gross profit commission report (ag)
TRANSCRIPT
![Page 1: Gross profit commission report (ag)](https://reader031.vdocuments.site/reader031/viewer/2022032619/55c1645cbb61eb87128b4671/html5/thumbnails/1.jpg)
Gross Profit CommissionReport (AG)
Background Tour
![Page 2: Gross profit commission report (ag)](https://reader031.vdocuments.site/reader031/viewer/2022032619/55c1645cbb61eb87128b4671/html5/thumbnails/2.jpg)
Purpose/Background
• Shows “Gross Margin” 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.
![Page 3: Gross profit commission report (ag)](https://reader031.vdocuments.site/reader031/viewer/2022032619/55c1645cbb61eb87128b4671/html5/thumbnails/3.jpg)
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 RESET.
• W-2 Costs are calculated via time entries that are posted against that invoice (or agreement).
![Page 4: Gross profit commission report (ag)](https://reader031.vdocuments.site/reader031/viewer/2022032619/55c1645cbb61eb87128b4671/html5/thumbnails/4.jpg)
Where to Find the ReportSales Management > Gross Profit Commission Report (AG)
![Page 5: Gross profit commission report (ag)](https://reader031.vdocuments.site/reader031/viewer/2022032619/55c1645cbb61eb87128b4671/html5/thumbnails/5.jpg)
OverviewGross Profit
By Invoice
Filter on any field
Export to Excel
![Page 6: Gross profit commission report (ag)](https://reader031.vdocuments.site/reader031/viewer/2022032619/55c1645cbb61eb87128b4671/html5/thumbnails/6.jpg)
Drill-DownInvoice Details
Click to drill-down to invoice line
items
![Page 7: Gross profit commission report (ag)](https://reader031.vdocuments.site/reader031/viewer/2022032619/55c1645cbb61eb87128b4671/html5/thumbnails/7.jpg)
Settings
Click “RESET” after changing
parameters
Select date range
Report may include multiple pages
Filter by Location
Select Internal Labor “Product Types” (Costs will be calculated as W2 only)
![Page 8: Gross profit commission report (ag)](https://reader031.vdocuments.site/reader031/viewer/2022032619/55c1645cbb61eb87128b4671/html5/thumbnails/8.jpg)
Executive Briefing ServiceOther Resources
www.YouTube.com/NewHavenTechwww.LinkedIn.com/NewHavenTechwww.FaceBook.com/[email protected]/NewHavenTech
www.ConnectWise.com/Marketplace