Note:: You can use the metrics report to find the most/least profitable clients or track how long specific tasks take 👍
1. To access the metrics report, click on the Reports tab- the metrics report is available to users who are account owners. If you do not have access, request your account admin/owner update your profile permissions.
2. Click on the Other Reports subtab, then under Metrics report, select the From and to date range for the report
3. Click on Download which will export an excel spreadsheet. Once exported, you can turn on filters, create pivot tables etc. Here is the fields that will be exported into the excel report:
Manager
Staff
Task Name
Lists every task for every job completed or due during the selected time frame
Job Name
Client
Job Status
Date In
Date Out
Date Completedwhen that task was checked off in the system as complete
Due Date
Budgeted Time
How much time you think it should take to complete this job or task
Spent Time
Actual time spent working on a job or task aka time logs
Projected Internal Cost
Budgeted time multiplied by the internal hourly amount
Internal hourly amount is located under Manage My Team when you click on the team member's name to get into the team member's profile
Internal hourly amount is typically the amount you pay your team member per hour
Actual Internal Cost
Spent time multiplied by the internal hourly amount
External Billing
Spent time multiplied by billable hour amount
Billable hour amount is the amount you charge your client for the work you and your team members do
This can also be set per user on the Manage My Team page similarly to the internal hourly amount
Billing Model
Click on the Jobs tab, click on the job name to see job's profile, then click on billing model type to see options
Staff hourly
Service hourly - For this service, all time data will be at a rate of $__ per hour
Fixed - Total cost for this service
Complimentary - Free service
Note:: You can figure out your profitability using this formula: Profitability= External billing minus the actual internal cost
Related Articles: Edit Roles and Permissions for Staff