The RCA Report provides a comprehensive view of revenue, costs, and profit across all operational areas, including jobs, contracts, sales orders, equipment deals, and miscellaneous invoices.

It allows finance, service, and operations teams to:

• Analyse total revenue, costs, and profit across all transaction types.

• Compare invoiced vs non-invoiced transactions.

• Identify high-cost jobs, parts, labour, or other financial drivers.

• Review profitability by branch, customer, equipment, contract, or engineer.

• Support audits, financial reviews, budgeting, and strategic decision-making.

This report helps ensure financial transparency across operational activities and supports both tactical and strategic decision-making.

Getting There

To access the Revenue & Cost Analysis Report in Service Geeni:

• Open the Business Intelligence module.

• Click on the Reports sub-module.

• Navigate to the Finance category.

• Select the Revenue Cost Analysis report.

• Choose the desired filters (explained below) and click Apply to generate the report.

Available Filters and Their Impact

Use the filters at the top of the report to refine which data is displayed.

Branch: Filters by the selected branch from Service Geeni across all transaction types.
Parent Group: Consolidates data for all child accounts under a parent customer group.
Division: Filters by internal business division or department.
Customer Account: Filters by customer account number.
Site: Filters by customer site ID.
Equipment Make: Filters by equipment make or brand.
Equip. ID: Filters by equipment ID across all transaction types.
Contract: Filters by hire or service contract number.
Period: Filters by job completion date (if not invoiced) or invoice date (if invoiced).
Engineer: Filters by the engineer responsible for the job or service.
Sales Order: Filters by sales order number.
Charge Code: Filters by standard billing codes across transaction types.
Exclude Invoiced: Shows only non-invoiced jobs.
Exclude Non-Invoiced: Shows only invoiced jobs.
Include Engineer Downtime: Includes engineer downtime costs in analysis.
Analyse by Invoiced Date: Overrides the default period filter to use invoice date only.
Exclude Contract: Excludes all service or hire contract data.
Exclude Sales Order: Excludes all sales order transactions.
Exclude Job: Excludes all job-related transactions.
Exclude Equipment Deal: Excludes equipment deal transactions.
Exclude Misc Invoice / Credit: Excludes miscellaneous invoices and credit notes.

Pro tip: Combine multiple filters to perform a detailed financial analysis by branch, customer, contract, or period.

Column Breakdown and Key Fields

Each row in the report represents a single quotation. The columns provide detailed insight into the quote’s origin, value, and lifecycle.

Column Name	Description
Revenue	Overall total revenue amount.
Cost	Overall total cost amount.
Profit	Overall total profit (Revenue - Cost).
% Margin	Profit as a percentage of Revenue.
Graph	Pie chart showing Cost vs Profit.
Total	Overall total revenue, cost, and profit across all transaction types.
Job	Revenue, cost, and profit from jobs.
Job Parts	Revenue, cost, and profit from job parts.
Job Labour	Revenue, cost, and profit from job labour.
Job Other	Revenue, cost, and profit from other job-related charges.
PM Contract	Revenue, cost, and profit from preventative maintenance contracts.
Hire Contract	Revenue, cost, and profit from hire contracts.
Equipment Deal	Revenue, cost, and profit from equipment sales/deals.
Sales Orders	Revenue, cost, and profit from sales orders.
Misc. Invoices	Revenue, cost, and profit from miscellaneous invoices/credit notes.

Insight: Use this summary section for a high-level view of revenue, costs, and profitability before diving into transaction-level details.

Job Tab

Column Name	Description
Account No.	Customer account number.
Invoice No.	The invoice number of the job.
Depot No.	The branch number of the job.
Job No.	Unique job number.
Charge Code	Job cost/charge code.
Completion Date	Date the job was completed.
Equipment ID	Equipment linked to the job.
Labour Revenue	Labour charges for the job.
SKU Revenue	Stock item revenue for the job.
Other Revenue	Other job-related revenue.
Misc Revenue	Miscellaneous charges revenue.
Total Revenue	Sum of all revenue items.
Labour Cost	Labour costs for the job.
SKU Cost	Cost of stock items.
Other Cost	Other job-related costs.
Misc. Cost	Miscellaneous costs.
Total Cost	Total job cost.
% Margin	Job margin percentage.

Insight: Use this tab to monitor high-cost jobs and understand how labour, parts, and other charges contribute to total job profitability.

Job Parts Tab

Column Name	Description
Depot No.	The branch where stock was issued.
Job No.	A job associated with the stock issue.
Date	Date stock was issued.
SKU	Stock item number.
SKU Description	Description of stock item.
Quantity	Quantity issued.
Total Revenue	Revenue from stock issued (Price × Quantity).
Total Cost	Cost from stock issued (Cost × Quantity).

Insight: Ideal for tracking parts usage and identifying high-cost stock items.

Labour Tab

Column Name	Description
Depot No.	The branch where the engineer's time was booked.
Job No.	A job associated with an engineer's time.
Date	The date labour was recorded.
Engineer	Engineer assigned to the task.
Rate	Charge code rate description.
Hour	Number of labour hours booked.
Revenue	Revenue from labour charges.
Cost	Labour cost.
Profit	Revenue – Cost.
% Margin	Margin percentage of labour revenue.

Insight: Helps monitor engineer productivity and control labour costs.

Travel Tab

Column Name	Description
Depot No.	The branch where travel was booked.
Job No.	A job associated with travel.
Date	The date of travel was recorded.
Engineer	Engineer assigned to the job.
Rate	Charge code rate for travel.
Hour	Travel hours recorded.
Revenue	Revenue from travel charges.
Cost	Travel costs.
Profit	Travel profit (Revenue – Cost).
% Margin	Margin percentage for travel revenue.

Insight: Useful for tracking travel costs and revenue associated with jobs.

Charge Code Tab

Column Name	Description
Charge Code	Billing/charge code.
Cost Code Description	Charge code description.
Labour Revenue	Labour revenue under this code.
SKU Revenue	Stock revenue under this code.
Other Revenue	Other revenue under this code.
Total Revenue	Total revenue for the charge code.
Labour Cost	Labour cost under this code.
SKU Cost	Stock cost under this code.
Other Cost	Other costs under this code.
Total Cost	Total cost for the charge code.

Insight: Use this tab to analyse revenue and costs by service or billing category.

PM Contract Tab

Column Name	Description
Contract No.	Service contract number.
Depot No.	Branch raising the contract.
Equipment ID	Linked equipment ID (“Fixed Price” if no equipment).
Invoice No.	Invoice number.
Invoice Type	Type of invoice.
Invoice Amount	Invoice amount.
Invoice Date	Invoice date.

Insight: Useful for reviewing preventative maintenance contract revenue and costs.

Hire Contract Tab

Column Name	Description
Contract No.	Hire contract number/version.
Branch	Branch creating the contract.
Customer No.	Customer account number.
Customer Name	Customer account name.
Site Name	Site of hire contract.
Invoice Type	Invoice type.
Equipment ID	Hired equipment ID (“Fixed Price” if applicable).
Make / Model / Type / Serial No.	Equipment details.
Invoice Revenue	Revenue from hire contract.
Invoice Cost	Costs from the hire contract.
Invoice #	Invoice number.
Ref.	Customer reference.

Insight: Differentiates fixed-price hire contracts from equipment-based hire charges.

Equipment Deal Tab

Column Name	Description
Deal No.	Equipment deal number.
Date Created	Deal creation date.
Invoice No. / Invoice Date	Deal invoice details.
Depot No.	The branch creating the deal.
Sales Person	Salesperson responsible.
Customer No. / Customer Name	Customer details.
Equipment Revenue	Equipment revenue.
Equipment Costs	Equipment cost.
Trade In Allowance / Cost	Trade-in details.
Total Revenue	Total revenue for the deal.
Total Costs	Total costs for the deal.
Margin	Revenue – Cost.
% Margin	Margin percentage.

Insight: Supports equipment sales profitability analysis.

Sales Orders Tab

Column Name	Description
Sales Order No.	OCS / Sales order number.
Date Raised	Sales order creation date.
Account No. / Account Name	Customer details.
Delivery Address	Delivery location.
Sales Person	Assigned salesperson.
Dispatch Date	Sales order dispatch date.
Invoice No. / Invoice Date	Invoice details.
Goods Revenue / Goods Costs	Goods revenue and cost.
Delivery Revenue / Delivery Costs	Delivery revenue and cost.
Total Revenue / Total Costs	Total revenue and costs.
% Margin	Total margin percentage.

Insight: Ideal for reviewing sales order revenue and costs by customer or branch.

Misc Invoice / Credit Tab

Column Name	Description
Type	Invoice or Credit.
Invoice / Credit No.	Miscellaneous invoice number.
Account No. / Account Name	Customer details.
Site Name	Site of the transaction.
Date	Invoice or credit date.
Order Ref.	Related order reference.
Job No.	Linked job number.
Contract No.	Linked contract number.
Total Value	Total value of invoice/credit.

Insight: Useful for auditing miscellaneous charges and credit notes.

The Revenue & Cost Analysis Report is a comprehensive financial tool within Service Geeni.

By using this report, you can:

Monitor overall revenue, costs, and profitability across jobs, contracts, sales, and miscellaneous charges.
Identify high-cost areas, unbilled work, or underperforming revenue streams.
Support audits, budgeting, and customer reporting.
Improve operational and financial decision-making by providing actionable insights.

Run this report monthly or quarterly to ensure revenue and costs are accurately captured and aligned with operational and contractual expectations.

Report: Revenue & Cost Analysis (RCA)