Overview
Updated 07/16/2021
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 
Branchwide Gross Profit. 
Gross Profit Ranking 
Show Ranking order with 1 = Largest Gross Profit, (Highest Ranking) = Smallest Gross Profit. 
Gross Profit % 
Branchwide 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 
Branchwide Gross Margin . TotalRevenue  TotalPay 
Gross Margin Ranking 
Show Ranking order with 1 = Largest Gross Margin, (Highest Ranking) = Smallest Gross Margin.

Gross Margin % 
Branchwide 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 branchwide. 
# 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 branchwide. 
# 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 branchwide. 
# Active Clients 
Total # of Active Clients branchwide. 
# Billed Clients 
Total # of Clients that were billed branchwide. 
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)
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