Organization profitability

SECURITY  Security level with access to Contracts, and account managers and account team members if Allow Account Managers and Account Team Members to access Organization Detail > Financials and the Executive Summary Report for their organizations is enabled.

NAVIGATION   > CRM > Search > Organizations > click on an organization name >  accessory tabs >  Financials > click on the report name

About the Financials: Organization Profitability report

The Organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. Profitability table sums up revenue, cost, profit and profitability of the relationship with this customer, from the beginning of the business relationship to the current date. To open the page, use the path(s) in the Security and navigation section above.

For an overview of what is included, refer to Revenue and cost items included at the organization, contract, and project level.

Option Description

Click the back button to return to the previous page.

SECURITY  By default, Export is available to users with Admin security level and disabled for all others. It can be enabled for other security levels. Refer to Can export Grid Data.

NOTE  When exporting to CSV: To ensure consistent date/time formatting in the CSV output, we strongly recommend that the user’s date/time format settings in Autotask be identical to the Windows date/time format settings of the computer performing the export. This will prevent conflicts in how the software that generates the report interprets the date/time format.

  1. Click the Export as CSV icon.
  2. A window opens that allows you to download and open the exported file.

NOTE  Note that only the selected columns of the first 5,000 records will be exported.

IMPORTANT  The export file does not contain all fields that are required to re-import the data using the data import templates, and the data headers do not match.

The Column Chooser allows you to customize search results tables throughout Autotask. It determines the following:

  • Which columns are displayed on the table
  • The left-to-right display order of the columns

NOTE   Column Chooser settings on search results tables and some standard reports are part of the user settings stored on the Autotask server. You can log in from any computer and have your column chooser settings applied to your Autotask session. To clear the data stored in your Autotask instance and reset the column chooser settings to the Autotask default settings, click Reset Settings in My >  Miscellaneous > Settings.

To customize the table, do the following:

  1. Click the column chooser icon above the search results. The Column Chooser page opens.

Columns appear either in the Available Columns or the Selected Columns panel.

  1. Double-click a column name or select one or multiple columns and click the left or right arrow to move columns to the other panel.
  2. To change the display order of the columns, select one or multiple columns in the Selected Columns panel and click the up or down arrows.

NOTE  Top-to-bottom order in the Selected Columns list becomes left-to-right order on the Search Results list.

  1. Click Save & Close.

NOTE  If the characters + # appear after the column name, then that column may have multiple items returned for some rows. If that occurs, the first item will appear in the row followed by + and the number of additional items returned. To display the list of additional items, hover over the item in the column.

Click the refresh icon to execute the search on the current table again, using the same search criteria to find new records that were added since you first performed the search.

Refer to Revenue and cost items included at the organization, contract, and project level.

Column Description
Revenue Revenue from this organization, for all dates.
Costs Costs for this organization, for all dates.
Profit Profit [Revenue minus Costs] from this organization, for all dates.
Profitability Profitability of this organization, for all dates.

The data is broken out into posted items, pending items, and posted and pending items. You can view the profitability. The table rows present these metrics broken out as follows:

Metric Description
Posted Items Displays the revenue, costs, profit and profitability for all posted items since the creation of the organization.
Pending Items Displays the revenue, costs, profit and profitability for all non-posted items since the creation of the organization. Pending items are any item whose item date is today or earlier, or in the same calendar month as today.
Posted Items + Pending Items Displays the profitability, profit, revenue, and costs for all posted and non-posted items since the creation of the organization.

Comparison of Financials reports to standard reports

Because the data set of Financials, the Executive Dashboard and the Profit (Organization, Contract, Project) LiveReports family are more inclusive than standard reports, the totals for those tables and reports will not necessarily match standard reports. Refer to: