The jobs report looks a little like a global WIP dashboard for Streamtime. It has a number of areas reporting on very different aspects of your live jobs.

This area lets you keep an eye on time recorded throughout the month and helps you predict if the team are going to come out on target or not – as early as possible in the month.

It automatically opens up on the current month, but using the controls in the top right corner, it also lets you navigate back and forward in time. The report can also be filtered by team.

You can hover over each of these figures to get a more detailed breakdown of the numbers. This area shows the following data, starting at the top right.

The next section of the report focuses on comparing 3 key metrics on each job and dividing up the jobs by their status:

Total: This is the total sell value of the job, i.e. the sell value of time entries + the sell value of expenses/orders.

Budget: This is the budget on the job (either based on approved quotes OR the budget manually set on the job)

Invoiced: Sum of issued invoices on the job.

The first section compares the jobs total value against the budget and highlights how many jobs are within budget, getting close to the total or already over budget. It also shows how many jobs are missing a budget – without a budget you don't know if you're over servicing!

It is clear that we don't want jobs over budget! The value shown represents how much you are over or under budget across the jobs selected. In the example above, I have 15 jobs over budget by €45k.

The second section compares Invoiced tot Budget. It gives you an idea of how much more we are likely to invoice across the jobs in progress. The value shown is the invoice value OR the variance between invoice and budget.

The third section shows the total sell value vs the invoice. The key thing here is that we don't want to put in all the work before we are paid and you definitely don't want to run ahead too much. I.e. if a project is worth $10k, I don't want to put in $9k before I send out my first invoice. Ideally you bill your work promptly and frequently, so that you're not advancing it to your client. It is recommended that you charge an advance before you get started and that you send intermittent invoices that keep up with the progress of the work.
Any job that is <50% billed could be considered low hanging fruit. When cashflow is low, those are the jobs you should create some invoices for.

Click the arrow next to each number to see the detailed list of jobs included in the summary. In the modal you can see extra information and you can even turn extra columns on or off:

In this list you can see a visual progress bar comparing budget vs actual vs invoiced.

You can also add new columns to see the %, e.g. Total vs Budget %. This allows you to order the jobs by their service level, so you can see the jobs most overserviced a the top of the list.

You can also limit the job size. We don't usually care much for a $125 job that is 400% over budget. A $40k that is 10% over budget matters a lot more.

This graph tells you if the stream of new work is fairly constant. A sudden drop in new jobs being created will have a knock on effect in the near future.

It automatically displays the total budgeted value of all new jobs created, broken down by month. Hover over each bar to see how many jobs are included in the total and what the exact value of new jobs is that month.

The value of active jobs uses the due date of the job and the budget value to work out when we might expect what value to be completed. It is a pretty raw form of a forecast, automatically generated from the data on the jobs (budget/due date). When jobs don't have due dates, their value is displayed in the 12th month, on the horizon, but far away...

This is pretty self explanetory. It's the status of all active jobs by their status. Completed jobs should be invoiced and archived asap.

Are jobs getting delivered on time! You don't want to see too many jobs going into the red! Either adjust the due date to the correct date or mark your jobs as completed when they're done. Also, if a job has no due date, there is no urgency and it can not be plannedin properly. So avoid jobs with no due date. The due date on a job is set by the due date of the items.

The last 2 tables tell you what the best jobs were in the last 12 months. The first tables hows the top 5 jobs in monetary value. The second shows the ones with the highest value per hour spent.

Both tables can be viewed as contribution (default) or as gross profit. For contribution wayahead takes the total revenue and deducts the cost of third parties. Gross profit is contribution minus the cost of your timesheets.

Use the configuration button at the top right of the page to change which jobs are included in the jobs report. By the default the report only shows active jobs, but you can choose to include archived jobs as well.

By default the app includes both billable jobs and sales/new business jobs. Internal jobs and holiday jobs are excluded automatically. But you might want to exclude sales/new business jobs from the report or focus only on them instead.

Finally, you can also choose if the report runs for all account managers or only for some by ticking their names in the list.