Report hours against what was sold and invoiced

Three data sources answer these questions: Prosjekter (one row per project), Førte timer (one row per logged hour) and deals, which carry the figures of the project they became.

Hours against invoiced per customer

1. 1Start a new custom report as in Build a custom report.
2. 2Set the Datakilde to Prosjekter.
3. 3With Antall eller sum fra data, add the sum of Førte timer and the sum of Fakturert. Add the sum of Solgt to see what was sold as well.
4. 4Set Grupper etter to Kunde.
5. 5For what a customer earns you per hour, add a Formel that divides the invoiced metric by the hours metric.
6. 6To cover the last three years, pick the date field Startdato or Opprettet and set the period.

Førte timer is the hours logged in DealJourney on the project, its tasks and its jobs. When the accounting system reports more hours for the project (hours logged there before it was connected), its figure is used instead. The two are never added together.

Fakturert is without VAT. For a project in PowerOffice it is PowerOffice's own figure for the project; for other projects it is the invoices sent from DealJourney. Drafts, cancelled and credited invoices do not count.

Sub-projects are their own rows, so a total per customer counts every hour and every krone once. Group by Hovedprosjekt instead to see each job with its sub-projects folded in.

Hours per customer, person or month

Set the Datakilde to Førte timer and add the sum of Timer. Group by Kunde, Person, Prosjekt or Oppgave, or by month. An hour counts on the day it was worked. A timer that is still running counts once it is stopped. This source only holds hours logged in DealJourney, so for years before the timesheet was in use, report on projects as above.

Estimate against outcome per deal

1. 1Set the Datakilde to deals and make it a table of records as in Build a report that lists records, not totals.
2. 2Add the deal's name and amount, then Prosjekt: solgte timer, Prosjekt: førte timer and Prosjekt: fakturert.

The project figures include the project's sub-projects. Førte timer på salget is time logged on the deal itself, such as the work of winning it.

When several deals share one project, its figures sit on one of them: the deal the project was built from, otherwise the first deal linked to it. The other deals show them empty, so a total of deals per customer counts each project once.

Who sees what

A project report shows the projects you can open on the Projects page. A report on logged hours shows your own and your team's hours, or everyone's if you are an administrator, the same as the timesheet.