Profit Analysis

The Profit Analysis page is a valuable tool that allows the User to view the Forecast profit, as well as a running Profit & Loss statement. The Forecast tab will take the Current Financial Worksheet, any Orders, and any Account Setting set Company Expenses among other things into consideration when calculating Profit. 

The Profit & Loss tab looks at all of the Payments on the Job and calculates that with the Current Financial Worksheet to show whether you have made a Profit or have taken a Loss.

The ability to see the Profit Analysis page is based on Permission Settings, which are established by the Administrator. Click here to see how to set those Permissions.

To view this page, you must first be in the Job file you wish to view.  Click on the Job Menu and then click on Profit Analysis.

Forecast

Once a Job has been Approved, a Financial Worksheet has been Approved, and all the Orders needed for that Job are fully created and Approved, AccuLynx will be able to more accurately Forecast the Profit.  The Forecast section will show you the possible Profitability of your Job based on what was selected when the Order was created, and will be able to account for sundry items such as nails, caulk, paint, etc. Click on a Description to expand and view details. You can print either section by selecting the Print option at the top right of the section.

Profit & Loss

This section shows you a running Profit Margin for the Job.  The information shown here is calculated from information on your Payments page.  By comparing any Received Payments with any Expenses (suppliers, crews, etc.) and Company Expenses (overhead, marketing, etc.), AccuLynx will calculate the running Profit or Loss for the Job at the current time. Click here to learn how to set Company Expenses. Click on a Description to expand and view details. You can print either section by selecting the Print option at the top right of the section.