Economy
An informative report giving a total overview of the economy data from offers, orders, invoices and credit notes based on the selected criteria.
Written by Iryna Volynets
Updated at August 26th, 2022
- 1. Fundamentals
- 2. CRM
- 3. Projects
- 4. Job postings
- 5. Candidate / Employee base
- 6. Staffing
- 7. RecMan BI
- 8. Email, Calendar and SMS
- 9. Sales
- 10. Inquiries
- 11. Economy
- 12. Admin & System setup
- 13. Security
- 14. Export
- 15. API
- 16. mScript - Merge tags
- 17. For candidates and employees
- 18. Tips & tricks
This report consists of five sheets containing data from a given area, whereas the Overview sheet consists of total values from the other sheets. As economic values are connected to projects, this report will also calculate split commission if defined on a project, making the report applicable to get insight into commission per co-worker.
Data are gathered from different sources and calculated according to values set in your system. E.g., on offers, you may set values for estimated value, probability of success etc., and thus gain insight into the potential value of an offer. If no commission is defined, the commission will be 100% for the responsible co-worker on the project itself.
Note that the period criteria will affect the sheets differently: the delivery date on offer, order date, invoice date and credit note date.
Offers
If the offer delivery date is not defined on the offer, it will not be included. Remember to add values to the economic data on the offer for it to be displayed in this report.
Below is a description of common columns in the different sheets.
Overview
| Title | Description |
| Co-worker | A responsible co-worker on the project. |
| Department | Department name. |
| Offer | Received offer. |
| Invoice | Sum of invoice. |
| Credit note | Sum of a credit note. |
| Project start | Start date from period set on the project. |
| Project end | End date from period set on the project. |
| Total | The total value of the specific row. |
| Split commission | If there is a split commission on the project, the percentage will be indicated here. |
| Commission | Calculated commission where the split commission is considered. This column will give the exact total values per row. |
Order
| Department | Department name. |
| Customer no. | Customer number. |
| Company | Company name. |
| Project no. | Project number. |
| Project | Project name. |
| Responsible co-worker | Name of a responsible co-worker. |
| Order.no | Order number. |
| Product no. | Product number. |
| Product | Name of the product. |
| Description | Description of order and specification. |
| Unit price | Price per article. |
| Qty | Quantity of article. |
| Total | The total sum of the article. |
| Split commission | Split commission. |
| Commission | Commission. |