The data displayed in Profit Analytics are calculated using a combination of revenue and cost data from Costpoint and revenue and cost budget data from an external budget file.
Costpoint Analytics configuration settings also affect the profit calculations.
|
Data Item |
Source |
|
Profit amount |
Project revenue – This is all project direct and indirect costs. Revenue — The source of Revenue is the Project Status Report reporting table in Costpoint. Revenue can be either actual or target, depending on the Revenue Type option your firm selects when it configures Costpoint Analytics. Costs — The source of Costs is the Project Status Report reporting table in Costpoint. If prior year cost or revenue adjustments are included in the PSR tables, the calculation of profit amounts may include those adjustments, depending on how Costpoint Analytics is configured. For more information, see Adjustment Period. |
|
Profit Margin |
Profit Margin = Profit Amount / Revenue Margin is displayed as a percentage. |
|
Gross profit amount |
Project Revenue = (All project direct costs + Indirect costs directly linked to the project) Revenue — The source is the Project Status Report reporting table in Costpoint. Revenue can be either actual or target, depending on the Revenue Type option your firm selects when it configures Costpoint Analytics. Costs — The source is the Project Status Report reporting table in Costpoint. The gross profit calculation is also affected by Costpoint Analytics configuration options that enable your firm to do the following:
If prior year cost or revenue adjustments are included in the PSR tables, the calculation of gross profit amounts may include those adjustments, depending on how Costpoint Analytics is configured. For more information, see Adjustment Period. |
|
Gross profit margin |
Gross Profit Margin = Gross Profit Amount / Revenue Margin is displayed as a percentage. |
|
Baseline budget profit amount |
Budgeted Project Revenue – This is all budgeted project direct and indirect costs. Revenue — The source is the baseline budget revenue data in the revenue and cost budget file. Costs — The source is the baseline budget cost data in the revenue and cost budget file. |
|
Forecast profit amount |
Budgeted Project Revenue – This is all budgeted project direct and indirect costs Revenue — The source is the forecast revenue data in the revenue and cost budget file. Costs — The source is the forecast cost data in the revenue and cost budget file. |
|
Projected profit amount |
This is a combination of profit calculated from Costpoint data for fiscal periods through the current period and budgeted profit calculated from baseline budget or forecast data for future fiscal periods. |
|
Projected profit margin |
Projected Profit Margin = Projected Profit Amount / Projected Revenue Projected Revenue — This is a combination of revenue from Costpoint data for fiscal periods through the current period and budgeted revenue from baseline budget or forecast data for future fiscal periods. Margin is displayed as a percentage. |
|
Projected gross profit amount |
This is a combination of gross profit calculated from Costpoint data for fiscal periods through the current period and budgeted gross profit calculated from baseline budget or forecast data for future fiscal periods. |
|
Projected gross profit margin |
Projected Gross Profit Margin = Projected Gross Profit Amount /Projected Revenue Projected Revenue — This is a combination of revenue from Costpoint data for fiscal periods through the current period and budgeted revenue from baseline budget or forecast data for future fiscal periods. Margin is displayed as a percentage. |
|
Amount variance |
Amount Variance = Projected profit or gross profit amount – Baseline budget amount or forecast amount |
|
Amount variance percentage |
Amount Variance Percentage = (Amount variance / Baseline budget amount or forecast amount) × 100 |
|
Baseline budget margin |
Baseline Budget Margin = Baseline budget profit amount / Baseline budget revenue Margin is displayed as a percentage. |
|
Forecast margin |
Forecast Margin = Forecast profit amount / Forecast revenue Margin is displayed as a percentage. |
|
Margin variance |
Margin Variance = Blended profit or gross profit margin – Baseline budget margin or forecast margin |
|
Margin variance percentage |
Margin Variance Percentage = (Margin variance / Baseline budget margin or forecast margin) × 100 |
|
Profit Tolerance |
This is the percent of profit that your organization considers cautionary or urgent. Cautionary alerts display in the Profit analytic as yellow. Urgent alerts display in the Profit analytic as red. |