The document outlines a gross margin report by client, highlighting revenue and costs associated with each client on a monthly basis. It includes filtering options by line of business, sales rep, and location, and provides detailed drill-down capabilities into invoices and time entries. Additionally, users can export data, save settings for easy access, and find guidance through various resources.

1. Gross Margin
by Client by Month
Background Tour

2. Purpose/Background
• Shows how much you make off of each client
(month-by-month) from ALL revenue sources
• Can filter on:
– Line of Business (Fully Managed, T&M, Project, etc.)
– Sales Rep
– Location
• Drill-down into each client, each month for details
– …and further into invoices, hours, time entries, etc.

3. Notes and Notices
• Figures shown on the report represent
monthly gross margin, which is:
Revenue minus 3rd party costs minus internal
engineering costs allocated on an hour-by-
hour engineer-by-engineer basis.

4. Where to Find the Report
PLANNING & ANALYSIS > CLIENTS

5. Overview
Gross Margin by Company
by Month
Click Total $s to see detail
Click “TOTAL” to sort
Shows which Lines of
Business are included in
the totals

6. Drill-Down by Clicking
Amount in the Total column to see
Summary by Month
“Fully Managed”
Managed Services
Block Time
T&M
Product Sales
ProjectsGross Margin
Summaries by
Line of Business

7. Drill-Down on Month
to See Invoices

8. Drill-Down on Invoice #
to see Line Items

9. Drill-Down on Hours to see
Time Entry Details

10. Select 1+ Lines of Business
for Analysis

11. Export to Excel or PDF
wherever you see the Export Icon

12. Settings
Click down-
arrow icon to
export to
Excel or PDF
Click “Refresh”
after changing
parameters
Select
Locations
to Display Select date range
(Default: Last 12 mos)
Filter by Sales
Territory
Include or
Exclude a
select list of
Companies
Filter by Line
of Business
Save settings as Bookmark
or Favorite for one-click
access
Quick access to Favorites
via the “Go To” menu…

13. Executive Briefing Service
Other Resources
www.NewHavenTech.com
Support@NewHavenTech.com
www.YouTube.com/NewHavenTech
www.linkedin.com/company/new-haven-technologies-llc
www.FaceBook.com/NewHavenTech
@NewHavenTech
www.SlideShare.net/NewHavenTech
www.ConnectWise.com/Marketplace