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.
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
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.