Difference between revisions of "Reports – Managers – Finances by receivables and payables"

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You can select the period of time for reporting, managers and minimum profit share:
 
You can select the period of time for reporting, managers and minimum profit share:
  
[[file:Finances per manager by articles filter.jpg|border|600px]]
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[[file:Finances per manager by project filter.jpg|border|600px]]
  
 
<span style="color:#DC143C">'''Note''': Managers with minimum profit share less then the specified won't be displayed as the individuals.</span>
 
<span style="color:#DC143C">'''Note''': Managers with minimum profit share less then the specified won't be displayed as the individuals.</span>

Revision as of 16:49, 14 November 2017

Reports – Managers – Finances by project – Finances by project page: http://cloud.protemos.com/report/manager-finances


Here you may see your finances reports for each project manager of your team.

All amounts are converted to the basic currency of your account.

You can select the period of time for reporting, managers and minimum profit share:

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Note: Managers with minimum profit share less then the specified won't be displayed as the individuals.

Their profit shares will be combined and shown as the "Other managers".

Monthly income per manager by article

This report shows the turnover for each manager based on receivables in their projects.

In short, it shows how much of job was managed by each manager monthly in terms of turnover:

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Each line represents individual manager. You can see the names under the diagram.

Monthly profit per manager by articles

This report shows the profit for each manager based on receivables in their projects:

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Monthly income share per manager by articles

This report shows how the income share of each manager was changing each month:

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Monthly profit share per manager by articles

This report shows how the profit share of each manager was changing each month:

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Income share per manager by articles

On this report you may see the shares of incomes each of your managers brings over the selected period:

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Profit share per manager by articles

On this report you may see the shares of profit each of your managers brings over the selected period:

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Finances per manager by articles summary table

This table shows all income, expense and profit amounts per manager and month:  

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