Gain deeper insights into your organization's financial health with cost and margin charts. Make data-driven decisions, optimize profitability, and enhance your business performance.
Keka PSA's Cost and Margin Charts: A Powerful Financial Tool
Keka PSA's cost and margin charts provide invaluable insights into your organization's financial health. By analyzing project-level profitability, you can make data-driven decisions to optimize resource allocation and enhance overall business performance.
Key Benefits of Cost and Margin Charts
- Improved Profitability: Identify high-performing and underperforming areas of your business.
- Enhanced Decision Making: Make informed choices based on data-driven insights.
- Optimized Resource Allocation: Allocate resources effectively to maximize profitability.
- Enhanced Financial Planning: Forecast future performance and set realistic goals.
- Increased Transparency: Gain a clear overview of your financial health.
Understanding the Cost and Margin Charts
Keka PSA offers four key cost and margin charts:
- Timeline of Clients: This bar chart provides a detailed breakdown of monthly, quarterly, or yearly costs, gross profit, and gross margin % for clients within a specified date range. By default, the chart displays data from the past year and only includes clients for whom an invoice has been generated.
The cost data is derived from the inputted cost for resources in the Resources > Cost section. Gross profit is calculated by subtracting the cost from the revenue earned. Gross margin is then calculated as the percentage of Gross profit divided by Cost.
Additionally, a table above the chart displays Revenue, Cost, Profit, Gross Margin, and Revenue % on a month-over-month (MoM), quarter-over-quarter (QoQ), or year-over-year (YoY) basis for the selected date range.
- Timeline of Projects: This bar chart displays the monthly, quarterly, or yearly costs, gross profit, and gross margin % of projects within a specified date range. The default range is set to the past year, and only projects with generated invoices are included in this chart.
Above the chart, there is a table that displays Revenue, Cost, Profit, Gross Margin, and Revenue % on a month-over-month (MoM), quarter-over-quarter (QoQ), or year-over-year (YoY) basis for the specified date range.
- Cost & Margin by Job Title: The chart provides a breakdown of costs, gross profit, and gross margin % for each job title within the specified date range, typically set to the last year. It calculates the financial data related to employees' job titles working on various projects, including their costs and billing details.
Above the chart, there is a table that displays the revenue, cost, profit, gross margin %, and revenue % based on job titles for the specified date range.
- Timeline of Job Title: The bar chart provides a visual representation of the monthly, quarterly, or yearly costs, gross profit, and gross margin % associated with specific job titles within the chosen date range. This data is generated based on the job titles of employees working on various projects, including their costs and billing information.
Above the chart, there is a table that displays Revenue, Cost, Profit, Gross Margin, and Revenue % on a month-over-month (MoM), quarter-over-quarter (QoQ), or year-over-year (YoY) basis for the selected date range.
Conclusion:
Keka PSA's cost and margin charts empower you to make data-driven decisions and optimize your business performance. By analyzing profitability at the client, project, and job title levels, you can identify areas for improvement and drive growth.
Note:
- Currently, the charts focus on Time and Materials projects.
- All charts offer downloadable reports for further analysis.
For further insights on how to view resource costs and margins at an organizational level, click here: Viewing Resource Costs and Margins at an Organizational Level