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Analytics - Profitability

Overview of the profitability analytics section in the Payaca. It details the various metrics displayed, how they are calculated.

Matt Franklin avatar
Written by Matt Franklin
Updated over 2 weeks ago

Overview of Analytics Section

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • Displays project progress based on invoiced amounts.

  • Metrics include amounts paid, to be paid, and to be invoiced.

Monthly Profitability Data

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  • 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

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  • 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.

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