Mix Analysis reportMix Analysis report

The Mix Analysis report provides a study of sales orders based on the mix of labor, parts, and time since jobs were sold. This report was developed in conjunction with the Vital Management Group, an audio-video business process coach. Note: Clicking on any change order line will open the change order in the associated sales order.

Here are the details you’ll find on 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 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 sort method(s) selected in Options.


Sales Order Summary report optionsSales Order Summary report options

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

  • Sales Order From Date – display sales orders created on or after this date
  • Sales Order 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.
  • Sales Order Status – filter the report for sales orders matching a specific Sales Order Status [ Read More ]
  • Sales Order Filter – filter the report for SOs matching a specific class [ Read More ]
  • Sales Order Type – use the Type field on the SO to find specific Sales Orders
  • Sales Order Sales Person – show sales orders where a specific user is listed as the Sales Person
  • Sales Order Technical Designer – display sales orders assigned to a particular Technical Designer
  • Sales Order 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 next install date

Buttons

  • 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.
Last modified: 1 May 2020

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