The Sales Profit Forecast (YTD) report provides a forecast of expected profit from Jobs being under construction.
- Open the library with reports.
- Select Sales Profit Forecast (YTD).
- Define criteria for generating the report, as follows:
Criteria
For the Month of Select the month as of which the report will be generated. The system will generate the report starting from the beginning of the year and up to the selected month. Default GP% until there Finalized Jobs Select the method for calculating the profit for Jobs, as follows: Default GP% – default Gross Profit percent is applied. Calculated GP% – calculated Gross Profit is applied. Job Selection Select the option what Jobs to include into the report:
Sales / DPP’s – either DPP Job or Jobs being in the Sales phase. Contracts signed – Jobs with the signed contract date. 
3. When complete, click Apply. The report is generated, as follows:
The report shows the following information about finalized Jobs:
Report information
| Month | Name of the month that fall within the reporting period from the start of the financial year. |
| Turnover | Turnover amount per month. |
| No | The ordinal number of the month from the start of the financial year. |
| Estimated Gross Profit | Estimated Gross Profit per month. |
| GP% | Gross Profit percentage per month. |
| Overheads | Overheads amount per month. |
| O/H% | Overheads percentage per month. |
| Estimated Net Profit | Estimated Net profit per month. |
| NP% | Net Profit percentage per month. |
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