Tour of the "Gross Profit Commission" report in the Executive Briefing Service. Shows gross profit on each invoice, and additionally showW-2 costs of labor for time spent against flat-fee agreements. Allows one-click export to Excel, and filtering on any field.

1. Gross Profit Commission
Report (AG)
Background Tour

2. Purpose/Background
• Shows “Gross Margin” 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 RESET.
• 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 Commission Report (AG)

5. Overview
Gross
Profit
By Invoice
Filter on
any field
Export to
Excel

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

7. Settings
Click “RESET”
after
changing
parameters
Select date range
Report may include
multiple pages
Filter by Location
Select Internal Labor
“Product Types” (Costs will
be calculated as W2 only)

8. Executive Briefing Service
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