The Jobs - Revenue, Profit, Margin dashboard provides a comprehensive overview of job financial performance. It allows users to analyse revenue, costs, profit, profit margin, and markup across different customers, sites, equipment, job types, and cost categories.

The dashboard also provides detailed financial analysis of individual jobs, including labour, travel, stock parts, miscellaneous costs, and their associated revenue and profit.

To access the report:

The report contains 9 pages:

The Summary page provides an overall financial overview of jobs, including revenue, profit, profit margin, and markup. It also allows users to compare financial performance across different customers and job completion statuses.

Allows users to select a start and end date based on when jobs were completed.

Filters the dashboard by customer name and customer number.

Filters the dashboard by site name and location.

Displays the total revenue generated from jobs within the selected filters.

Displays revenue associated with jobs that have not yet been completed, including jobs with the status Cancelled, Issued, or Unissued.

Displays revenue from jobs with the status Completed.

Displays revenue from jobs with the status Submitted.

Displays revenue from jobs with the status Invoiced.

Displays the total profit generated from jobs within the selected filters.

Displays profit associated with jobs that have not yet been completed, including Cancelled, Issued, and Unissued jobs.

Displays profit from jobs with the status Completed.

Displays profit from jobs with the status Submitted.

Displays profit from jobs with the status Invoiced.

Displays the overall profit margin for the selected jobs.

Displays the profit margin associated with Cancelled, Issued, and Unissued jobs.

Displays the profit margin for Completed jobs.

Displays the profit margin for Submitted jobs.

Displays the profit margin for Invoiced jobs.

Displays the total markup generated from the selected jobs.

Displays markup associated with Cancelled, Issued, and Unissued jobs.

Displays markup generated from Completed jobs.

Displays markup generated from Submitted jobs.

Displays markup generated from Invoiced jobs.

Displays job revenue by customer, allowing users to compare revenue generated across customers.

Displays markup generated by each customer, allowing users to compare customer-level markup performance.

Displays the profit generated by each customer.

Shows how profit changes over time for each customer, broken down by year and quarter.

Displays the overall profit trend over time.

The Service page focuses specifically on jobs classified as Service Jobs. It provides an overview of their revenue, profit, markup, and individual job details.

Filters service jobs by their completion date using a start and end date.

Filters service jobs by their call date using a start and end date.

Filters service jobs by customer.

Filters service jobs by site and location.

Filters service jobs by equipment ID and equipment description.

All three KPIs are filtered by Task Type = Service Job.

Shows the distribution of service job revenue across customers.

Displays service job revenue by customer.

Provides detailed revenue information for individual service jobs.

Filter: Task Type = Service Job.

The Repairs page provides financial information specifically for Repair Jobs, including revenue, profit, markup, and first-time-fix performance.

Filters repair jobs by completion date.

Filters repair jobs by call date.

Filters repair jobs by customer.

Filters repair jobs by site and location.

Filters repair jobs by equipment ID and description.

Shows the first-time-fix results associated with repair work. This is filtered where the job description contains "Repair".

Shows the distribution of repair jobs based on the available job information. It is filtered where the job description contains "Repair".

Compares fixed-price revenue and total job revenue across customers and sites.

Filter: Task Type = Service Job.

Provides detailed financial information for individual repair jobs.

Filters: Task Type = Repair Job and Agreed Visit Date is not NULL.

The Revenue page provides a detailed breakdown of job revenue across different revenue categories and customers.

Filters the report by customer name.

Filters the report by site and location.

Filters the report by job cost code.

Displays job profit by cost code.

Filter: Job description contains "Repair".

Displays revenue by customer.

Filter: Priority = Breakdown or NULL.

Provides revenue and markup details for individual jobs and cost codes.

Filter: Job State is not Cancelled, Unissued, or Issued.

Provides a detailed financial breakdown by customer, site, and job.

The Profit page focuses on analysing job profitability and the contribution of different revenue/cost categories to overall profit.

Filters by customer name.

Filters by site and location.

Filters by job cost code.

Shows how job profit is distributed across different cost codes.

Filter: Job description contains "Repair".

Displays profit generated by each customer.

Filter: Priority = Breakdown or NULL.

Provides detailed profit and markup information by job and cost code.

Filter: Job State is not Cancelled, Unissued, or Issued.

Provides a detailed view of revenue, profit, and fixed-price values for each job.

The Job Financial Analysis page provides a detailed breakdown of job costs, revenue, profit, margins, and markup. It also allows users to analyse individual financial components such as labour, parts, miscellaneous costs, and travel.

Filters jobs by call date.

Filters jobs by completion date.

Filters the analysis by job number.

Filters by customer name and number.

Filters by site name and site ID.

Filters by equipment ID.

Displays job costs associated with each equipment item.

Provides a row-based breakdown of job costs by equipment.

Provides an overall financial performance summary for each equipment item.

Provides detailed revenue and timing information for each job, including:

Rows: Job No.

Provides a breakdown of:

Rows: Job Number.

Provides profit-margin values for:

Rows: Job Number.

Provides profit values for:

Rows: Job Number.

The Job Analysis page provides detailed analysis of individual jobs, with separate sections for parts, miscellaneous items, labour, and travel.

Filters by job number.

Filters by customer name and number.

Filters by site name and site ID.

Filters by equipment ID.

Displays the profit generated by each job.

Provides a breakdown of job revenue by revenue category.

Displays the contribution of each category to overall job profit.

Displays parts revenue by stock item.

Displays miscellaneous revenue by stock item.

Displays parts revenue with stock item shown as the series.

Displays miscellaneous revenue with stock item shown as the series.

Provides detailed stock-part financial information:

Provides detailed miscellaneous-item financial information:

The labour charts show labour revenue by engineer, while the travel charts show travel revenue by engineer. The corresponding charts use engineer name as the series to allow comparison between engineers.

The Job Totals page provides a financial summary of jobs and allows users to review overall job, parts, stock parts, miscellaneous, labour, and travel performance.

Compares job revenue against job cost.

Displays the relationship between job cost and job revenue.

Provides a complete financial summary for each job.

Provides financial performance by equipment.

The Parts tab provides a breakdown of total parts, stock parts, and miscellaneous financial performance.

Compares total parts revenue against parts cost.

Compares parts cost and parts revenue.

Displays parts cost, revenue, profit, and markup by job.

Compares stock-parts revenue against stock-parts cost.

Compares stock-parts cost and revenue.

Displays stock-parts cost, revenue, profit, profit margin, and markup by job.

Compares miscellaneous revenue against miscellaneous cost.

Compares miscellaneous cost and revenue.

Displays miscellaneous cost, revenue, profit, profit margin, and markup by job.

This tab focuses on the financial performance of engineer timings, labour, and travel.

Compares timings revenue against timings cost.

Compares timings revenue and timings cost.

Displays cost, revenue, and profit by job and task.

Compares labour revenue against labour cost.

Compares labour cost and labour revenue.

Displays labour cost, revenue, profit, profit margin, and markup by job and task.

Compares travel revenue against travel cost.

Compares travel cost and travel revenue.

Displays travel cost, revenue, profit, profit margin, and markup by job and task.

The All Jobs page provides a consolidated financial view of all jobs returned by the selected filters.

Values:

Rows:

This pivot table provides a consolidated view of job financial performance together with the associated customer, site, equipment, and job status information.

The Jobs - Revenue, Profit, Margin report provides a comprehensive view of job financial performance from high-level summaries through to detailed job-level analysis. Users can use the different pages and filters to review revenue, costs, profit, profit margin, markup, labour, travel, parts, and miscellaneous costs.

The report is particularly useful for identifying profitable and underperforming jobs, analysing customer and site performance, reviewing individual job costs, and understanding how different cost and revenue categories contribute to overall profitability.