Estimated vs Actual Hours Report

The Estimated vs Actual Hours Report provides a breakdown of estimated job hours versus the actual hours logged by crews across completed projects. This report is a key resource for analyzing labor accuracy, operational efficiency, and job planning effectiveness across teams, branches, or job types.

Use This Report to Answer Questions Like:

Are crews consistently finishing within their estimated time?
Which branches or team members have the most variance between expected and actual hours?
How many labor hours were logged this quarter?
Are time estimates realistic for certain project types?

Report Inputs (Filters at the Top)

Use the filters at the top of the report to adjust the view and focus:

Input	Description
Date Range	Defines the time period (e.g., Quarter to Date or a custom range like 7/01/2025–7/31/2025).
Date Window	Choose how data is grouped: Daily, Weekly, Monthly, or Yearly.
Branch	Filters results by branch. Leave blank to include all branches.
Project Type / Project Tag	Filters by job classification and custom labels.
Salesperson	Filters by the sales rep responsible for the job.
Crew Lead / Movers	Filters based on who was assigned to perform the work.

How Filters Affect the Data

Changing the Date Range or Crew Lead instantly updates all sections of the report.
The % Actual Hours chart will populate when both estimated and actual data are present.
Filters allow managers to isolate trends by team, branch, project type, or individual.

Report Sections

1 - % Actual Hours (Chart)

This section would typically show a visual representation of how actual hours compare to estimates over time. However, in the current view, no data is shown, which could mean:

No jobs during the date range had estimated hours entered
Or all values for estimated hours are 0

When available, this chart helps identify trends where teams may be consistently over or under time budgets.

2 - Summary (Branch-Level Overview)

Displays aggregate data per branch by Date Window filter

Column	Description
Jobs	Total number of jobs completed within the selected range.
Min Estimated Hours / Max Estimated Hours	Range of estimated hours across all jobs.
Actual Hours	Sum of all hours actually worked.

3 - Jobs: Estimated vs Actual Hours (Detailed Table)

This detailed table displays the job-level breakdown for all completed jobs in the reporting window.

Column	Description
Job	The job identifier as a link to the job itself.
Date	The date of the job.
Salesperson	The salesperson assigned to this client.
Client	Client name as a link to the client profile.
Crew Lead / Movers	Crew assigned to the job.
Project Type / Project Status / Project Tags	Job classification, current status, and custom context.
Branch	The branch this job is associated with.
Min / Max Estimated Hours	Used internally for comparison to actuals.
Actual Hours	Logged working hours tracked by the system.
% Actual Hours	The actual hours vs the estimated hours.

Export Options

Summary Export: Export the branch-level overview.
Job Table Export: Export the full job-by-job data for audit, payroll, or performance analysis.

Search