The report shows profitability for:

• Labor & product (FFA) agreements
• Product only (L&S) agreements
• Block Time agreements

The agreements are grouped by the category assignments in your PSA.

The value of the report is to not only show you the profitability of each recurring agreement during the time period, but also to show the profitability of the category of agreement.

The filters allow you to select recurring agreements from:

1. Date Range - A date range or a predefined date range from the Quick Select barA date range or a predefined date range from the Quick Select bar.
2. Client - One client, an aggregate client, or all clients.
3.  Team Lead - A specific Team Lead (set up in the Lookup/Team Roles table)
4. Agreement Category - Filter on one category of agreements or a few. Only those agreement categories will be in the report. The default is all agreement categories.
5. Work Roles - Filter on a select number of Work Roles.
6. Exclude expired agreements - If checked, all expired agreements will be excluded.
7. Exclude Block Time One time agreements - If checked, BT One Time agreements will not filtered out.

Note (highlighted in yellow): The report can be downloaded to an Excel/CSV spreadsheet or in PDF format. When the '+' is used, the report is stored in a Download Basket to be downloaded with other reports at a later time. Once the appropriate filters are been applied to the report, a Report Profile can be saved  and used for recurring deliveries (See How to set up Recurring Report Deliveries).

The report shows all agreements according to the Client filter criteria explained above.

The report can be sorted by any of the columns within the Agreement Category. In the example below, the agreement categories are sorted by Labor Revenue, low to high. This sort is made by clicking on the arrows next to the column heading until it goes in one direction.

The final row of the report shows totals for all columns except the last five columns that show averages.

Each Agreement Category can be opened by clicking on the '+' arrow to show the individual agreements within this category. If Agreement Type 31 is opened, then all of the individual agreements of this category are shown.  

The top row of each agreement category is the total for the category. The specific agreement row shows details for the individual agreement.

Each agreement row shows:

Agreement Category : The category for the agreement

Client : Client name

Agreement : Agreement name

Labor Revenue : Total revenue for the time range attributed to labor

Product Revenue : Total revenue for the time range attributed to product

Labor Cost : Total cost for the time range attributed to labor

Product Cost : Total cost for the time range attributed to product

Labor Contribution : Labor revenue - labor costs

Product Contribution - Product revenue - product cost

Contribution : Total revenue - total costs

Hours - Actual time spent servicing the agreement

Cont/Hour - Contribution/hours

Labor Margin % - Labor contribution % of total labor revenue

Product Margin % - Product contribution % of total product revenue

Blended Margin % - Total contribution % of total revenue

Effective Rate $ - Labor Revenue /  hours