Tour of the "Gross Profit by Rep" report in the Executive Briefing Service. Shows a hierarchical view of GP by rep, territory, invoice and invoice line items.

1. Gross Profit By Rep
Background Tour

2. Purpose/Background
• Shows “Gross Margin” for each rep for invoices in
a given date range for a specified location
• Additionally calculates Gross Margin AFTER you
have applied direct W-2 costs
– You could pay your reps based on ACTUAL gross
margin on fixed fee and fully managed invoices
• Drill-down into line items for each invoice
– …and further into hours, time entries, etc.

3. Notes and Notices
• Set the date range (start date, stop date) to the desired
period. Typically this report is run for a one-month date range
for commission purposes. Enter the desired start and stop
dates, then hit REFRESH.
• W-2 Costs are calculated via time entries that are posted
against that invoice (or agreement).

4. Where to Find the Report
Sales Management > Gross Profit By Rep

5. Rep-Level
Click to drill down
Export to Excel

6. Drill-Down
Territory-Level
Click to drill-down
to invoices

7. Drill-Down
Invoice Level
Click to drill-down to
invoice line items

8. Drill-Down
Invoice Details
Click to drill-down to
invoice line items

9. Drill-Down
Invoice Details
Click the down-arrow
icon anywhere you
see it to export to
Excel

10. Settings
Click
“REFRESH”
after
changing
parameters
Select date range
Filter by Location
Select Internal Labor
“Product Types” (Costs will
be calculated as W2 only)

11. Executive Briefing Service
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