Purpose of the Report
The Revenue per Engineer dashboard is designed to provide insight into the financial performance of engineers by analysing job costs, charges, and revenue generated from completed work. The dashboard enables users to compare revenue contributions across engineers, identify profitability trends, and evaluate operational performance.
By combining key financial indicators, revenue visualisations, and detailed job-level information, the report helps managers and business stakeholders understand how engineer activities contribute to overall business revenue and profitability.
How to Access the Dashboard
From the main navigation menu, select the Self Service module.
Open the All Standard Dashboards folder.
Locate Revenue per Engineer.
Click Preview to open the dashboard.
Apply any desired filters. The dashboard will automatically refresh based on the filters selected.
Dashboard Filters & Descriptions
The dashboard includes several filters to help users focus on specific engineers, job types, and reporting periods.
Completed Date
Type: Date range selector
Default Value: Blank
Description: Allows users to define a custom reporting period based on when jobs were completed. All dashboard visualisations and tables update to reflect jobs completed within the selected date range.
Engineer
Type: Drop-down selection
Description: Filters the dashboard to display financial performance data for a selected engineer. This is useful when reviewing the revenue contribution and profitability of individual engineers.
Job Cost Code
Type: Multi-dimensional slicer
Description: Filters the dashboard by job cost code or charge code. This allows users to analyse revenue and costs associated with specific categories of work or billing classifications.
KPI Indicators
The dashboard contains four KPI indicators that provide a high-level overview of financial performance.
Cost
Displays the total labour or operational cost associated with the selected jobs.
Represents the cost incurred by the business in delivering the work.
Charged
Displays the total amount charged to customers for the selected jobs.
Represents the billable value generated from completed work.
Revenue
Displays the calculated revenue generated from engineer activities.
Revenue is calculated using the following formula:
Revenue = (Total Charge × Total Hours) − (Total Cost × Total Hours)
Provides a measure of profitability based on the difference between charge rates and cost rates.
Revenue – Fixed Price
Displays the total revenue generated from jobs billed using fixed-price arrangements.
Helps users distinguish revenue generated through fixed-price work from time-based charging models.
Column Chart – Completed Job Revenue
The Completed Job Revenue chart provides a comparison of financial performance across engineers.
How It Works
Groups data by Completed Engineer.
Displays Cost, Charge, and Total Revenue values for each engineer.
Allows users to compare profitability and revenue generation between engineers.
Provides a visual representation of the relationship between costs, charges, and resulting revenue.
Chart Values
Cost
Charge
Total Revenue
Category Axis
Completed Engineer
Applied Filters
The chart excludes jobs with the following statuses:
Cancelled
Issued
Unissued
As a result, the chart includes only jobs with the following states:
Submitted
Completed
Invoiced
Use Case Examples
Compare engineer revenue performance.
Identify high-performing engineers.
Monitor profitability across completed work.
Support workforce planning and operational reviews.
Pivot Table – Revenue per Engineer
The pivot table provides a summarised view of job counts and financial performance grouped by engineer and job status.
Row Fields
Field | Description |
Engineer | Name of the engineer associated with the job. This includes all engineers and is not limited to completed engineers only. |
Column Fields
Field | Description |
Jobs | Job State classification used to group results by job status. |
Value Fields
Field | Description |
Jobs | Total count of jobs. |
Cost | Total accumulated cost associated with the jobs. |
Charge | Total amount charged for the jobs. |
Time | Total hours recorded against the jobs. |
Total Revenue | Total calculated revenue generated from the jobs. |
Use Case Examples
Compare financial performance across engineers.
Analyse revenue by job status.
Review job volumes alongside profitability.
Monitor labour utilisation and revenue generation.
Column Field Definitions (Data Table)
The detailed data table provides job-level financial information supporting the dashboard analysis.
Column Name | Description |
Engineer | Engineer associated with the work performed. |
Job No. | Unique identifier assigned to the job. |
Sub Job No. | Task or activity number associated with the job. Represents a specific work item within the parent job. |
Rate Type | Charging or costing rate category applied to the work performed. |
Charge | Amount charged to the customer for the work completed. |
Cost | Internal cost incurred by the business for delivering the work. |
Hours | Total labour hours recorded against the job or task. |
Revenue | Revenue generated from the work based on the applicable charging and costing rates. |
Final Remarks
The Revenue per Engineer dashboard provides valuable insight into engineer productivity, financial performance, and profitability. By combining revenue metrics, cost analysis, engineer comparisons, and detailed job information, the dashboard enables users to evaluate how individual engineers contribute to overall business performance.
Regular review of this dashboard can help identify revenue trends, improve resource allocation, support performance management initiatives, and ensure that engineering activities continue to deliver profitable outcomes for the business.