Customer Profitability Comparison, by Customer Report
This section describes the fields and descriptions on the Customer Profitability Comparison, by Customer report.
The Customer Profitability report provides various comparisons of central job cost figures: to previous year, to budget, and to other customers, jobs, and so on. The data is grouped by company currency.
- You can drill up on the No & Name column to the company level and drill down to the job level.
Profitability Tab
| Column | Description |
| No & Name | This column displays the number and name of the current drill-down level. The drill-down levels are:
|
| Hours, Period | This column displays the entered number of hours within the selected period. |
| Hours, Prev. Year | This column displays the number of hours within the selected period last year. |
| Rev. Recog., Period | This column displays the total amount of revenue recognized for the selected period. Only entries with an entry date and invoices with an invoice date within the corresponding interval are included. |
| Rev Recog., Prev. Year | This column displays the revenue recognized for the selected period in the previous year. Only entries with an entry date and invoices with an invoice date within the corresponding interval one year back are included. |
| Rev. Recog. per Hour, Period | This column displays the revenue recognized per hour for the selected period. Only entries with an entry date and invoices with an invoice date within the corresponding interval are included. |
| Rev. Recog. per Hour, Prev. Year | This column displays the revenue recognized per hour for the selected period. Only entries with an entry date and invoices with an invoice date within the corresponding interval one year back are included. |
| Rev. Recog. %, Period | This column displays the percentage contributed by the recognized revenue (for the selected period) to the total revenue recognized for the customers displayed (or other dimension, depending on the drill level). The restriction is the same as for the column Rev. Recog., Period . |
| Rev. Recog. %, Prev. Year | This column displays the percentage contributed by the revenue recognized for the selected period (of the previous year) to the total revenue for the customers displayed (or other dimension depending on the drill level). The restriction is the same as for the column Rev. Recog., Prev. Year . |
| Invoicing % YTD, Period | This column displays the percentage contributed by the invoiced year-to-date amount to the total invoiced amount for the customers displayed (or other dimension, depending on the drill level). Year-to-date is defined here as the interval from the beginning of the year to the end of the corresponding interval, with both dates inclusive. Only invoices with an invoice date equal or before the end of the corresponding interval are included. |
| Invoicing % YTD, Prev. Year | This column displays the percentage contributed by the invoiced year-to-date amount to the total invoiced amount in the previous year for the customers displayed (or other dimension depending on the drill level). Year-to-date is defined as above. Only invoices with an invoice date equal or before the end of the corresponding interval one year back are included. |
| GM % YTD, Period | This column displays the percentage contributed by the GM year-to-date to the total GM for the customers displayed (or other dimension, depending on the drill level). Year-to-date is defined as above. GM is calculated as invoiced billing price minus the invoiced cost price. Only entries with an entry date and invoices with an invoice date equal or before the end of the corresponding interval are included. |
| GM % YTD, Prev. Year | This column displays the percentage contributed by the GM year-to-date to the total GM in the previous year for the customers displayed (or other dimension depending on the drill level). Year-to-date is defined as above. GM is calculated as invoiced billing price minus the invoiced cost price. Only entries with an entry date and invoices with an invoice date equal or before the end of the corresponding interval one year back are included. |
| Budgeted GM %, Period | This column displays the percentage contributed by the Budgeted GM to the total GM for the customers displayed (or other dimension, depending on the drill level). The budget is the one assigned to the year prior to the year of the corresponding interval. Only entries with an entry date and invoices with an invoice date equal or before the end of the corresponding interval are included. |
| Budgeted GM %, Prev. Year | This column displays the percentage contributed by the Budgeted GM to the total GM in the previous year for the customers displayed (or other dimension, depending on the drill level). The budget is the one assigned to the year prior to the year of the corresponding interval. Only entries with an entry date and invoices with an invoice date equal or before the end of the corresponding interval are included. |
Invoiced Tab
| Column | Description |
| No & Name | This column displays the number and name of the current drill-down level. The drill-down levels are:
|
| Inv. on Acc., Net on Acc. | This column displays the total invoiced on account for jobs on the customer (or other dimension, depending on the drill level). Only invoices on account with an invoice date equal or before the corresponding interval are included. |
| AR Balance | This column displays the total outstanding balance of customers as of a statement date being the To Date . The outstanding amount corresponds to the balance displayed in the AR Aging report. |
| Open, Time Act | This column displays the open billing price for time activities calculated according to the To Date . |
| Open, Amount Act | This column displays the open billing price for amount activities calculated according to the To Date . |
| Invoiced, Time Act | This column displays the invoiced billing price for time activities. Only invoices with an invoice date within the From Date - To Date interval are included. |
| Invoice, Amount Act | This column displays the invoiced billing price for amount activities. Only invoices with an invoiced date within the From Date - To Date interval are included. |
| Total | This column displays the total invoiced billing price (time activities plus amount activities). Only invoice with an invoice date within the From Date - To Date interval are included. |
Registered & Budgeted Tab
| Column | Description |
| No & Name | This column displays the number and name of the current drill-down level. The drill-down levels are:
|
| Hours, Registered | This column displays the number of hours entered for jobs related to the customer (or other dimension, depending on the drill level). Only entries with an entry date within the corresponding interval are included. |
| Hours, Budgeted | This column displays the budgeted number of hours for jobs related to the customer (or other dimension, depending on the drill level). The job budget figures are taken from the latest approved revision of the job budget and from the budget type defined as the planning budget. The budget is the one assigned to the year of the To Date . |
| Hours, Diff. | The column displays the difference between the entered hours and budgeted hours. The budget is the one assigned to the year of the To Date . |
| Cost, Registered | This column displays the total entered cost price on jobs related to the customer (or other dimension depending on the drill level). Only entries with an entry date within the corresponding interval are included. |
| Cost, Budgeted | This column displays the total budgeted cost price for jobs related to the customer (or other dimension, depending on the drill level). The budget is the one assigned to the year of the To Date . |
| GM | This column displays the difference between entered billing price and the entered cost price. Only entries with an entry date within the corresponding interval are included. |
| GM % | This column displays the GM divided by the entered billing price. Only entries with an entry date within the corresponding interval are included. |