Gross Profit CommissionReport (AG)

Background Tour

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.

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).

Where to Find the ReportSales Management > Gross Profit Commission Report (AG)

OverviewGross Profit

By Invoice

Filter on any field

Export to Excel

Drill-DownInvoice Details

Click to drill-down to invoice line

items

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)

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