Profitability by Jobs below Threshold (Costs by Added WIP)
Tracks jobs where profitability based on newly added work falls below target levels.
Report View Options:
Firm View: All jobs with low profitability by added WIP
Columns:
Client Group
Client Name
Client Partner
Client Manager
Job ID
Job Name
Job Partner
Job Manager
Job URL
Billing
Costs
Profit
Profit %
Threshold meaning:
Set minimum profitability threshold (e.g. 30% margin on added WIP) and receive alerts when jobs fall below this target.
Profitability by Jobs below Threshold (Costs by Invoiced WIP)
Tracks jobs where profitability based on billed work falls below expected levels.
Report View Options:
Firm View: All jobs with low profitability by invoiced WIP
Columns:
Client Group
Client Name
Client Partner
Client Manager
Job ID
Job Name
Job Partner
Job Manager
Job URL
Billing
Costs
Profit
Profit %
Threshold meaning:
Set minimum profitability threshold (e.g. 35% margin on invoiced work) and receive alerts when jobs fall below this target.
Profitability Summary (Costs by Added WIP)
Provides an overview report of firm-wide profitability based on new work performed.
Report View Options:
Firm View: Firm-wide profitability metrics by Added WIP
Columns:
Client Partner
Billing
Costs
Profit
Profit %
Threshold meaning:
This Report will provide a recurring setup to receive Profitability Summary (Costs by Added WIP) updates at a specific time interval or period.
Profitability Summary (Costs by Invoiced WIP)
Tracks overall firm profitability based on billed work.
Report View Options:
Firm View: Firm-wide profitability metrics by Invoiced WIP
Columns:
Client Partner
Billing
Costs
Profit
Profit %
Threshold meaning:
This Report will provide a recurring setup to receive Profitability Summary (Costs by Invoiced WIP) updates at a specific time interval or period.