Project reports - View estimated profit based on quotes
We need to know Potential Gross Profit when Quoting ( Obviously ! ).
Potential Gross Profit = Estimated Charge minus Estimated Cost.
I understand that Project Details reports and Project Summary reports require Time Spent to be entered or an Invoice to be generated before Gross Profit can be shown.
But for Quotes we do not wish to generate an Invoice or record Time Spent, because a Quote is not a Project until it is awarded/won and does not require an Invoice until the Project is complete.
Please can we have the capability to look at Potential Gross Profit equals Estimated Charge minus Estimated Cost without having to generate an Invoice or record Time Spent?
To me this seems like the most fundamental of requirements for Quotes!
Many thanks for reading this.
Kind regards
Alan Watson
G7 Geotech Ltd
Alan Watson
shared this idea
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Deanna Matthews
commented
Totally agree with this suggestion. Was looking out rolling out projects now but not being able to see potential gross profit at time of quoting is such a huge gap for our business! Hopefully this is in the pipeline!