Which clients generate the highest gross margin, and how much margin was achieved over a given period? Those are the questions the Gross margin per project report answers. We calculate gross margin as Invoiced − Purchase price of costs; we also show the cost price of hours and the project result, among other things.
Report layout
At the top is the filter bar; below that a block with totals (Overview), the Gross margin per month chart, the Distributed by project manager (top 10) and Gross margin per client (top 10) charts, and the Detail view (the table).
Gross margin per month
Plots the gross margin achieved per month so you can see the trend and identify which months were most profitable.
Distributed by project manager (top 10)
Compares the gross margin achieved per project manager side by side, so you can see who generates the most margin and where it falls short.
Gross margin per client (top 10)
Shows the gross margin achieved per client so you can see which clients are most profitable.
Detail view
The table shows per project how the gross margin and project result are built up. Use Columns to choose which columns are visible and Export to download the data.
Table columns
KPIs
KPI | Explanation |
Invoiced | The invoiced revenue of the project. |
Fixed price | The fixed price amount agreed on the project. |
Hours budget (value) | The budgeted value of the hours. |
Hours spent (value) | The selling value of the hours spent. |
Correction value | The sum of corrections applied to the hours. |
Purchase budget costs | The budgeted purchase amount for costs. |
Purchase price of costs | The purchase price of costs spent. |
Gross margin | Invoiced minus the purchase price of costs. |
Gross margin (percentage) | The gross margin as a percentage of the invoiced amount. |
Cost price of hours spent | The cost price of all hours logged. |
Project result | Invoiced minus (Cost price of hours spent + Purchase price of costs). |
Project result (percentage) | The project result as a percentage of the invoiced amount. |
Dimensions
Project start date
Project end date
Relation
Project
Project number
My company
Revenue group
Service
Invoice method
Project manager
Filters
Use Add filter to add filters; use Reset filters to reset everything.
Dimensions
Project start date
Project end date
My company
Revenue group
Project status
Project manager
Relation
Invoice method
Project
How to use this report
Find out which client generates the most revenue in a period and which project manager is responsible for the most margin. If you see a disappointing result for a relation, click on it (or select it as a filter) to see when it arose and which project managers are involved; then look in the Detail view to see which services are causing it.
Note: for the project result we look at what you invoiced in the period minus your costs in that same period. If you do not invoice monthly, a result per month in this report is not very meaningful.