Profitability by contract

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: Profitability by Contract report

The Profitability by Contract table shows you revenue, costs, profit, and profitability by each of this organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site.'s contracts, allowing you to see not only how profitable each contract is, but also how much revenue you are realizing and the costs you are incurring for each contract. For an overview of what is included, refer to Revenue and cost items included at the organization, contract, and project level.

Users with access to the contracts module can click the contract name in the results table to open the Contract page, with options to view and manage the contract. Refer to Contract Summary.

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.

Name Description

Include

Make a selection. Pending items are defined as items that are available for posting, but have not yet been posted. Pending items are considered any item whose item date is today or earlier, or in the same calendar month as today.
Include Inactive Contracts Select Yes to include inactive contracts.
Column Description
Contract Name The name of the contract. Users with access to the Contracts Module can click the Contract Name to open the Contract in a new window.
Contract Type The contract type. This column is hidden when grouping by contract type is turned on.
Start Date The start date of the contract
End Date The end date of the contract
Revenue The Revenue metric allows users to compare revenue between contracts.
Cost The Cost metric allows users to compare cost between contracts.
Profit The Profit metric allows users to compare profit between contracts.
Profitability Profitability of this contract. The Profitability metric allows users to compare profitability between contracts.
Contract Status The active/inactive status of the contract.

All contracts for the selected organization are listed.

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: