gross profit by rep
TRANSCRIPT
Gross Profit By Rep
Background Tour
Purpose/Background
• Shows “Gross Margin” for each rep for invoices in a given date range for a specified location
• Additionally calculates Gross Margin AFTER you have applied direct W-2 costs– You could pay your reps based on ACTUAL gross margin
on fixed fee and fully managed invoices
• Drill-down into line items for each invoice– …and further into hours, time entries, etc.
Notes and Notices
• Set the date range (start date, stop date) to the desired period. Typically this report is run for a one-month date range for commission purposes. Enter the desired start and stop dates, then hit REFRESH.
• W-2 Costs are calculated via time entries that are posted against that invoice (or agreement).
Where to Find the ReportSales Management > Gross Profit By Rep
Rep-Level
Click to drill downExport to Excel
Drill-DownTerritory-Level
Click to drill-down to invoices
Drill-DownInvoice Level
Click to drill-down to invoice line items
Drill-DownInvoice Details
Click to drill-down to invoice line items
Drill-DownInvoice Details
Click the down-arrow icon anywhere you see it to export to
Excel
Settings
Click “REFRESH”
after changing parameters
Select date rangeFilter by Location
Select Internal Labor “Product Types” (Costs will be calculated as W2 only)
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