gross profit by rep
TRANSCRIPT
![Page 1: Gross profit by rep](https://reader035.vdocuments.site/reader035/viewer/2022062406/55c1641bbb61eb8c128b466b/html5/thumbnails/1.jpg)
Gross Profit By Rep
Background Tour
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Purpose/Background
• Shows “Gross Margin” for each rep for invoices in a given date range for a specified location
• Additionally calculates Gross Margin AFTER you have applied direct W-2 costs– You could pay your reps based on ACTUAL gross margin
on fixed fee and fully managed invoices
• Drill-down into line items for each invoice– …and further into hours, time entries, etc.
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Notes and Notices
• Set the date range (start date, stop date) to the desired period. Typically this report is run for a one-month date range for commission purposes. Enter the desired start and stop dates, then hit REFRESH.
• W-2 Costs are calculated via time entries that are posted against that invoice (or agreement).
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Where to Find the ReportSales Management > Gross Profit By Rep
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Rep-Level
Click to drill downExport to Excel
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Drill-DownTerritory-Level
Click to drill-down to invoices
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Drill-DownInvoice Level
Click to drill-down to invoice line items
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Drill-DownInvoice Details
Click to drill-down to invoice line items
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Drill-DownInvoice Details
Click the down-arrow icon anywhere you see it to export to
Excel
![Page 10: Gross profit by rep](https://reader035.vdocuments.site/reader035/viewer/2022062406/55c1641bbb61eb8c128b466b/html5/thumbnails/10.jpg)
Settings
Click “REFRESH”
after changing parameters
Select date rangeFilter by Location
Select Internal Labor “Product Types” (Costs will be calculated as W2 only)
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