Visit Profit Margin Report

The Visit Profit Margin Report provides a Visit-level breakdown of profit metrics. The report compiles all Visits within the filtered parameters & breaks them down by Visit & Client information, along with financial metrics such as Sales, Cost of Goods Sold (COGS), Expenses, Profit (in dollars), Profit (as a percentage), Payments & Balances.

Navigate to: Reports > Report Catalog > Expenses & Job Costing

Visit Profit Margin Report Features

Filters 

• Date Range - a custom date range based on the Date Filter (see below)
  
  
• Date Filter - used to determine if the Date Range is based on Visit Start Date or Visit Created Date
  
  
• Visit Stages (multiselect)
  
  
• Assignees (multiselect)
  
  
• Sales Reps (multiselect)
  
  

Columns

The columns included in the Visit Profit Margin Report can be configured to control the data displayed. The following columns are available in this report: 

• Ref # - the Visit’s reference number
  
  

• Visit Name - the Visit’s name
  
  

• Visit Stage - the current Visit stage (scheduled, completed, approved, etc.)
  
  

• Operation - the Job-level Operation 
  
  

• Created - the Visit creation date
  
  
• Work Start: the date that the Visit is scheduled to start
  Note: if a cell is blank that means a start date has not yet been assigned
  
  
• Sales: the revenue for each visit
  
  
• COGS: the cost of goods (Material) that you've sold to your customer
  Note: Navigate to Admin > Account Settings > COGS Formula to make updates
  
  
• Expense: any Expense, including the cost of Service, Labor, & Equipment associated with the Visit
  
  
• Profit $: Calculated by subtracting COGS & Expenses from Sales
  Expressed algebraically: (Sales - [COGS + Expenses]) = Profit
  
  
• Profit %: Calculated by dividing Profit $ by Sales
  Expressed algebraically: ([Profit / Sales] x 100) = Profit %
  
  
• Payments: the sum of the payments the customer has made for each visit
  
  
• Balances: the sum of how much the customer still owes
  
  
• Sales Rep - the assigned Sales Rep on the Job-level  

Additional Notes

• Payments are filtered based on the select Date Filter, not the payment date.
  
• If the Visit's invoice is part of a CMB or RUP, a link to that invoice will be shown in the Payments & Balance columns.
  
• Visits on Fixed Invoice Jobs are not included in the Visit Profit Margin Report.