By reviewing closed projects, you gain insight into the costs incurred and the value they delivered. Were there significant write-offs, or were employees with a lower cost price deployed instead? The Result per project report makes this clear, in both percentages and values.
Note: the report looks at the end date of projects. If you filter on January 1 through March 31, the report shows the projects that were closed in that period. We assume a project is closed when time registration, cost registration, and invoicing are complete — keep in mind that sometimes a closed project still needs to be invoiced.
Report structure
At the top is the filter bar; below it a block with totals (Overview), the Result chart, the charts By project manager (top 10) and Project result by client (top 10), and the Detail view (the table).
Result
Shows the project result for closed projects, so you can see at a glance whether your projects are profitable overall.
By project manager (top 10)
Compares the achieved result per project manager side by side. This shows who consistently achieves good margins and where results fall short.
Project result by client (top 10)
Shows the project result per client, so you can see which clients deliver the most value and where margins are under pressure.
Detail view
The table shows per project how the result is built up and helps you quickly review the values used in the calculations. Use Columns to choose which columns are visible, and use Export to download the data.
Columns in the table
KPIs
KPI | Explanation |
Invoiced | What has actually been invoiced on the project — regardless of whether that is via fixed price, subscription, or time and expenses — as the total status 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 the corrections on the hours. |
Purchase budget costs | The budgeted purchase amount for the costs. |
Purchase value costs | The purchase price of the costs incurred, as entered on the cost type. |
Gross margin | The gross margin on the project. |
Gross margin (percentage) | The gross margin as a percentage. |
Cost price of hours spent | The cost price of all hours logged, based on the schedule that applied on the date the hours were logged. |
Project result | Invoiced minus (Cost price of hours spent + Purchase value 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
Default service
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
Registration date
Project category 1
My company
Project status
Project manager
Relation
Project
Project number
Default service
Service
Revenue group
Invoice method
How the project result is calculated
The formula for the project result differs from that of result per employee or hour type: here we look at what has actually been invoiced and also include the purchase value of costs.
Project result in value: Invoiced − (Cost price of hours spent + Purchase value costs)
Project result in %: (Invoiced − (Cost price of hours spent + Purchase value costs)) / Invoiced × 100%
Invoiced
Looks at what has actually been invoiced on this project — regardless of whether that is via a fixed price, subscription, or time and expenses. The current total of the entire project is retrieved.
Cost price of hours spent
Looks at the cost price of all hours logged, based on the schedule that was active on the date the hours were logged in the planner.
For example: an employee has a schedule through 12/31/2020 (cost price € 50 per hour) and a new schedule from 01/01/2021 (cost price € 55 per hour). Hours logged on a date before 01/01/2021 are then calculated at € 50, even if they are registered later.
Purchase value of costs
Looks at the purchase price entered on the cost type. There are different cost types in Simplicate, each with its own way of entering the purchase price.
Costs with price per unit: when adding the service, you set the purchase price. You register the costs, for example, via Hours > Expenses (such as a number of kilometers); the purchase price is multiplied by the quantity.
Other costs: you can also enter costs without a price per unit, for example via Project purchase, where you enter the purchase value manually or from a purchase integration.