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Staffing reports related to contribution margin (CM)

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Iryna Volynets

CM - budget / month

Column Description
Budget Budget amount for a specific department by month.
Revenue The sum of invoice lines minus the sum of credit note lines.
Total cost Salary + Social cost.
Contribution margin Revenue - Total cost.
Contribution margin % Contribution margin ÷ Revenue * 100.
Revenue compared to budget Revenue - Budget.
Revenue compared to budget % Revenue compared to budget ÷ Budget * 100.

CM - company

This report will give an overview of the contribution margin of logged work where data is being grouped by article per company. Every article with a unique price will be listed in a separate line.

Below is a description of each column in the report.

Title Description
Customer no. The customer number of the company listed in the next column.
Parent company Company name. If it is registered under a parent company, the parent will be listed.
Project no. Project number
Project Project name.
Year Year.
Month Month.
Article Article name.
Qty The number of articles.
Unit price Price per article.
Company Company name.
Total price The total value of logged work.
Total cost The total cost of logged work.
Total cost excl. social cost Total cost excluding social cost.
Contribution margin CM = Total cost – Total price
Contribution percent Contribution margin ÷ Total price = Result * 100
Responsible co-worker A responsible co-worker on the project.
Department no. Department number set in System settings → Economy.
Company no. Company number in RecMan. Appears in the Excluded articles tab (if any found).

CM - employment / project

Column Description
Project no. Budget amount for a specific department by month.
Project Project name.
Company no. Company number.
Company Company name.
Employee no. Employee number.
Employee Employee name.
Employment Employment name.
Department (employment) Name of the department from employment.
Department (project) Name of the department from project.
Hours Number of logged hours.
Revenue The total value of included data.
Salary The total cost of salary connected to the logged work.
Social cost The social cost of logged work.
Social cost in % The social cost of logged work in percent.
Total cost Salary + Social cost
Contribution margin Revenue – Total cost
Contribution percent Contribution margin ÷ Revenue * 100

CM - FTE

This report will list the contribution margin of your employee’s logged work and is meant as a tool to give you an overview and gain a comparable value for your employees’ workload according to a self-defined full-time equivalent (FTE), also known as whole-time equivalent (WTE).

The FTE value

Note that the defined value for FTE should reflect on the selected period used when generating the report. The total row will show the average FTE value for all employees within the report.

Below is a description of each column in the different sheets.

Employee

Data from work grouped by employee.

Title Description
Employee no. Employee number.
Employee Employee name.
Responsible co-worker Co-worker responsible on the job. If there are different jobs with different responsible co-workers, several will be listed.
User tag Tag added to the co-worker’s profile.
Revenue The total value of the work.
Salary The salary cost of the work.
Social cost Social cost of work.
Social cost (%) Social cost of work in percent.
Total cost Salary + Social cost = Total cost
Contribution margin (CM) Revenue – Total cost = CM
Contribution percent CM / Revenue * 100
Hours Amount of hours.
FTE Hours / FTE Value

Co-worker

Data from work grouped by a responsible co-worker on jobs.

Title Description
Responsible co-worker Co-worker name.
User tag Tag added to the co-worker’s profile.
Department Department name.
Revenue The total value of the work.
Salary The salary cost of the work.
Social cost Social cost of work.
Social cost (%) Social cost of work in percent.
Total cost Salary + Social cost = Total cost
Contribution margin Revenue – Total cost = CM
Contribution percent CM / Revenue * 100
Hours Amount of hours.
Unique employees Number of unique employees.
FTE Hours / FTE Value

CM - FTE / shift

This report is an alternative version of the data found in CM - FTE. In CM - FTE / shift, data are focused on contribution margin per employee where responsible co-worker may gain insight to his or her employees’ work and their hours compared to a given FTE.

Column Description
Employee no. Employee number.
Employee Employee name.
Responsible co-worker (job) The name of the responsible co-worker on this job. If there are different jobs with different responsible co-workers, several will be listed.
Revenue The total value of the work.
Salary The salary cost of the work.
Social cost The social cost of work.
Social cost in % The social cost of work in percent.
Total cost Salary + Social cost = Total cost.
Contribution margin Revenue – Total cost = CM.
Contribution percent CM / Revenue * 100.
Hours Amount of hours.
FTE Hours / FTE Value.

CM - job / month

This report will give an overview of the contribution margin of logged work where data is being grouped by job per month.

Below is a description of each column in the report.

Title Description
Month Month of logged work.
Year Year of logged work.
Parent company Company name. If it is registered under a parent company, the parent will be listed.
Customer no. Company number.
Company Company name.
Project no. Project number.
Project Project name.
Department Department name.
Job no. Job number.
Job Job name.
Employee no. Employee number.
Employee Employee name.
Employment Employment name.
Service group no. Service group number.
Service group Service group name.
Service type Service type name
Social cost Social cost type name.
Salary matrix Salary matric name and number.
Collective agreement Collective agreement name.
Total income Total invoice price.
Total cost Total salary including social cost.
Contribution margin CM = Total cost – Total income
Contribution percent CM ÷ Total income = Result * 100
Total hours Total number of ordinary and overtime hours.

CM - product group / attribute

Column Description
Department Department name.
Attribute_name Attribute name.
Product group Product group name.
Revenue The total value of included data.
Salary excl. social cost The salary without social cost.
Salary incl. social cost The total cost of salary connected to the logged work.
Contribution margin Revenue – Total cost
Contribution percent Contribution margin ÷ Revenue * 100
Ordinary hours Number of regular hours.
Overtime Number of overtime hours.
Absence Number of absences and self-managed absences.
Time addition Number of time additions.
Addition Number of additions.
Receipt Number of receipts.

CM - total

This report gives a total overview of the contribution margin based on selected criteria. It consists of seven sheets, each containing more or less the same data, except for how the information is grouped. The department will show CM grouped by department, Co-worker by co-workers, Employee by employees, Company by companies, Project by projects, and Product group by product groups. Excluded articles will contain all used articles set to Include in CM = No. Note that social costs will mainly be calculated from the social cost in the article itself. If this is not defined, the social cost will be fetched from the job.

This report will look at the project’s connection to a department to place revenue and costs accordingly.

CM - total / commission

An alternative version of this report where data will follow the responsible co-worker’s connection to a department instead of the project’s connection to a department. This allows for split commission logic to be valid. This means that if you change a co-worker’s connection to another department – so will the CM in this report.

As data in this report shows more than logged work, note that the defined period will check the various inputs differently. To clarify, the selected period will consider logged work and manual orders in a different manner.

  • Logged work (invoiced and not invoiced) → work date
  • Manual order (invoiced) → invoice date
  • Manual order (not invoiced) → order date
  • Credit note → credit note date
  • Forecast → forecasted work date

Status order

Due to manual orders not having any connection to an employee, the Employee sheet will show lower values when one or more of these criteria are applied.

Forecasting is possible in this report. To read more about how forecasting works in RecMan, see Forecasting in RecMan.

Forecast unbooked shifts

Due to unbooked shifts not having any connection to an employee, job or collective agreement, the Employee and Product group sheets will show lower values when these criteria are applied.

Below is a description of each column in the different sheets.

Title Description
Department no. The department number set for the department in System Settings → Economy.
Co-worker Name of a co-worker. If the co-worker is affected by the split commission, (SC) will be added.
Employee no. Employee number.
Customer no. Customer number.
Project no. Project number.
Product group Product group.
Department Department name.
Employee Employee name.
Company Company name.
Project Project name.
Co-worker tag Tag added to the co-worker. This field appears in the "Co-worker tag" tab in "CM - total / commission" report.
Revenue The total value of included data.
Salary The total cost of salary connected to the logged work.
Split commission The co-workers who share the commission.
Social cost The social cost of logged work.
Social cost in % The social cost of logged work in percent.
Total cost Salary + Social cost = Total cost
Contribution margin Revenue – Total cost = Contribution margin
Currency Currency used in the report.
Contribution percent Contribution margin ÷ Revenue = Result * 100 = CP
Article Article name.

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