Budget
Your job budget can be a number you set or the total of approved quotes.
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Total Estimated Cost
The job's total estimated cost is provided.
If the job is billed hourly, it's calculated using your team's cost rates. Check out how to set your team's rates here
On the other hand, if an item's hours are planned by item, then the total cost is calculated based on the average hourly cost rate of all users assigned to that item.
Items without planned hours or assigned members won't be included in the calculation. Ensure your team and schedule are in order for accurate estimates.

Total Planned Sell
The Total Planned Sell is the combined amount of all planned items and expenses for your job, no matter their current status. This price encompasses all items and expenses, but only planned ones, not unforeseen costs.
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Estimated Profit Margin
The Estimated Profit Margin is found by subtracting the Total Estimated Cost from your Budget, then showing the difference as a percentage and dollar amount. If your margin is positive, you're on track; if negative, consider revising your approach. Always remember, this is just an estimate, and unforeseen costs can arise. Stay attentive to your budget to maintain control.
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Team Members
The team assigned to this job
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Invoiced
The Invoiced field shows the total current amount invoiced for the job, including draft, credit note, awaiting payment, and paid invoices.
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Total Used Cost
The Total Used Cost is calculated by adding up the cost of all team member hours spent on the job, based on their individual hourly cost rates and the cost of all expenses.
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Total Used Sell
Total Used Sell is the result of multiplying the total hours spent on the job by the billable hourly rates chosen, and then adding the cost of all expenses.
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Profit Margin
The Profit Margin is calculated by dividing the Total Profit by the Invoiced amount of the job, and then expressing the result as a percentage
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Profit Margin vs Budget
The Profit Margin vs Budget is determined by subtracting the Total Used Cost from the Budget and then showing the difference as a percentage. This indicates the profit margin if the Budget was invoiced currently. A robust Profit Margin vs Budget offers insight into your job's financial status, aiding in informed decision-making. Stay focused on this metric for best results.
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The "Did You Know?" section in your report offers valuable tips and insights, similar to advice from an expert. Monitor this section to make informed choices and maintain an edge.
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Cost vs Budget
The Cost vs Budget Section acts as a comparison tool, juxtaposing your used and estimated costs with the job's budget. It aids in gauging financial performance and ensuring you're aligned with your goals.
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Profit Margin Comparison
The Profit Margin Comparison section is your job's financial highlight reel! It provides a comparison of your true current profit margin, an imagined profit margin if the Budget was invoiced now, and an estimated profit margin based on planned work.
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Invoiced vs Budget
The Invoiced vs Budget section contrasts the current total Invoiced, Total Used Sell, and the Budget. This provides a clear view of your job's financial standing, helping you gauge performance.
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Quotes
The Quotes section offers an overview of all job-related quotes, covering draft, pending, approved, and declined ones.
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Invoices
The Invoices section presents all job-related invoices, including draft, credit note, awaiting payment, and paid ones.
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Items
The Items section gives a comprehensive breakdown of your job's components and team involvement. It lists all items, the team members linked to each, planned hours, sell rates, and both estimated and actual costs. Additionally, it displays the projected and current profit margin for each team member when available.
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Estimated costs vary based on item planning. For example, when hours are planned per user, the total cost for all users' hours on the job is calculated using their specific hourly cost rates.
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When hours are planned by item, the total cost is based on the average hourly rate of all users linked to that item. Items without planned hours or assigned members are excluded from calculations.
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Expenses
The Expenses section acts as a tracker for all job-related expenses. It lists all expenses, their cost, sell rate, and the estimated profit margin. This margin is the difference between cost and sell, shown as a percentage of the sell rate.
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Purchase Orders
The Purchase Orders section offers a blueprint for your job's expenses. It details all related purchase orders, their cost, sell rate, and the estimated profit margin. This margin is calculated as the difference between cost and sell, represented as a percentage of the sell rate.