Job Profitability Dashboard

  • Updated

The Job Profitability Dashboard is designed to provide a comprehensive view of the profitability of all individual jobs marked as financially complete.

Using this suite of visualisations, users will be able to identify easily and quickly their most and least profitable job types, contacts, and resources, based on individual jobs marked as financially complete.    

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Please note, financial data is from taken from individual jobs only and does not include financials captured at the Group Job level.

 

Accessing Dashboards

Accessing the Dashboards

To access the data visualisation dashboards, users will need to be granted permission. Currently, any user that has either the role permissions “Administer the account full access” or  “Administrate web users” can enable access to the dashboards, on a user by user basis.

Access is provided by the allocation of a Dashboards “Viewer” license.

To allocate/unallocate a viewer license, navigate to [Top menu] Profile (icon)  Admin Settings  Web Users [side menu] Add – edit User [select] Edit Dashboard [tab] Viewer [radio button]

 

Job-Prof-Dash-1.png

Once permission has been granted, navigate to the Analytics and Reporting Tab within BigChange


 

Total Sales vs Invoiced & Uninvoiced

Visualisation

A vertical bar chart displaying the month-on-month revenue trends, including total net sales from jobs, total net sales from invoices and total uninvoiced. This visualisation can also be toggled to display the number of jobs marked as financially complete per month.

Job-Prof-Dash-2.pngSelect the image to enlarge

Definition of terms

Total net sales from jobs; total selling price from financial lines on all jobs financially completed that month.

Total net sales from invoices; total selling price from all invoices not cancelled, raised against jobs financially completed that month.

Uninvoiced; total amount outstanding to invoice. Total selling price – credit notes – amounts invoiced. If multiple invoices exist against the job, they will all be added up.

Job-Prof-Dash-3.pngBy selecting a specific bar within the chart, users will be able to drill-down into the data. The data fields will vary depending on your selection (total sales from jobs, total net sales from invoices and uninvoiced).


 

Jobs Marked Financially Complete per Month

Visualisation

A vertical bar chart displaying the month-on-month count of jobs marked as financially complete. This visualisation can also be toggled to display month-on-month revenue trends of total net sales from jobs, total net sales from invoices and total uninvoiced.

Job-Prof-Dash-4.png

Select the image to enlarge

Job-Prof-Dash-3.pngBy selecting a bar for a particular month, users will be able to drill-down into the data, displaying a data grid containing the following data fields:

      • Contact Group
      • Parent Contact
      • Contact Name
      • Contact Reference
      • Group Reference
      • Job Reference
      • Order Number
      • Description
      • Status
      • Actual Start Date
      • Actual End Date
      • Financially Completed Date
      • Resource Name
      • Type
      • Category Name
      • Total Net Cost from Jobs
      • Total Net Sales from Jobs
      • Profit from job lines
      • Margin % from lines
      • Job ID

 

Total Costs vs PO Costs

Visualisation

Vertical bar chart displaying month-on-month costs from jobs and purchase orders (POs).

Job-Prof-Dash-5.png

Select the image to enlarge

Definition of terms

 

Total net costs from jobs; total cost price from all jobs financially completed that month.

Total net costs from POs; total cost price from all purchase orders raised against jobs financially completed that month.

Job-Prof-Dash-3.pngBy selecting a specific bar within the chart, users will be able to drill-down into the data. The data fields will vary depending on your selection {total net cost from jobs and total net costs from POs).


 

Visualisation

Vertical bar chart displaying month-on-month trends of margin percentage from job lines and the actual margin percentage from jobs marked as financially complete. This visualisation can also be toggled to display month-on-month trends of net profit from job lines and actual net profit.

Job-Prof-Dash-6.pngSelect the image to enlarge

Definition of terms

 

Margin % from job lines; total selling price (SP) from Job lines (financial lines) – total cost price (CP) from job lines {financial lines)] *100 / total selling price from job lines (financial lines).

Actual margin %; [total SP (from Invoices) + (-credit notes) – total CP (from job lines)] *100 / [total SP (from Invoices) +credit notes].

Job-Prof-Dash-3.pngBy selecting a specific bar within the chart, users will be able to drill-down into the data. The data fields will vary depending on your selection (margin % from lines and actual margin %).


 

Visualisation

Vertical bar chart displaying month-on-month trends of net profit from job lines and actual net profit from jobs marked as financially complete. This visualisation can also be toggled to display month-on-month trends of margin percentage from job lines and the actual margin percentage.

Job-Prof-Dash-7.png

Select the image to enlarge

Definition of terms

 

Net profit from job lines; total selling price from financial lines – total cost price from financial lines.

Actual net profit; total selling price from invoices – credit notes – total cost price from financial lines.

Job-Prof-Dash-3.pngBy selecting a specific bar within the chart, users will be able to drill-down into the data. The data fields will vary depending on your selection (net profit from job lines and actual net profit).


 

Actual Margin % by Job Type (Top 10)

Visualisation

Horizontal bar chart displaying the actual margin percentage by job type. This visualisation can also be toggled to display the net cost by job type, amount invoiced by job type, and actual profit by job type.

Job-Prof-Dash-8.pngSelect the image to enlarge


 

Cost by Job Type (Top 10)

Visualisation

Horizontal bar chart displaying the total net cost by job type (top 10). This visualisation can also be toggled to display the actual margin percentage by job type, amount invoiced by job type, and actual profit by job type.

Job-Prof-Dash-9.png

Select the image to enlarge

Job-Prof-Dash-10.pngAs a parent chart, the user can filter the whole dashboard view by selecting a specific job type bar within the chart. The whole dashboard will display metrics and visuals pertaining to that specific job type selection.


 

Invoiced by Job Type (Top 10)

Visualisation

Horizontal bar chart displaying the total amount invoiced by job type (top 10). This visualisation can also be toggled to display the actual margin percentage by job type, net cost by job type, and actual profit by job type.

Job-Prof-Dash-11.png

Select the image to enlarge

Job-Prof-Dash-10.pngAs a parent chart, the user can filter the whole dashboard view by selecting a specific job type bar within the chart. The whole dashboard will display metrics and visuals pertaining to that specific job type selection.


 

Actual Profit by Job Type

Visualisation

Horizontal bar chart displaying the actual profit by job type (top 10). This visualisation can also be toggled to display the actual margin percentage by job type, net cost by job type, and amount invoiced by job type..

Job-Prof-Dash-12.png

Select the image to enlarge

Job-Prof-Dash-10.pngAs a parent chart, the user can filter the whole dashboard view by selecting a specific job type bar within the chart. The whole dashboard will display metrics and visuals pertaining to that specific job type selection.

Hint

By using a combination of these “By Job Type” dashboards, users will be able to identify job types generating the most and least revenue, cost, and profit.


 

Actual Margin % by Contact (Top 10)

Visualisation

Horizontal bar chart displaying the actual margin percentage of financially complete jobs by contact (top 10). This visualisation can also be toggled to display costs by contact, amount invoiced by contact, and the actual profit generated by contact.

Job-Prof-Dash-13.png

Select the image to enlarge


 

Cost by Contact (Top 10)

Visualisation

Horizontal bar chart displaying the cost of financially complete jobs by contact (top 10). This visualisation can also be toggled to display actual margin percentage by contact, amount invoiced by contact, and the actual profit generated by contact.

Job-Prof-Dash-14.png

Select the image to enlarge

Job-Prof-Dash-10.pngAs a parent chart, the user can filter the whole dashboard view by selecting a specific contact bar within the chart. The whole dashboard will display metrics and visuals pertaining to that specific contact selection.


 

Invoiced by Contact (Top 10)

Visualisation

Horizontal bar chart displaying the amount invoice by contact (top 10) for financially complete jobs. This visualisation can also be toggled to display actual margin percentage by contact, costs by contact, and the actual profit generated by contact.

Job-Prof-Dash-15.png

Select the image to enlarge

Job-Prof-Dash-10.pngAs a parent chart, the user can filter the whole dashboard view by selecting a specific contact bar within the chart. The whole dashboard will display metrics and visuals pertaining to that specific contact selection.


 

Actual Profit by Contact (Top 10)

Visualisation

Horizontal bar chart displaying the actual profit by contact (top 10). This visualisation can also be toggled to display actual margin percentage by contact, costs by contact, and the amount invoiced by contact.

Job-Prof-Dash-16.png

Select the image to enlarge

Job-Prof-Dash-10.pngAs a parent chart, the user can filter the whole dashboard view by selecting a specific contact bar within the chart. The whole dashboard will display metrics and visuals pertaining to that specific contact selection.

Hint

By using a combination of these “By Contact” dashboards, users will be able to identify the contacts generating the most and least revenue, cost, and profit.


 

Actual Margin % by Resource (Top 10)

Visualisation

Horizontal bar chart displaying the actual margin percentage of financially complete jobs by resource (top 10). This visualisation can also be toggled to display costs by resource, amount invoiced by resource, and the actual profit generated by resource.

Job-Prof-Dash-17.png

Select the image to enlarge


 

Cost by Resource (Top 10)

Visualisation

Horizontal bar chart displaying the cost of financially complete jobs by resource (top 10). This visualisation can also be toggled to display actual margin percentage by resource, amount invoiced by resource, and the actual profit generated by resource.

Job-Prof-Dash-18.png

Select the image to enlarge

Job-Prof-Dash-10.pngAs a parent chart, the user can filter the whole dashboard view by selecting a specific resource bar within the chart. The whole dashboard will display metrics and visuals pertaining to that specific resource selection.


 

Invoiced by Resource (Top 10)

Visualisation

Horizontal bar chart displaying the amount invoice by resource (top 10) for financially complete jobs. This visualisation can also be toggled to display actual margin percentage by resource, costs by resource, and the actual profit generated by resource.

Job-Prof-Dash-19.png

Select the image to enlarge

Job-Prof-Dash-10.pngAs a parent chart, the user can filter the whole dashboard view by selecting a specific resource bar within the chart. The whole dashboard will display metrics and visuals pertaining to that specific resource selection.


 

Actual Profit by Resource (Top 10)

Visualisation

Horizontal bar chart displaying the actual profit by resource (top 10). This visualisation can also be toggled to display actual margin percentage by resource, costs by resource, and the amount invoiced by resource.

Job-Prof-Dash-20.png

Select the image to enlarge

Job-Prof-Dash-10.pngAs a parent chart, the user can filter the whole dashboard view by selecting a specific resource bar within the chart. The whole dashboard will display metrics and visuals pertaining to that specific resource selection.

Hint

By using a combination of these “By Resource” dashboards, users will be able to identify the resources generating the most and least revenue, cost, and profit.


 

Dashboard Global Filters

  • Financially Completed Month – Drop-down, defaults to all.
  • Job Financially Completed Date – Enter custom date.
  • Contact Group – Drop-down, defaults to all.
  • Parent contact – Drop-down, defaults to all.
  • Contact Name – Drop-down, defaults to all.
  • Job Category – Drop-down, defaults to all.
  • Job Type – Drop-down, defaults to all.
  • Status – Drop-down, defaults to all.
  • Is Invoiced – Yes/No
  • Show Profitability For – Drop-down, defaults to all.

Please note, when ‘Show Profitability For – “All” or “Individual jobs from group” option is selected, the dashboard shows profitability for Individual jobs that belong to a group but not financials entered at the group level itself, if there are any. This may result in false negatives i.e., negative profit and margin values being displayed as the group level data is not included here. To avoid showing such false negatives, choose the option to show “Individual jobs not from group”.