Gross margin by client by month

Gross Marginby Client by Month

Background Tour

Purpose/Background

• Shows how much you make off of each client (month-by-month) from ALL revenue sources

• Can filter on:– Line of Business (Fully Managed, T&M, Project, etc.)– Sales Rep– Location

• Drill-down into each client, each month for details– …and further into invoices, hours, time entries, etc.

Notes and Notices

• Figures shown on the report represent monthly gross margin, which is:

Revenue minus 3rd party costs minus internal engineering costs allocated on an hour-by-hour engineer-by-engineer basis.

Where to Find the ReportPLANNING & ANALYSIS > CLIENTS

Overview

Gross Margin by Company by Month

Click Total $s to see detail

Click “TOTAL” to sort

Shows which Lines of Business are included in

the totals

Drill-Down by Clicking Amount in the Total column to see

Summary by Month

“Fully Managed”Managed Services

Block Time

T&MProduct Sales

ProjectsGross Margin Summaries by

Line of Business

Drill-Down on Month to See Invoices

Drill-Down on Invoice # to see Line Items

Drill-Down on Hours to see Time Entry Details

Select 1+ Lines of Business for Analysis

Export to Excel or PDF wherever you see the Export Icon

Settings

Click down-arrow icon to

export to Excel or PDF

Click “Refresh” after changing

parameters

Select Locationsto Display Select date range

(Default: Last 12 mos)

Filter by Sales Territory

Include or Exclude a

select list of Companies

Filter by Line of Business

Save settings as Bookmark or Favorite for one-click

access

Quick access to Favorites via the “Go To” menu…

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