Cost & Compensation Report

The Cost & Comp Report provides a comprehensive view of project revenue, labor costs, and profitability across your organization. It tracks configured labor costs and other tracked costs at the project level, breaks down compensation by employee, and surfaces gaps in your cost and compensation setup so you can ensure complete coverage across billing libraries.

Use this report to monitor gross margins, identify high- and low-profitability projects, understand employee compensation distribution, and diagnose missing cost item configurations.

Use This Report to Answer Questions Like:

What is our gross margin across projects this month?
Which branches are the most and least profitable?
How much are we paying each employee across their assigned projects?
Are all of our billing libraries fully configured with cost and compensation items?
Which projects have high revenue but low margin?
What are the line-item cost breakdowns for a specific project or job?

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., Month to Date or a custom range like 7/01/2026–7/17/2026).
Date Type	Choose how project dates are evaluated: Project End Date, Project Start Date, Project Created, Job Start Date, or Job End Date.
Branch	Filters results by branch. Leave blank to include all branches.
Project Statuses	Filters by project status (e.g., Completed, Booked, Hold).
Include Cancelled Jobs	Toggle On/Off to include or exclude cancelled jobs from calculations.
Coordinator	Filters by the coordinator assigned to the project.
Project Type	Filters by project type classification (e.g., Moving, Kitchen Pack).
Job Tags	Filters by tags applied at the job level.
Salesperson	Filters by the salesperson responsible for the project.
Project Tags	Filters by tags applied at the project level.
Job Type	Filters by job type classification.

How Filters Affect the Data

The Profit Trend chart groups data according to the Profit Trend Chart Date Breakdown selector (Daily, Weekly, Monthly, or Yearly).
Filters allow managers to isolate trends by branch, project type, salesperson, coordinator, specific date constrictions, or any combination of inputs.

Report Sections

1 - KPI Summary Metrics

Displays aggregate totals for the selected filters at a glance.

Metric	Description
Total Revenue	Sum of all invoiced revenue across matching projects.
Total Configured Labor Costs	Sum of all labor-related cost items (compensation) across matching projects.
Total Tracked Other Costs	Sum of all non-labor cost items (e.g., materials, third-party services) across matching projects.
Gross Margin	Total Revenue minus Total Configured Labor Costs minus Total Tracked Other Costs.
Avg Gross Margin %	Average gross margin percentage across all matching projects.

2 - Profit Trend (Chart)

A time-series bar chart showing Gross Margin, Revenue, and Tracked Labor Cost over the selected date range. Data is grouped by the Profit Trend Chart Date Breakdown selector (Daily, Weekly, Monthly, or Yearly).

Use this chart to spot trends in profitability over time and identify periods where costs spiked relative to revenue.

3 - Profitability by Branch (Chart)

A bar chart comparing Revenue and Tracked Labor Cost side by side for each branch. This provides a quick visual comparison of which branches are generating the most revenue relative to their labor costs.

4 - Project Profitability (Detailed Table)

This table displays the project-level breakdown of revenue and costs for all projects matching the selected filters.

Column	Description
Project Url	Link to the project in the application.
Project Id	The project identifier.
Customer	Client name.
Branch	The branch this project is associated with.
Project Type	The project type classification.
Status	Current project status (e.g., Completed, Booked, Hold).
Move Date	The scheduled move or project date.
Salesperson	The salesperson assigned to this project.
Coordinator	The coordinator assigned to this project.
Project Created	Date the project was created.
Project Tags	Any tags applied to the project.
Revenue	Total invoiced revenue for this project.
Tracked Labor Cost	Sum of labor-related cost items for this project.
Gross Margin	Revenue minus Tracked Labor Cost.
Gross Margin %	Gross margin as a percentage of revenue.

5 - Employee Comp Summary (Table)

This table aggregates compensation data per employee across all matching projects.

Column	Description
Employee Name	Name of the employee.
Employee Id	Internal employee identifier.
Primary Position	The employee's primary mover position (e.g., CM, CLD, D).
Role	The employee's role (e.g., employee, salesperson).
Project Count	Number of projects this employee was assigned to in the selected range.
Cost Item Count	Total number of cost items associated with this employee.
Compensation Items	Number of compensation-specific items for this employee.
Total Employee Comp	Total dollar amount of compensation across all matching projects.
Avg Comp Per Project	Average compensation per project for this employee.

6 - Cost Item Details (Detailed Table)

This table displays the line-item breakdown of every individual cost item across matching projects.

Column	Description
Project Url	Link to the project in the application.
Project Id	The project identifier.
Project Name	Name of the project.
Branch	The branch this project is associated with.
Project Type	The project type classification.
Project Status	Current project status.
Salesperson	The salesperson assigned to this project.
Coordinator	The coordinator assigned to this project.
Job Id	The specific job identifier within the project.
Job Name	Name of the job.
Job Date	Date of the job.
Cost Category	Category of the cost item (e.g., Compensation, Other).
Employee Name	The employee this cost item is assigned to (if applicable).
Employee Id	Internal employee identifier.
Mover Position	The mover position for this cost item.
Role	The employee's role.

7 - Overall Cost and Compensation Coverage (Metric)

A single percentage metric showing how many projects in the selected range have cost and compensation items configured. This is a quick health check on whether your billing libraries are fully set up.

8 - Cost Coverage Diagnostic (Table)

This table identifies gaps in your cost and compensation configuration at the billing library level.

Column	Description
Organization	The branch or organization being evaluated.
Billing Library	The billing library associated with the projects.
Diagnostic	A description of the coverage status or what action is needed (e.g., "105 of 105 projects covered" or "No Compensation Items configured in this library -- add items in Cost & Compensation settings").
Coverage Pct	Percentage of projects in this library that have cost items configured.
Count	Number of projects affected.
Settings Link	A direct link to the Cost & Compensation settings for the billing library, so you can quickly add missing items.

Export Options

Project Profitability Export: Export the project-level profitability data for financial analysis or executive review.
Employee Comp Summary Export: Export employee compensation summaries for payroll reconciliation or performance review.
Cost Item Details Export: Export the full line-item cost data for audit, accounting, or detailed analysis.

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