Finance & P&L
Pull the time logged in 7pace for any date range, and see where the cost of sales goes.
Itemised Time Tracking Report
Every time entry logged in 7pace for a date range, with its finance code, client and rate, as an Excel file.
CoS per Project
Cost of Sales by revenue stream for the same date range, drilled Stream → Project → Work Item → Person.
It appears below once you have generated the report, and is never loaded until you ask for it.
Product Budget
The Product team budget against Cost of Sales by month and budget line, split Smart Solutions and Exergy, for the sprints you choose.
Sprints
Choose sprints
Tick one or more
Choose one or more sprints; each sprint counts in the month it ends in, as in the Finance month end. For Exergy, a Feature counts only when its Product team box is ticked in DevOps. Time is grouped by the Budget line on its Feature in DevOps. Time with no budget line is listed under Outside the budget until a budget line is chosen in DevOps. Select a line in the table to see the finance codes, work items and people behind it.
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Compliance — full view not built yet
Compliance reports already work — use Quick Actions above.
Teams
Client Account Managers
Which Account Manager looks after which client, for the Invoice Tracker. An Account Manager sees and agrees invoices only for their own clients; a client with none is hidden from every Account Manager.
Staff roster
Revenue, CoS and margin by client across all streams
STATE
CLIENT
CODE
AGREEMENT
CPO STAGE
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