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2.25. How can I see a break down of my expenses and profits for a job?

Q:  How can I see a break down of my expenses and profits for a job?

 

A:  You would do this by looking at the Hard Numbers for either the entire Job/Estimate, or for each individual line item.  You can even print them out.  The Hard Numbers provide you with a breakdown of where the quoted price was derived from.

 

To see the Hard Numbers for the individual items or the whole job/estimate:

• From the plugin window (i.e. Vinyl And Painted Signs, Wide Format Inkjet) click the blue "Total" link right above the total price field.

• From the job/estimate screen click the blue "Subtotal" link to the right of the job/estimate terms.

 

Here are the names, and definitions of each of the Expense and Profit categories you will see in the Hard Numbers window.  The breakdown is much like any traditional P&L (Profit and Loss) Analysis.  Expenses on the left Profits on the right.

• Material Costs:  This amount represents the total amount you paid for the materials you cited in your estimate.

• Material Markups:  This figure represents the amount you receive as direct profit from marking up your materials.

• Overhead Labor (Design):  This figure represents the large majority of the time you expect to spend designing this project.  It is listed under expenses because if you think back to your overhead worksheet, this is money that you are bringing in, but will go directly back to covering your overhead for the amount of time you spend designing this project.

• Overhead Labor + Profit Labor = the total amount you are billing this customer for labor

• EstiMate breaks it out so you see what percentage is there to cover your bills and what percentage is there for pure profit! 

• Overhead Labor (Production):  This figure represents the large majority of time you spent in production for this project.  It is listed under expenses because if you think back to your overhead worksheet, this is the money that you are bringing in, but will go directly back to covering your overhead for the amount of time you are producing this particular job.

• Overhead Labor + Profit Labor = the total amount you are billing this customer for labor.

• EstiMate breaks it out so you can see what percentage is there to cover your bills and what percentage is there for pure profit!

• Profit Labor (Design):  This figure represents the amount of labor being billed to cover your design profit.  Think back to the Work, Profit, and Taxes tab from the hourly rate wizard.  There you specified what amount of profit you wish to net over a particular amount of time.

• Profit Labor (Production):   This figure represents the amount of labor being billed to cover your production profit.  Think back to the Work, Profit, and Taxes tab from the hourly rate wizard.  There you specified what amount of profit you wish to net over a particular amount of time.

• Quantity & Job Discounting:  This figure represents any amount discounts given due to quantity.

• Market Level Adjustment:  This figure represents any increases due to your local market area.

• Shop Workload Adjustment:  This figure represents any adjustments due to your workload or rush factors.

• Overridden Price Adjustment:  This figure represents the amount by which you manually adjusted the price by overriding it.

• "Margin" Adjustment:   This figure represents the amount by which you adjusted the price based on the customer's attitude.