Report hours against what was sold and invoiced

Three data sources answer these questions: Projekt (one row per project), Rapporterade timmar (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 Datakälla to Projekt.
3. 3With Antal eller summa från data, add the sum of Rapporterade timmar and the sum of Fakturerat. Add the sum of Sålt to see what was sold as well.
4. 4Set Gruppera efter to Kund.
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 Startdatum or Skapat and set the period.

Rapporterade timmar 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.

Fakturerat 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 Huvudprojekt instead to see each job with its sub-projects folded in.

Hours per customer, person or month

Set the Datakälla to Rapporterade timmar and add the sum of Timmar. Group by Kund, Person, Projekt or Uppgift, 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 Datakälla 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 Projekt: sålda timmar, Projekt: rapporterade timmar and Projekt: fakturerat.

The project figures include the project's sub-projects. Rapporterade timmar på affären 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.