Use the financial dashboard

Shared tablet accounts cannot use the financial dashboard. Sign in with an individual account instead.

Key concepts

• Financial year data: The initial date range starts at your organisation’s configured financial-year start and runs through today. You can replace it with any Date From and Date To range.
• Invoiced jobs: Revenue and gross-profit measures use jobs that were actually invoiced during the selected period. A job that has not been invoiced is not included in those measures.
• Value: The estimated value of the matching work.
• Gross Revenue: Revenue from invoiced jobs in the selected period.
• Gross Profit: The value left after the costs included for the job are deducted. A negative amount means the costs exceed the value shown.
• Gross Profit Margin and GP %: Gross profit expressed as a percentage of the relevant value. The dashboard calculates this as gross profit divided by estimated value, then displays it as a percentage.
• Labour Cost, Plant Cost and Other Cost: The separate cost categories shown in financial breakdowns.
• Current Spend: Spending so far on an open job, compared with its estimated revenue.
• Revenue Forecast: Estimated revenue through the selected forecast end date. When no end date is chosen for the forecast, the default horizon is 60 days.

How to read financial information

Start with the four summary cards:

• Gross Revenue shows invoiced revenue for the selected period.
• Gross Profit Margin shows the margin for invoiced jobs in that period.
• Previous Month provides the previous month’s revenue and, where available, its margin.
• Revenue Forecast shows expected revenue through the forecast date. Expand the forecast control to choose a different end date and view the month-by-month amounts.

Use Total Gross Profit to compare profit with estimated value for the period. Its target marker is set at 80% of estimated value. This is a comparison guide, not a promise that every job should reach that level.

The Financials: Details table gives a job-level view grouped by manager. It includes Job Display, Value, Labour Cost, Plant Cost, Other Cost, Gross Profit and GP %. Each manager group has a Subtotal, making it easier to compare the manager’s combined results.

The colour cues help you scan the results:

• Gross profit at or above 20% is shown in green.
• A non-negative percentage below 20% is shown in orange in the detailed and client-wise views.
• A negative gross profit or percentage is shown in red.
• In Open Job Costing, spending below 70% of estimated revenue is green, 70% to 100% is orange, and over 100% is red.

How to use financial dashboard views

Filter the period or manager

1. Set Date From and Date To.
2. Choose a person from Manager, or leave All Managers selected.
3. Select Apply Filters.
4. To return to the default period and all managers, reset the filters using the available reset control.

On a phone or narrow screen, select Filters, make your changes in the filter panel, and apply them there. The selected filters affect the financial cards, detail tables, manager results, client results and trend information. Open Job Costing is grouped by manager and uses the manager selection; it focuses on open jobs rather than the invoiced-period totals.

Review job and manager performance

Use Financials: Details for individual jobs and manager subtotals. Select a column heading to sort it ascending, select it again to sort descending, and select it a third time to remove the sort. The job name links to the related job record.

Use Manager Wise Profit Distribution to compare Estimated, Labour Cost, Plant Cost, Other Cost, Gross Profit and GP % by manager. This view is described as covering invoiced jobs in the selected period. Select a column heading to sort the list in the same three-step way.

Review open-job spending

Open Job Costing compares Estimated Revenue, Current Spend and Spend % for in-flight jobs, grouped by manager. It includes non-profit jobs, which are marked Non-profit. Select a job to open its job record. A manager subtotal combines the open jobs shown for that manager.

Compare clients and trends

Open More analytics, then select Financial if it is available. This view includes:

• Expense vs Profit — Trend, which plots Total Value, Total Expense and Total Gross Profit by month. Hover over a point to see the NZD amounts. At least two months of data are required to display the trend.
• Financials: Client Wise, which compares each client’s Value, Labour Cost, Plant Cost, Other Cost, Gross Profit and GP %, with a Grand Total at the bottom. Select a heading to sort a column.
• Top 10 Clients by Gross Profit and Bottom 10 Clients by Gross Profit, which rank clients by total gross profit and include a Grand Total for each list.

Tips & things to know

• Check the date range before comparing two dashboard views. The default range is the financial year to date, not necessarily the calendar year.
• Use the detail table when you need to investigate a total, then open the linked job for more context.
• Treat GP % as a percentage of estimated value. It is not the percentage of revenue after an invoice adjustment unless the underlying estimated value and job figures reflect that adjustment.
• A negative gross profit is a useful prompt to investigate costs, value and invoicing details; it does not by itself identify which cost needs correcting.
• If a table says No financial data for the selected period, broaden the dates or remove the manager filter. The result may simply contain no matching invoiced jobs.
• If Open Job Costing says No open jobs for the selected filters, check the manager selection and the jobs’ current status.
• Values are formatted as NZD with two decimal places. Charts may use compact labels such as k or m; hover over chart points for the full amount.
• Financial information is hidden from roles without permission. Administrators can review role permissions if a supervisor or manager needs access.

FAQ