Reports – Managers – Finances by project balances

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


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

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

Each of them is described below. All amounts are converted to the default 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 project balances

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:

MInc per man by project.jpg

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

Monthly profit per manager by project balances

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

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Monthly income share per manager by project balances

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

MRep Mon inc share.jpg

Monthly profit share per manager by project balances

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

MRep Mon profit share.jpg

Income share per manager by project balances

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

MRep inc share.jpg

Profit share per manager by project balances

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

MRep profit share.jpg

Finances per manager by project balances summary table

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

MRep summary table.jpg