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Sales Profit Forecast (YTD) Report

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The Sales Profit Forecast (YTD) report provides a forecast of expected profit from Jobs being under construction.

  1. Open the library with reports.
  2. Select Sales Profit Forecast (YTD).
  3. Define criteria for generating the report, as follows:
  • 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
MonthName of the month that fall within the reporting period from the start of the financial year.
TurnoverTurnover amount per month.
NoThe ordinal number of the month from the start of the financial year.
Estimated Gross ProfitEstimated Gross Profit per month.
GP%Gross Profit percentage per month.
OverheadsOverheads amount per month.
O/H%Overheads percentage per month.
Estimated Net Profit Estimated Net profit per month.
NP%Net Profit percentage per month.
Updated on November 5, 2021

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