Margin report

The Margin Report shows billed, cost and margin by account, SOW and person, from approved hours.

How it is calculated

For each approved time entry:

Billed = hours × bill rate recorded at approval
Cost = hours × cost rate recorded at approval
Margin = billed − cost, and margin % = margin ÷ billed

The bill rate is the SOW's rate for the person's delivery role, otherwise the person's own bill rate. Entries with neither are shown as unrated.

Fixed-bid SOWsThe report uses the rate-based figure above, not the fixed SOW price, and is labelled that way. Use it to see where effort goes against the baseline; reconcile revenue with your books.

Who can see it

Firm admins, finance and account managers for their own accounts, and only people approved for financial visibility. Everyone else does not see the screen.

Export

Export the margin lines from the report, or margin.csv from CSV Export.