This report provides a quick, single-job financial summary, giving immediate visibility of both quoted and actual profitability for a specific job.
It is primarily used to compare expected vs actual performance, helping you quickly assess whether a job is delivering the margin that was originally anticipated.
Understanding the Financial Metrics
The Quick P&L View brings together key financial figures for a job in one place:
Total Quoted Cost – The estimated cost of completing the job
Total Quoted Price – The price quoted to the customer
Actual Job Cost – The real cost incurred while delivering the job
Total Invoice Cost – The cost associated with what has been invoiced
Total Invoice Price – The total value invoiced to the customer
These values allow you to directly compare planned vs actual performance without needing to cross-reference multiple reports.
Column Breakdown (From the Report)
Each column in the report is calculated using the underlying task and part code values, as shown in the report:
Total Quoted Cost
Definition: The total estimated cost of the job at quote stage
How it is calculated:
Sum of all quoted task costs + quoted part code costs (pre-VAT)Purpose:
Represents the planned internal cost before work begins
Total Quoted Price
Definition: The total price quoted to the customer
How it is calculated:
Sum of all quoted task prices + quoted part code prices (pre-VAT)Purpose:
Shows the expected revenue from the job
Actual Job Cost
Definition: The true cost of delivering the job
How it is calculated:
Sum of all actual task costs + part code costs on the job (pre-VAT)Purpose:
Reflects real operational spend and resource usage
Total Invoice Cost
Definition: The cost tied specifically to invoiced work
How it is calculated:
Sum of all invoiced task costs + invoiced part code costs (pre-VAT)Purpose:
Tracks cost associated only with what has actually been billed
Total Invoice Price
Definition: The total invoiced amount to the customer
How it is calculated:
Sum of all invoiced task prices + invoiced part code prices (pre-VAT)Purpose:
Represents actual recognised revenue
How the Report Works
Job Lookup
The report is generated using a single Job Number input
No date range or additional filters are required
Once a valid job number is entered, the report returns a single result
This streamlined approach makes it ideal for quick checks during reviews, queries, or financial analysis.
What’s Included in the Report
The report displays one row per job
The row contains all five key financial values:
Total Quoted Cost
Total Quoted Price
Actual Job Cost
Total Invoice Cost
Total Invoice Price
All values are displayed as currency (pre-VAT) ensuring consistency and clarity.
Profit Calculations
Two profit perspectives are shown directly beneath the main data:
Quoted Profit
Formula:
Quoted Profit = Total Quoted Price – Total Quoted CostQuoted Profit Margin:
Quoted Profit ÷ Total Quoted PriceMeaning:
Reflects the expected profitability at the time of quoting
Actual Profit
Formula:
Actual Profit = Total Invoice Price – Actual Job CostActual Profit Margin:
Actual Profit ÷ Total Invoice PriceMeaning:
Shows the real-world profitability based on delivered and invoiced work
Filters Available
There are no filters in this report
Only a Job Number input field is required
This ensures the report remains focused, fast, and easy to use for single-job analysis.
Export Functionality
The report automatically downloads as an Excel file
Suitable for:
Sharing
Auditing
Further financial review
Things to Be Aware Of
This is a point-in-time view of job performance
Values are based on the current state of tasks, parts, costs, and invoices at the time the report is run
Any updates will affect future results
The report does not include historical snapshots or trends
It reflects latest available data only