Track project profitability from source records

Define the project and reporting question

Decide which company, project, period and revenue basis you are reviewing. Issued invoices and recorded payments represent different events, so a useful profitability review states which one it uses and which delivery costs belong to the same scope.

Capture the costs behind delivery

Connect direct project expenses and relevant task costs while their context is available. Shared overhead, owner time, payroll, tax and currency effects may need separate allocation or professional treatment rather than being assumed by the application.

Calculate, then investigate

A basic operational result subtracts direct project expenses and delivery costs from the chosen project revenue. For example, 8,000 of invoice revenue minus 1,200 of expenses and 2,300 of task costs gives 4,500 before missing costs, overhead, tax or currency adjustments.

Verify before relying

Use sales, payment, expense, task and profit-and-loss reports to identify the records behind a result. Check dates, categories, project links, credits and cancelled documents. FollowIncome reports are not audited financial statements.

Frequently asked questions

How is project profitability calculated?

A basic operational calculation is project revenue minus project expenses and other delivery costs recorded for the same scope and period.

Are payments the same as revenue?

Not necessarily. An issued invoice and a received payment represent different events, so use the view that matches the question.