Overview of Analytics Section
The analytics section is located at the top of the project screen in Payaca.
It includes metrics for revenue, materials, labor, and profit, both forecasted and actual.
Users can view aggregated data across all projects and filter results based on specific criteria.
Revenue Metrics
Forecast Revenue: Based on accepted proposals.
Actual Revenue: Reflects payments received from invoices.
Users can track revenue through the bars representing forecasted and actual amounts.
Materials Cost Tracking
Materials: Total cost of items on the material list.
Forecasted Amount: Based on the material list.
Actuals: Reflects purchased amounts, updated through manual entries or purchase orders.
Labor Cost Calculation
Labor Costs: Based on booked time for scheduled events.
Calculated using the hourly cost of users multiplied by the scheduled time.
Users can manually record time logs to update labor costs.
Profit Calculation
Profit: Calculated as the difference between total revenue and total costs (materials and labor).
Displays both forecasted and actual profitability in pounds and percentage.
A green indicator signifies profitability.
Project Progress Overview
Displays project progress based on invoiced amounts.
Metrics include amounts paid, to be paid, and to be invoiced.
Monthly Profitability Data
Users can view profitability data on a monthly basis.
Metrics include total revenue, actual materials, labor, and profit for each month.
Forecasted profit should align with actual profit over time.
Data Export and Filtering Options
Users can export data to CSV for further analysis.
Filtering options allow users to view data for specific pipelines or date ranges.
Users can exclude certain pipeline stages from the analysis.