The D-Tools Professional Services Group worked closely with the Bravas Group to develop the Mix and Margin Analysis custom report. The report follows a Bravas prescription for dividing all project costs into three groups and then analyzing proposed margins vs. actual margins as well as comparing the proposed vs. actual mix of those groups.
The project cost breakdown used in this report works as follows:
*Install Parts can be defined as project items other than wire and interconnects that are non-inventory items (e.g. wire hangers, brackets, etc.)
Target margins are hard coded in the report as follows:
Mix targets are configurable using Report Definitions. The default values are:
Download and Install the Report
Adjusting the Mix Targets
Perform the following steps to set your own mix targets and have those targets be the default when you run this report.