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Profit and Loss by Job | CLEARIFY

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Version 25

Profit and Loss by Job

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Profit and Loss By Job Analytic (QB Enterprise Only)

QQube Profit and Loss Standard Example in Excel

Overview

  • 532 Pre-Calculated Measures including shortcuts not available in QuickBooks
  • Additional Calculated Measures in Power BI
  • Aggregated by Month for 36 Periods
  • Jobs Can Run for 36 Periods
  • 4 List Dimensions with over 150 fields for Company, Customer, Job and Account
  • Actual and Budget
  • 3 Out-of-the box metrics using Power BI

Purpose and Usage

  • Traditional Profit and Loss Summary for Jobs
  • Shortcuts for automating updating in Excel, e.g.  Current Month, Last Month, etc.
  • Contains Actuals and Budget
  • % Sales columns included
  • QQube Add-In provides on demand Presentation Cleanup
  • Simultaneous Multi-Job Information
  • By Customer
  • By Job
  • By Customer Rep
  • Job Rep
  • Job Start and End Dates
  • Job Status

Attributes and Fields

AVAILABLE FIELDS LINKS TO MORE INFORMATION

 

Dates and Calendar Dimensions:

 

Document Based Dimensions: 

  • NONE

 

List Based Dimensions: 

 

Linked Information: 

  • NONE

Notes

RT stands for "Running Total" so that you can look at jobs that go beyond one year.  However the RT only starts within the 3 year period in the QQube Configuration Tool.

This report is based upon budgets and accounts.  If you use estimates and items, then you would use the Job Cost Details Analytic

Available Application Shells

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