Revenue vs Costs

Group

Finance

Description

Compare actual and forecast revenue against costs

Business Purpose

Monitor cumulative actual revenues and costs against cumulative forecast revenues and costs

Ideal For

Project Manager, Director, Financial Administrator

Filter Name

Selection

Criteria

Start Date

Beginning of the month to start data selection from

Earliest date from which revenue will be included

End Date

End of the month to finish data selection from

Latest date from which revenue will be included

Expense Types

All configured expense types available for selection

As configured in Admin > Company Settings > Expense Types – expense types will be applicable to expenses and/or purchase invoices

Approval Status

All timesheet statuses available for selection

Determines which timesheet time is included in the report – Draft, Submitted, Approved, Rejected

Include Extra Time

Yes or No

Determines whether extra time is included in the report

Invoice Status

All invoice statuses available for selection

As pre-set in ProjectMinder – Draft, Sent, Part-paid or Paid

Field Name

Description

Criteria

Revenue Graph

Colour coded graphical display of actual revenue, actual cost, forecast revenue, forecast cost

Values displayed as per filter selections