Profit & Loss

A complex job in Flex, with Quotes, Invoices, Purchase Orders, and Expense Sheets

A complex job in Flex, with Quotes, Invoices, Purchase Orders, and Expense Sheets

The Job P&L report shows revenue and expenses broken down by resource type and project element

The Job P&L report shows revenue and expenses broken down by resource type and project element

The Global P&L spreadsheet report lists all jobs with their revenue, expense, and profit data

The Global P&L spreadsheet report lists all jobs with their revenue, expense, and profit data

Global P&L report generation popup with filters for dates, account manager, and warehouse

Global P&L report generation popup with filters for dates, account manager, and warehouse

This detailed process document outlines how to track costs and expenses so that P&L can be calculated accurately.

This detailed process document outlines how to track costs and expenses so that P&L can be calculated accurately.

Our consultants use the P&L Data Rules worksheet to help you work out the best way to track costs in Flex

Our consultants use the P&L Data Rules worksheet to help you work out the best way to track costs in Flex

A report bundle that makes it easy to accurately analyze profit and loss on an individual job, as well as all jobs across your business. Square Wave will work with you to determine the right way to track P&L in your business, in line with best practices. We will then configure Flex accordingly, deploy the Job P&L and Global P&L reports, and provide a process guide document for your reference.

Track costs in a consistent manner

Salespeople can analyze P&L per job

Managers can analyze P&L across the business

Package includes:

  • Job P&L report

  • Global P&L report

  • P&L Consultation

  • Process document

  • Flex configured as required 

Report Features:

  • Analyze planned vs actual profitability

  • Calculate P&L on a single job

    • Can be a single quote or a whole folder

  • Calculate P&L on all jobs in a date range

    • Filter by date, account manager, and warehouse

  • Reports can be customized to your requirements

  • Reports can be purchased individually