
By default, this chart displays the profit amounts by top-level organization, but you have the option to display the data by any of the following:
Any organization level
Project type
Project manager
Customer
You can use the second column to gain further insight and filter the analyzed attribute by:
Top-level project
Revenue-level project
To change the view, do either of the following:
Right-click 
and select the view you want.
Click one or more times to cycle through the views until the one you want is displayed. The chart updates each time you click .
If you apply filters before you change the view, the table only displays items that satisfy those filters. For example, if you select two project managers in the Project Manager list under Additional Filters and then use to display by Project Type, the table only displays the variance for the two project manager by project type.
Click 
to display the table at its
maximum size so you can read it and interact with it more easily. Click
to restore the table to its original size and location
on the tab.
You can narrow the focus of this table by selecting a row in the table. Costpoint Analytics removes all data from the table except for that row.
If you focus the table by selecting a row, Costpoint Analytics applies the same change, as appropriate, to all other analytic objects.
To sort the table based on the values in one of the columns, double-click the column heading for that column.
To change the sort order from ascending to descending or from descending to ascending, double-click the column heading of the current sort column.
Click 
to send the data underlying
the table to Microsoft Excel. More...
In addition to the actions described above, you can also do the following:
Print the table.
Email the table.
Export table data to a CSV file.
Attach a note to the table.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.