Report #: Q0020

This report determines the profitability (and detail) of specific customers, customer groups, SICs or record types within a given period of time.

Purpose:

• To be able to understand overall profitability depending on filterable variables per customer/group/record type/date range etc.
• This will help influence decision making and indicate where time may need to be spent on increasing profitability in certain areas, with certain customer groups, etc.
• Patterns may emerge based on SIC, Record Type, Customer Group, for which business may then be strategically planed to determine where more effort should be put, where to make additional sales, etc.

Filters:

• Time period, Start/End Date:  The period for which Cost and Revenue entries were made to the General Ledger to denote profitability.
• Customer No.:  Free-form type – a specific CustomerNo, if desired
• Company No
• Branch
• Department
• Type:  Record types to derive profitability. Includes:
  • ALL, PROJECTS, CALLS, ORDERS (unlinked), SRV CONT, INVOICES
• Cust Group: If customer groups have been defined, groups may be filtered
• SIC: Standard Industrial Classification (from SIC Gen Code): List of industry classifications originally designated on the Opportunity behind these record types.  Allows end user to filter to find profitability of customers within a designated industry.
• Customer Sub Type (from CUSTSUBT Gen Code): This is set on the customer level and can add another level of filter capability if used.

Report Results:

• One row per customer.
• Zoom/Drill-in/Link:  This will drill-in to further detail regarding what makes up the profitability for a given customer, broken out by specific record and record type.
• Customer No/Company:  Specific Customer No..  One row per customer
• Revenue (does not display currency):  This is the sum of revenue entries made for this customer across the selected record times in the period selected.
• Material Cost (does not display currency):  Sum of Material COGS entries (A, Q, K-type) for designated customer in the period selected.
• Labor Cost (does not display currency):  Sum of Labor cost entries (L-type) for designated customer in the period selected.
• Sub-Cont. Cost (does not display currency):  Sum of Subcontractor cost entries (S-type) for designated customer in the period selected.
• Misc. Cost (does not display currency):  Sum of Misc. cost entries (M-type) for designated customer in the period selected.
• Total Cost (does not display currency):  Sum of Material, Labor, Sub-Cont., and Misc. Cost columns for designated customer in the selected period.
• Profit (does not display currency):  Revenue column – Total Cost column
• Margin (percent not displayed):  (Revenue column – Total Cost column) / Revenue Column

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