Manual Entries Analytic Entries

206 Figure 16.13: Statistical report for analytic entries

16.4.2 Key indicators

If you use analytic accounts with a structure of accounts by project client you should install the account_analytic_analysis module. This module adds three new tabs to the analytic account form: • management indicators in the Analysis summary tab, • monthly statistics in the Stats by month tab, • statistics on each user in the Stats by user tab. Figure 16.14: Management indicators for an analytic account The figure Management indicators for an analytic account shows all of the management indicators. These indicators enable you to quickly see such important information as: • project profitability, • whether you can still invoice any services to the client, or not, • the amount of services to invoice, • the different margin figures. 207 Figure 16.15: Breakdown of monthly costs for an analytic account The real revenue is given by the amount invoiced to the client. The theoretical revenue is given by the sale price of different project costs which could be invoiced to the client. These give different margin figures. For example, in the case of a fixed price project contract, the real sale price at the end of the project will be equal to the contract negotiated with the client. The theoretical price gives the amount that would have been invoiced if you had charged for all the time worked. To give project managers a direct view of their different projects, the account_analytic_analysis module creates new menus in the Project management module in Project → Billing → Overpassed Accounts. Figure 16.16: Analytic accounts in Project Management These different menus give quick views that are useful for live projects. For each project you can check if there are uninvoiced services, see the last invoice date and the last uninvoiced service date, and get reports on the amounts received and those planned. So project managers have all the information necessary to manage their project, shown in a single page. In the following chapters you will see how project managers can use this information to carry out the various operations needed to manage the project, such as automatic invoicing, project planning, keeping customers up to date, and budgeting for resources. Note: Analytic Budgets Analytic budgets can be budgeted in the account_budget module, They offer: • forecasting projects in the medium term, • controlling project costs, • comparisons with general accounts.