Standard Report - Branch Scorecard

Report Description

Ranks your branches by several key performance indicators.

Parameters

Parameter Name	Options	Explanation
Branch	All available branches
Current Start Date		Transaction’s Accounting Period
Current End Date		Transaction’s Accounting Period
Comparison Start Date		Transaction’s Accounting Period
Comparison End Date		Transaction’s Accounting Period
Ar Aging Days	Free Text but must be numeric	This value will be the day number 'X' used in the calculation of AR % > 'X' Day
Order Type	All available order types

Report Fields

Field Name	Explanation
Branch	Transaction Branch.
Total Hrs.	Total all hours for all billed Transaction Types.
Total Hrs. Rank	Show Ranking order with 1 = Largest amount of Hours, (Highest Ranking) = Smallest amount of Hours.
Change in Hrs.	Difference between the unit from Current accounting period and comparison.
Change in Hrs. Rank	Show Ranking order with 1 = Largest amount of Change in Hours, (Highest Ranking) = Smallest amount of Hours.
Total revenue	Total Amount Billed for entire Branch.
Total Revenue Rank	Show Ranking order with 1 = Largest amount billed, (Highest Ranking) = Smallest amount billed.
Change in Revenue	Change in Revenue = (Total Revenue for Current Time Period) - (Total Revenue for Comparison Time Period).
Change in Revenue Ranking	Show Ranking order with 1 = Largest dollar value change in revenue, (Highest Ranking) = Smallest dollar value change in revenue.
Average Bill Rate	(Total Bill Amount)/(Total Hours) = Average Bill Rate.
Average Bill Rate Ranking	Show Ranking order with 1 = Largest Average Bill Rate, (Highest Ranking) = Smallest Average Bill Rate.
Gross Profit	Branch-wide Gross Profit.
Gross Profit Ranking	Show Ranking order with 1 = Largest Gross Profit, (Highest Ranking) = Smallest Gross Profit.
Gross Profit %	Branch-wide Gross Profit % .  CASE WHEN ( SUM(BillAmount) + SUM(GPAdjustmentBill)                                     - SUM(DiscountAmount) ) = 0 THEN 0                              ELSE SUM(GrossProfit) / ( SUM(BillAmount)                                                        + SUM(GPAdjustmentBill)                                                        - SUM(DiscountAmount) )                         END.
Gross Profit % Ranking	Show Ranking order with 1 = Largest Gross Profit %, (Highest Ranking) = Smallest Gross Profit %.
Gross Margin	Branch-wide Gross Margin . TotalRevenue - TotalPay
Gross Margin Ranking	Show Ranking order with 1 = Largest Gross Margin, (Highest Ranking) = Smallest Gross Margin.
Gross Margin %	Branch-wide Gross Margin %. ( TotalRevenue - TotalPay )  / TotalRevenue
Gross Margin Ranking %	Show Ranking order with 1 = Largest Gross Margin %, (Highest Ranking) = Smallest Gross Margin %.
# Orders Entered	Total # of Orders Entered branch-wide.
# Orders Entered Ranking	Show Ranking order with 1 = Largest # of Orders Entered, (Highest Ranking) = Smallest # of Orders Entered.
# Employees On Assignment	Total # of Employees Assigned to at least one Order branch-wide.
# Employees On Assignment Ranking	Show Ranking order with 1 = Largest # of Employees, (Highest Ranking) = Smallest # of Employees.
Average Hours/Employee	(Total Number of Hours Billed for all Transaction Types)/(# of Employees on Assignment) = Average Hours per Employee.
Average Hours/Employee Ranking	Show Ranking order with 1 = Largest Average Hours/Employee, (Highest Ranking) = Smallest Average Hours/Employee.
# Assignments Ended	Total # of Assignments Ended branch-wide.
# Active Clients	Total # of Active Clients branch-wide.
# Billed Clients	Total # of Clients that were billed branch-wide.
EE to Client Ratio	(# of Employees on Assignment)/(# Active Customers) = EE to Client Ratio.
EE to Client Ratio Ranking	Show Ranking order with 1 = Largest (# of Employees on Assignment)/(# Active Customers) ) = EE to Client Ratio.
% AR > X Days	% AR > X Days = (Total AR that is older than time period specified in the parameter "Aging Days)/(Total AR for entire branch)*100.
% AR > X Days Ranking	Show ranking order where 1 = smallest percent, (Highest Ranking) = Largest percent.
Weekly Branch Score	Add all Rankings in the report = Weekly branch score.
Weekly Branch Score Ranking	Show ranking order where 1 = smallest Weekly Branch Score, (Highest Ranking) = Largest Weekly Branch Score.

Notes

Best Performance, Current Date Range

List each RANKED field and the corresponding top performing branch for each of those fields (so, each branch with Ranking = 1)