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.
Basic requirements are:
- Users fill Estimated Revenue, Actual Revenue and other price fields on projects.
- User who generates the report has permissions for the view of projects.
|Start||Beginning of the period.|
|End||End of the period.|
After selecting all the values, the report will be automatically generated.
|Project||Names of the projects.|
|Price||Real price of the project that was given to the customer.|
|Planned Profit %||Estimated Revenue in percent.|
|Planned Profit||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||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.