Gross profit by rep

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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