Profit Analysis Report

RFMS Navigator>Sales Reports>File>Profitability>Profit Analysis

The Profit Analysis shows profitability and can be sorted by salesperson or customer type. Analysis such as percentages vs. invoice totals and percent vs. materials gives an overall picture. This report pulls from delivered orders only.

Purpose		Data Source	Job Cost File
By Store	Y	By Sales Rep	Y	By Product Code	N
Profit	Y	Customer Type	Y	Balance Due		N
Order Status	Delivered	.CSV output	Y	User Defined		N
Paper Size		Balance to
Tips for Use:  For orders with multiple sales representatives, the sale amounts will be split between the representatives

 

Begin Date-End Date

Enter the beginning and ending date to specify a range for this report.

Sort Order

This option allows sorting the report based on Salesperson or Customer type. 

Stores

Select the store(s) to include on this report by single clicking on the store number(s).  To select all stores, click the Tag All button that is located to the left of this field. To get a report for all stores, select combined.

Sales People

Select the sales person (people) to include on the report by single clicking on the name(s) provided.  To select all sales people, click the Tag All button that is located to the left of this field.

Customer Types

Select the customer type(s) to include on the report by single clicking on the name(s) provided.  To select all customer types, click the Tag All button that is located to the left of this field.

Options

Select this option to preview the report before printing or to create a csv file.

Total Sales:              Material Charge+ Service Charge+ Misc. Charge+ Sales Tax + Misc. Tax

Material Sales:         Total Material Price

Material Cost:          Material Gross Cost

Percentage:             Material Cost divided by Total Sales

Labor Cost:              Total Labor Cost

Percentage:              Labor Cost divided by Total Sales

Other Cost:              Load + Misc. Overhead + Misc. Extra Cost + Freight

Percentage:             Other Cost divided by Total Sales

Profit:                     Total Sales- (Materials Cost + Labor Cost + Other Cost)

Vs Invoice Total:       Profit divided by Total Sale

Vs Material Only:       Profit divided by Material Sales only

Net Sales:                Total Sales- (Labor Cost and Tax Liability)

Percentage:              Material Cost divided by Net Sales

Profit:                      Total Sales- (Materials Cost + Labor Cost + Other Cost)

Net Sales %:             Profit divided by Net Sales