Reports
Choose a report. The reports available here depend on your assigned permissions.
Commission Dashboard
See approved payroll, installed jobs needing action, projected commissions, draw balance, and payroll history.
Job Profitability
Review sold-job revenue, landed product cost, gross profit, commission cost, and contribution after commission.
Job Efficiency & Rework
Measure mistake cost, return trips, installer rework, supplier errors, responsible staff, and total avoidable job cost.
Commission Dashboard
Current commission position and future commission pipeline.
LEGACY
Add Legacy Commission
Enter the customer, product cost, and selling price. Legacy commission is always 10% of product selling price and never affects KPI or QuickBooks.
Gross Profit$0.00
Markup0.00%
Ryan's Rate10.00%
Commission$0.00
Weekly Commission & Margin
New-system and legacy jobs are blended together for the selected week.
Selling Price$0.00
Product Cost$0.00
Gross Profit$0.00
Blended Margin0.00%
Commission$0.00
| Source | Customer | Product Cost | Selling Price | Gross Profit | Margin | Commission |
|---|
Approved for Payroll
Installed, final costs verified, and approved for your next payroll.
| Source | Customer | Job | Product Cost | Selling Price | Margin | Commission | Rate |
|---|
Installed β Action Needed
Installed jobs still waiting for final cost verification or payroll approval.
| Job | Option | Installed | Status | Estimated Commission |
|---|
Sold β Awaiting Installation
Projected commissions on sold jobs that have not yet been installed.
| Job | Option | Sold | Projected Commission |
|---|
Payroll History
Choose a date range to review completed payroll and total commissions paid.
Total Commissions$0.00
Total Payroll Amount Paid$0.00
Current Draw Balance$0.00
Job Profitability
Sold-job profitability using actual landed cost when verified and estimated landed cost when actual cost is not yet available.
Sold Jobs0
Revenue Before Tax$0.00
Landed Product Cost$0.00
Product Gross Profit$0.00
Gross Profit %0.00%
Commission Cost$0.00
Contribution After Commission$0.00
| Job | Option | Salesperson | Sold | Product Revenue | Installation | Revenue Before Tax | Landed Cost | Cost Basis | Product Gross Profit | GP % | Commission | Contribution |
|---|
Job Efficiency & Rework
Tracks mistakes, supplier issues, return trips and the direct cost of rework throughout the job lifecycle.
Events0
Return Trips0
Open Events0
Total Rework Cost$0.00
Average Cost / Event$0.00
Supplier Credits$0.00
By Category
| Category | Events | Return Trips | Cost |
|---|
By Original Installer
| Installer | Events | Return Trips | Cost |
|---|
By Responsible Staff / Measure Person
| Staff | Events | Return Trips | Cost |
|---|
By Supplier / Manufacturer
| Supplier | Events | Return Trips | Cost |
|---|
By Salesperson
| Salesperson | Events | Return Trips | Cost |
|---|
By Job
| Job | Events | Return Trips | Cost |
|---|
By Month
| Month | Events | Return Trips | Cost |
|---|
Event Detail
Every recorded mistake or rework event remains in history, including resolved items.
| Date | Job | Category | Salesperson | Original Installer | Responsible Staff | Supplier | Return Trip | Labor | Parts | Other | Credit | Net Cost | Status | Description |
|---|