Mix Analysis reportMix Analysis report

The Mix Analysis report provides a study of sales orders based on the mix of labor, parts, and time sold. iPoint developed this report in conjunction with the Vital Management Group, an audio-video business process coach.

Here are the details you’ll find in this report:

  • Design Name – the name of the sales order
  • Total – the total sale price of the order, including approved change orders
  • %EQ – how much of the total price is attributed to equipment (all parts except for Bulk Wire, as determined by a checked Bulk box on the item detail, and Misc parts modifiers)
  • %Parts – how much of the total price is attributed to Bulk Wire and Misc Parts modifiers.
  • %Labor – how much of the total price is attributed to labor
  • Hours – how many hours were sold on the job (both time associated with parts as well as stand-alone labor lines)
  • GM w/o Labor Cost – this is the gross margin of the job without including labor cost
  • Weeks – represents the total number of weeks needed to complete the job. This is calculated by dividing total hours by 40.
  • Grade – this is an indicator of how many weeks worth of labor was sold for the sales order
    • A – more than 12 weeks of labor was sold
    • B – 5 to 12 weeks of labor sold
    • C – 1 to 4 weeks of labor sold
    • D – less than one week of labor sold
  • Sold – this is the date the proposal was converted to a sales order
  • Archived – reflects the date the sales order was archived

You may also see a header row breaking up the sales orders based on the Summarized By method(s) selected in Options.

Sales Order Mix Analysis report OptionsSales Order Mix Analysis report Options

Clicking the Options button allows you to customize the report using a series of filters. Note: For example, some of these options are also available before you run the report when you select it in the reports module.

  • From Date – display sales orders created on or after this date
  • To Date – show sales orders created on or before this date
  • Site – when using Multi-Site Inventory you can show sales orders attributed to a specific Site.
  • Status – filter the report for sales orders matching a specific Sales Order Status
  • Class – filter the report for SOs matching a specific class
  • Type – use the Type field on the SO to find specific Sales Orders
  • Sales Person – show sales orders where a specific user is listed as the Sales Person
  • Technical Designer – display sales orders assigned to a particular Technical Designer
  • Project Manager – show only SOs that match a particular Project Manager
  • Include Archived Sales Orders
    • Show Only – show only sales orders that are marked as archived
    • Don’t Show – show only sales orders that are NOT marked archived
    • Show All – display all sales orders regardless of their archived status
  • Next Install Date After – show sales orders after the date entered on the Next Install Date field
  • Next Install Date Before – show sales orders before the date entered on the Next Install Date field

Summarize By
These options will sort the sales orders and summarize them by a particular filter. You can use multiple summary options to sort the list even further.
  Customer groups sales orders for the same customer/job together as well as providing a total for the customer
  Sales Rep shows all sales orders attributed to a specific salesperson together. Totals for the salesperson are also displayed.
  Next Install Date groups the list by the next install date


  • Print – will print the found set of sales orders to your printer
  • Save – will save a PDF of the report to the location you choose on your computer or network
  • Email – attaches the report as a PDF to an email using your default email program
  • View PDF – opens the PDF of the report so you can view it
  • Update Report – refreshes the report using the options and summary settings described above
  • Close – closes the Options pop-over window.


Exporting the Mix Analysis report into a spreadsheet program is simple, using the instructions available here: Dashboard > Exporting.

Here is a list of the useable export field names along with their location and field name on the Invoice:

  • archived Date – the date the Sales Order was Archived
  • c_Date_Sold – the date the Proposal was converted to a Sales Order
  • c_Duration_Weeks – the total hours sold divided by 40 hours in a week
  • c_Grade – Mix Analysis Report > Grade
  • client_Name – Sales Order > Customer Name ( Bill To )
  • Design Name – Sales Order > Sales Order Name
  • Designer Name – Sales Order > Sales Rep
  • nextInstallDate – Sales Order > Next Install Date
  • Percent_EQ – the equipment total as a percentage of the total sale (excludes bulk items and miscellaneous parts modifiers)
  • Percent_Labor – the labor total as a percentage of the total sale
  • Percent_Parts – the total of the parts as a percentage of the total sale (parts are item marked Bulk and any Misc Parts modifier)
  • total_Grand Sales Order > Billing > Grand Total W/ Change Orders
  • Total_Labor_Time – Sales Order > Project > Sold Hours

Note: any field that starts with an s_ is a summary field and is not useful when exporting to Excel.

iPoint Version: 10.0819
Last modified: 20 Aug 2021

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