Reporting > Job KPI
- Kye Hush
WorkBook’s Job KPI can be used to monitor and identify a job’s potential overspend. It’s a great way to see at a glance how your job is performing so you can catch anything before it becomes an issue.
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HOW TO RUN THE JOB KPI
From the jobs list > choose the job you wish to view the KPI for
Go to the further options (3 line hamburger menu) > select view job KPI
The job KPI will appear at the bottom of the screen
You can expand the bottom panel
And filter your view to show values $ or hours and show a graph (cost progress chart)
Note: Checking include only future scheduled hours will also change the way the values/numbers display as it will only be looking at future hours scheduled, not hours scheduled in the past.
EXPLANATION OF JOB KPI DETAILS
How you filter the job KPI will influence what you see in each column.
COLUMN NAME/S | DEFINITION WHEN USING AMOUNTS |
Price Quote | Total value of the price quote ex tax |
Incurred | The total value of hours and expenses incurred on the job to date |
Expected Future Hours | The value of the hours left to complete the job. This is based on the job schedule The value shown here will depend on whether you have checked the include only future scheduled hours box |
Total Expected Spend | Is the value incurred so far + the expected future hours The value shown here will depend on whether you have checked the include only future scheduled hours box |
Expected Over/Underspend | Is the difference between the price quote and the total expected spend |
COLUMN NAME/S | DEFINITION WHEN USING HOURS |
Price Quote | Total number of the price quote ex GST |
Incurred | The total value of hours logged on the job to date |
Expected Future Hours | The number of hours left to complete the job. This is based on the job schedule |
Total Expected Spend | Is the hours incurred so far + the expected future hours |
Expected Over/Underspend | Is the difference between the price quote and the total expected spend |
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