Planned vs Real Profit
This report monitors the difference between the planned and real profit of individual projects. The report shows only projects that are in the Realization or Completed status.
Calculation Requirements
The basic requirements are:
- Users fill in Estimated Revenue, Actual Revenue, and other price fields on projects.
- The user who generates the report has permission the view projects.
Report Parameters
| Parameter | Description |
|---|---|
| Start | Beginning of the period. |
| End | End of the period. |
After selecting all the values, the report will be automatically generated.
Generated Report
| Column | Description |
|---|---|
| Project | Names of the projects. |
| Price | The real price of the project that was given to the customer. |
| Planned Profit % | Estimated Revenue in percent. |
| Planned Profit | The column is the same as the Estimated Revenue in the Project window. |
| Real Profit % | Actual Revenue in percent. |
| Real Profit | Column is calculated from the actual costs and the Actual Revenue of the project. |
| Profit Ratio | The ratio of real profit to planned profit. |
After generating a report, projects are sorted by name - one row is one project. You can sort items according to different columns. There are small arrows in the column headlines that are used for sorting rows - clicking the up or down arrow will sort items in the table in descending or ascending order.