Reports – Clients – Finances by project balances

From Protemos Wiki
Jump to: navigation, search

Reports – Clients – Finances by project balances: http://cloud.protemos.com/report/client-finances


To view the Finances per client by project balances reports, go to Reports=>Clients=>Finances by project balances:

Reports menu clients by project balances.jpg

Here you may see your finances reports for each client based on the receivables.

Each of them is described below. All amounts are converted to the basic currency of your account.

You can select the period of time for reporting, manager, clients and minimum profit share if needed:

ClRep by project balances filter.jpg

Note: Clients 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 clients".

Monthly income per client by project balances

This report shows the turnover per client based on receivables in their projects.

In short, it shows how much of job was done monthly for each client in terms of turnover:

ClRep Mon Inc.jpg

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

Monthly profit per client by project balances

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

ClRep Mon Prof.jpg

Monthly income share per client by project balances

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

ClRep Mon Inc Share by project.jpg

Monthly profit share per client by project balances

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

ClRep Mon Prof Share by project.jpg

Income share per client by project balances

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

ClRep Inc Share by project.jpg

Profit share per client by project balances

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

ClRep Prof Share by project.jpg

Finances per client by project balances summary table

This table shows all income, expense and profit amounts per each client monthly:

ClRep by project Summary table.jpg