Revenue Per Staff Report

The Revenue per Staff Management report displays the average value invoiced each month, for the total number of staff employed. Use the graph to monitor the monthly trends in the average invoiced revenue per staff member. NEW 4.8

*Synergy Enterprise Feature* 

Getting Started

Who Can Use It?	Where Is It?
Director Administrator System Administrator	Reports > Management Reports > Revenue per Staff or click the My Synergy plugin

What is the Revenue Per Staff Report?

This report displays a summary of the invoiced transactions in the Invoices Data tab, and the total number of employed staff for each month in the Staff Tab. The average invoice revenue value per staff is shown in the Graph. The data is grouped by month, which is based on the invoice date for the transaction. The invoice value shown is excluding tax, and excludes draft invoices.

Add the 'Revenue per Staff plugin' to the My Synergy dashboard to see the details as you login to Synergy. Double click on the plugin to open the Management report.

Why use the Revenue Per Staff Report?

View the average invoiced revenue per staff member for each of the last 12 months.

Report Overview

The Revenue per Utilised Hour Report displays the following data:

• Graph - Revenue per Staff
  This displays the average invoiced value per staff member employed in a 12 month period. This is calculated as the total invoiced revenue for the month divided by the number of staff. This average revenue per staff is shown for 12 months, which are the current month and the previous 11 months.
• Graph - Revenue
  This displays the monthly invoiced revenue value as an excluding tax value. Draft invoices are excluded from the report data. Credit Note values are included, and the credit value is always subtracted from the original invoice month.This means the credit is applied to the month the original invoice was created (the invoice date). The total invoice (less credit) value is shown for each month for a 12 month period, which are the current month and the previous 11 months.
  
• Graph - Staff
  This displays the total number of staff employed for each month. The graph displays 12 months of data, which are the current month and the previous 11 months. If the staff member leaves the company mid-month, then they will be shown as available for half of the month.
  
• Invoices Data Tab
  The invoice value shown is excluding tax, and a separate row is shown here for each project invoice. The data is split further for the report to be shown as a separate summary rows for when and of the following details differ: month, office, project manager, sub project manager, cost centre, and discipline. When any one of those details are different on the project, then this is shown as a separate row in the grid. The data tab can be exported to MS Excel®.
  Credit notes and cancelled invoices values are deducted from the original invoice number before the data in this tab is loaded. This means the credit value is always deducted from the original invoice, in the month that the original invoice was raised. Credit note details are not displayed in the report.
• Staff Data Tab
  A row is shown for each month that each staff member is employed. If the staff member has since been terminated, they will only be included in the report formula up till their termination date which is shown in the 'Finish date' column. The data tab can be exported to MS Excel®.

The report opens with all the filters selected. This displays the average per revenue value for each month. The graph and data tab are interactive, and they will automatically updated as the filters are changed. To learn more about how to apply filters and other management report basics, please review the Management Reports overview topic.

Example 1 - Revenue per Staff Graph

View the average revenue earned by each staff member employed in a graph. The invoices and staff data tabs are used for this calculation.

Click the image above to view an example of the report with a line graph view applied.

Example 2 - Revenue Graph

View the invoiced revenue totals for each. Unselect project managers (or other filters) to customise what data is shown in the graph and the data tab.

Click the image above to view an example of the report with a bar graph view applied.

Example 3 -Staff Graph

View a summary of how many staff are employed for the last 12 months in the 'Staff' graph. The data used to calculate the staff numbers is also shown in the staff data tab.

Click the image above to view an example of the report with a line graph view applied.

Columns available

The columns shown in the Invoices Tab are

1. MonthThe year and month for the invoiced revenue. The month the revenue falls within is based on the invoice date.
2. QuarterThe year and quarter number for the invoiced revenue. The quarter the revenue falls within is based on the invoice date.
3. OfficeThe office that the project is linked to for the invoiced data.
4. InvoiceThe invoice number for the invoiced revenue shown.
5. ProjectThe Project Number and Project Name that relates to the invoiced revenue.
6. Project ManagerThe Project Manager selected on the invoiced project.
7. Sub Project ManagerThe Sub Project Manager selected on the invoiced Sub Project.
8. DisciplineThe Discipline of the Project/Sub Project which has been invoiced.
9. Cost CentreThe Cost Centre from the Project/Sub Project which has been invoiced.
10. InvoicedThe total value of the invoiced data for this project and month. Credit Note values are subtracted from the original invoice value prior to the data being displayed in this tab.
    For example: The Invoice #123 was raised for $4000 in April 2017. A credit note was later raised for $1000. The April data for invoice #123 will show the Invoiced value as $3000 (Invoiced value less Credit Note value). This will occur in the month of the original invoice, regardless of what date is entered for the credit note.

The columns shown in the Staff Tab are

1. MonthThe month and year for the report data row is shown.
2. QuarterThe quarter number and year for the report data row is shown.
3. OfficeThe primary office that the staff member works within is shown.
4. StaffThe staff members name is shown. A separate row is shown for each staff member and each month.
5. StartThe start data for the staff members employment is shown from the staff and application security record.
6. Finish DateThe Termination date (Finish date) for the staff member is shown. If the staff member is still active this column is blank.
7. Staff #A count of the number of staff in this row. This is set to 1, to mean that the staff member is available for the entire month.

Want to learn more?

Looking for more help? Try reviewing the following topics: View Topics

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