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 |
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)
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