Group Job Profitability Dashboard

  • Updated

The Group Job Profitability Dashboard is designed to provide a comprehensive view of the profitability of all Group jobs marked as financially complete. Financial metrics include costs, revenue, margin % and profit by job type, job category and contact, enabling you to quickly assess areas to focus on.

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Using this suite of visualisations, users will also be able to quickly and easily identify amounts uninvoiced.

     
  Please note, financial data is from taken from Group Jobs marked as financially complete, including financial lines and documents captured at Group Job level and individual jobs within the Group.  
     

 

Accessing Dashboards

     
 

Accessing 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]

 
     

 

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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 Group jobs, total net sales from invoices and total uninvoiced.

 
     

 

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Select the image to enlarge

Total Net Sales from Group Jobs; total selling price from all financial lines on all Group Jobs financially completed that month.

Total Net Sales from Invoices; total selling price from all invoices not cancelled, raised against Group 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.

 

4.png By selecting a specific bar within the chart, users will be able to drill-down into the data, exposing the Group Jobs (that the data represents).

By selecting a specific bar within the chart, users will be able to drill-down into the data, exposing the Group Jobs (that the data represents).

By double-clicking on the "Group Job reference" hyperlink, all the individual jobs within the selected Group job will be displayed.

By double-clicking the hyperlink "Group Job reference", the line level detail of all Group and Individual job lines will be displayed.

Finally, by double-clicking the hyperlink "Job reference", the line level detail of that Individual job will be displayed.

 

     
 

Hint

When selecting the invoiced and uninvoiced data bars, the click-through from the Job Data view includes invoice and credit note lines (where applicable). This information is displayed under the "Type / Document Type" column, which will show either "Invoice", "Credit Note" or "Job" where applicable.

 
     

 

Total Costs vs PO Costs

     
 

Visualisation

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

 
     

 

     
  Please note, if a Group job is marked as financially completed in a particular month, any PO raised against that Group Job will also be attributed to the same month, regardless of when the PO was raised. This ensures so the chart displays an accurate representation of costs raised for jobs financially completed for that month.  
     

 

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Select the image to enlarge

Total Net Costs from Group 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 Group jobs financially completed that month.

 

4.png By selecting a specific bar within the chart, users will be able to drill-down into the data, exposing the Group Jobs (that the data represents).

 

By double-clicking on the "Group Job reference" hyperlink, all the individual jobs within the selected Group job will be displayed.

By double-clicking the hyperlink "Group Job reference", the line level detail of all Group and Individual job lines will be displayed.

Finally, by double-clicking the hyperlink "Job reference", the line level detail of that Individual job will be displayed (Job Line Level Data).

 

Margin Trends %

     
 

Visualisation

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

 
     

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Select the image to enlarge

 

     
  Please note, the terms "Actual Margin %" and "Actual profit" indicates that those values are calculated using financial documents such as Invoices and Credit notes over job financial lines'. Formulas used are detailed below'.  
     

 

Margin % from Group Jobs; 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).

4.png To display all Group Job data, including profit and margin % values from Group Jobs, select the "Margin % from Group Jobs" data bar. Continue to drill-down to display Individual jobs granular line level financial data per job.

 

Actual Margin % from Group Jobs; [total SP (from invoices) + (-credit notes) – total CP (from job lines)] *100 / [total SP (from Invoices) +credit notes]

4.png To display all Group Job data, including actual profit and actual margin % values from invoices and credit notes, select the "Actual Margin % from Group Jobs" data bar.

 

By double-clicking on the "Group Job reference" hyperlink, all the individual jobs within the selected Group job will be displayed.

By double-clicking the hyperlink "Group Job reference", the line level detail of all Group and Individual job lines will be displayed.

Finally, by double-clicking the hyperlink "Job reference", the line level detail of that Individual job will be displayed, including lines from invoices and credit notes.

 

Profit Trends

     
 

Visualisation

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

 
     

 

Profit from Group Jobs; total selling price from financial lines - total cost price from financial lines.

4.png To display all Group Job data, including profit and margin % values from Group Jobs, select the "Profit from Group Jobs" data bar. Continue to drill-down to display Individual jobs granular line level financial data per job.

 

Actual net profit; [total SP (from invoices)+ (-credit notes] – total CP (from job lines)].

4.png To display all Group Job data, including actual profit and actual margin % values from invoices and credit notes, select the "Actual Margin % from Group Jobs" data bar.

 

By double-clicking on the "Group Job reference" hyperlink, all the individual jobs within the selected Group job will be displayed.

By double-clicking the hyperlink "Group Job reference", the line level detail of all Group and Individual job lines will be displayed.

Finally, by double-clicking the hyperlink "Job reference", the line level detail of that Individual job will be displayed, including lines from invoices and credit notes.

 

Actual Margin % by Group Job Category (Top 10)

     
 

Visualisation

Horizontal bar chart displaying the actual margin percentage by Group Job Category.  Using the hyperlinks, this visualisation can also be toggled to display the actual profit by Group Job Category, Invoiced by Group Job Category and Costs by Group Job Category.

 
     

 

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Actual Profit by Group job Category (Top 10)

     
 

Visualisation

Horizontal bar chart displaying the actual profit by Group Job Category.  Using the hyperlinks, this visualisation can also be toggled to display the actual margin percentage by Group Job Category, Invoiced by Group Job Category and Costs by Group Job Category.

 
     

 

7.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 Group Job Category selection.

 

Invoiced by Group Job Category (Top 10)

     
 

Visualisation

Horizontal bar chart displaying Invoiced by Group Job Category.  Using the hyperlinks, this visualisation can also be toggled to display the actual margin % by Group Job Category, actual profit by Group Job Category and Costs by Group Job Category.

 
     

 

7.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 Group Job Category selection.

 

Costs by Group Job Category (Top 10)

     
 

Visualisation

Horizontal bar chart displaying costs by Group Job Category.  Using the hyperlinks, this visualisation can also be toggled to display the actual profit by Group Job Category, Invoiced by Group Job Category and actual margin % by Group Job Category.

 
     

 

7.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 Group Job Category selection.

 

Actual Margin % by Group Job Contact (Top 10)

     
 

Visualisation

Horizontal bar chart displaying the actual margin percentage by group job contact. Using the hyperlinks, this visualisation can also be toggled to display actual profit by group job contact, invoiced by group job contact and costs by group job contact.

 
     

8.png

 

Actual Profit by Group Job Contact (Top 10)

     
 

Visualisation

Horizontal bar chart displaying the actual profit by group job contact. Using the hyperlinks, this visualisation can also be toggled to display actual margin % by group job contact, invoiced by group job contact and costs by group job contact.

 
     

 

7.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 Group Job Contact selection.

 

Invoiced by Group Job Contact (Top 10)

     
 

Visualisation

Horizontal bar chart displaying invoiced by group job contact. Using the hyperlinks, this visualisation can also be toggled to display actual profit by group job contact, actual margin % by group job contact and costs by group job contact.

 
     

 

7.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 Group Job Contact selection.

 

Costs by Group Job Contact (Top 10)

     
 

Visualisation

Horizontal bar chart displaying costs by group job contact. Using the hyperlinks, this visualisation can also be toggled to display actual profit by group job contact, invoiced by group job contact and actual margin % by group job contact.

 
     

 

7.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 Group Job Contact selection.

 

Actual Margin % by Group Job Owner (Top 10)

     
 

Visualisation

Horizontal bar chart displaying the actual margin percentage by Group Job Owner. Using the hyperlinks, this visualisation can also be toggled to display actual profit by group job owner, invoiced by group job owner and costs by group job owner.

 
     

 

9.png

 

Actual Profit by Group Job Owner (Top 10)

     
 

Visualisation

Horizontal bar chart displaying the actual profit by Group Job Owner. Using the hyperlinks, this visualisation can also be toggled to display actual margin percentage by group job owner, invoiced by group job owner and costs by group job owner.

 
     

 

7.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 Group Job Owner selection.

 

Invoiced by Group Job Owner (Top 10)

     
 

Visualisation

Horizontal bar chart displaying invoiced by group job owner. Using the hyperlinks, this visualisation can also be toggled to display actual profit by group job owner, actual margin percentage by group job owner and costs by group job owner.

 
     

 

7.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 Group Job Owner selection.

 

Costs by Group Job Owner (Top 10)

     
 

Visualisation

Horizontal bar chart displaying costs by group job owner. Using the hyperlinks, this visualisation can also be toggled to display actual profit by group job owner, invoiced by group job owner and actual margin percentage by group job owner.

 
     

 

7.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 Group Job Owner selection.


Dashboard Global Filters

  • Created At – Enter custom dates (from and to).
  • Job Financially Completed Date - Enter custom date.
  • Contact Group – Drop-down, defaults to all.
  • Resource Group – Drop-down, defaults to all.
  • Parent Contact - Drop-down, defaults to all.
  • Contact Name – Drop-down, defaults to all.
  • Group Job Owner - Drop-down, defaults to all.
  • Category – Drop-down, defaults to all.
  • Group Job Reference - Drop-down, defaults to all.