Each project in Archdesk has its own dedicated Financial Dashboard. It is different than the Financial Dashboard and other Dashboards in the main menu.
A Project Financial Dashboard gives you the summary of your project health at a glance. To enter it go to the Projects Tab -> select project -> Financial Dashboard on the left-hand side.
You can look at the amounts as either GROSS or NET figures.
To see Gross/Net Profit %, hover over the progress bar.
BUDGET - the sum of quoted costs from all the quotes within a project.
PROJECT VALUE - the sum of all prices offered to client.
PROJECT COST - the sum of all invoices and expenses on a project.
PAID TO DATE - the sum of all registered payments for the project.
REMAINING - the difference between Project Value and Paid to date.
CATEGORIES - types of Expenses and costs at a business. Can be modified to your needs.
SPEND - the sum of all invoices and expenses per category.
CONTRACT - the sum of quoted costs on project quotes per category.
SALE INVOICES - the sum of all sales invoiced amounts on the project.
PURCHASE INVOICES - the sum of all sales invoiced amounts on the project.
PURCHASE ORDERS - the sum of purchase orders raised for the project.
COST MAKERS - people who registered any type of a cost on a project.
GROSS PROFIT - Project Value (that comprises of the sum of all the prices offered to customer on quotes) minus Project Cost (that is the sum of all the purchase invoices issued and expenses added tot he project) . Gross Profit figure decreases when you add expenses.
ANTICIPATED GROSS PROFIT - the difference between the Project Value and what you have budgeted for in the quotes.