Drill down into the detail and see how much profit you made on a project with the Revenue & Costs Summary. It shows you a full breakdown of rental, sale, and service income, along with all costs added to opportunities within a project.

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At the top-right of each project, Current gives you a breakdown of the total costs that you’ve added to opportunities in it, along with the predicted profit total. 

To see a further breakdown, click Revenue & Costs Summary under Actions on the right-hand side of the page.

On this screen, you’ll see sections for:

  • Rental income broken down by product group
  • Surcharges by surcharge group
  • Sale income broken down by product group
  • Service income grouped by service type
  • Costs grouped by cost group

How are costs calculated?

  • Calculations are based on actual costs except where no actual cost has been specified. 
  • Where no actual cost has been specified, the provisional cost is used instead. 
  • Depending on how you have added costs to your opportunities, there may be a mix of provisional and actual costs.

Total profit

At the bottom of the summary, the figure under the thick black line is your total profit. This is calculated by taking the total cost specified from the charge total for the project. 

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