Profitability Report

This report lists each job as completed within a specific time frame, and for each shows three simple figures (revenue, job cost, and resulting margin).   The cost figure is based on a combination of parts used and labor inputs (figuring via user-provided inputs for per-trip and hourly costs for technicians).

The underlying mechanics are as follows:

  1. ‍The system begins by looking, one-by-one, at each SalesJournal entry (Paycode 1 or 2) that fits within the user-specified date range.  It tallies revenue amounts on this basis.
  2. ‍For each such entry, it seeks to find a matching JobRecord.
  3. ‍If from the JobRecord it appears the sale involved a POS situation (system looks in the job’s historical narrative for the phrase "(POS context)"), the transaction is excluded from the main tally figures (in such a case there will be a note at the report bottom that tallies POS items separately).
  4. ‍It tallies quantity of trips, on each job, by reading in the narrative job history.
  5. ‍It tallies time on spent, on each job, by reading in the narrative job history.
  6. ‍It tallies cost of parts used by searching for job-matching entries in the PartsProcess file, archived-PartsProcess file and InventoryJournal (quickkey entries for direct review of these contexts are, respectively, F8, Ctrl-F8 and F10>Review-Purchases-and-Usage).
  7. ‍It tallies LaborCost on the basis of user-provided trip-cost multiplied by quantity, then adds user-provided hourly-cost multiplied by time spent.

Please note that the underlying file, as simultaneously created when this report compiles for you, has added data breakdowns (separating parts cost factors from labor costs factors, for example).  For such added detail, simply click on the button to open that file.