The Project Summary ribbon is the row of financial figures across the top of a Project. There are ten styles, A to J, and each shows a different view of the same Project.
To change style, click a letter in the Style box at the left of the ribbon. iCFM remembers the last style you picked, and shows Ribbon C if you have not picked one.
Before you start
- Only Confirmed and Completed Quotes are counted in any Quote figure.
- Fields marked (staff costs only) are hidden unless you have the /showStaffCosts permission.
- Ribbon G only appears if it has been enabled on your account. Contact CETA if you need it.
Which ribbon do I need?
| Ribbon | Use it to see |
|---|---|
| A | Client price of the work, split by Job status |
| B | The Quote against what is booked, with the discount against rate card, and billing |
| C | The discount against rate card, for the Quote and for what is booked |
| D | Internal cost by stage, set against the Quote and what has been invoiced |
| E | As D, with the cost stages combined into done and not done |
| F | Estimated, booked and completed budget and margin |
| G | Margin once outside (pass-through) costs are taken out |
| H | Pitch costs and quoted costs, split inside and outside |
| I | Profit and loss on yield, booked and completed |
| J | Past and future cost, with invoiced and paid |
Ribbon A
| Field | Description | Calculation |
|---|---|---|
| Quote Total | What you have quoted the client | Total of your Confirmed and Completed Quotes |
| Quote Discount | Discount given on those Quotes against rate card | Quote Total compared with the rate card value of the same Quotes |
| Pencil | Client price of work on Pencil Jobs. 2nd Pencil Jobs are not shown | Total client price of all work on Jobs in Pencil status |
| Confirmed | Client price of work on Confirmed Jobs | Total client price of all work on Jobs in Confirmed status |
| Completed | Client price of work on Completed Jobs | Total client price of all work on Jobs in Completed status |
| Hold Cost | Client price of work on Jobs on Hold Cost | Total client price of all work on Jobs in Hold Cost status |
| Costed | Client price of Jobs in Costed status. This is what the client is charged, not your cost | Total client price of all work on Jobs in Costed status. Taken from the Job’s costing lines |
| Sent To Accounts | Client price of Jobs passed to accounts. No Charge Jobs are not shown, so the status columns may not add up to all of your booked work | Total client price of all work on Jobs in Sent To Accounts status |
| Total Costs (staff costs only) | What the whole Project has cost you internally, across every Job status. It is not expected to match Costed | Total internal cost of every booked item, in every Job status |
| Booked Margin | Quote Total against internal cost. Shown even to users who cannot see Total Costs | 100 − (Total Costs ÷ Quote Total × 100). Shows 100% if Quote Total is 0 |
Ribbon B
| Field | Description | Calculation |
|---|---|---|
| Style | Switches between ribbons | Also has a Project Summary link, which opens the full summary in a new tab |
| Quoted | Total of your Confirmed and Completed Quotes | Total price of those Quotes |
| Booked | Value of all services booked on Jobs, including pencils | Booked units × booked sell rate, for every booked service |
| Quoted Rate Card (Quote Discount) | Rate card value of the same Quotes, and the discount you gave | Total rate card value of those Quotes. The discount compares Quoted with this figure, as a whole number |
| Booked Rate Card (Current Discount) | Rate card value of everything booked, including pencils. The discount compares Quoted with this figure, not the booked price | Booked units × rate card price. Discount shown as a whole number |
| Spend (staff costs only) | Internal cost of booked services. Jobs in Sent To Accounts are not included | Cost of Jobs in Pencil, Confirmed, Completed, Hold Cost and Costed status, including sundry, despatch and stock |
| Hold Cost | Client price of Jobs on Hold Cost | Total client price of Jobs in Hold Cost status |
| Costed | Client price of Jobs that are Costed or Sent To Accounts. Ribbon A shows these separately | Total client price of Jobs in either status |
| Unallocated | Costed work not yet allocated to an Accounts Transaction | Billing lines on Costed and Sent To Accounts Jobs with no Accounts Transaction |
| Allocated | Costed work allocated to an Accounts Transaction but not yet invoiced | Billing lines on Costed and Sent To Accounts Jobs that are on an Accounts Transaction not yet exported to accounts |
| Billed | Costed work allocated to an Accounts Transaction and invoiced | Billing lines on Costed and Sent To Accounts Jobs that are on an Accounts Transaction that has been exported to accounts |
| Internal Charge | Internal charges on the Project’s Jobs. The only figure that shows a currency | Total internal charges, converted from each Job’s depot currency to the Project currency |
| Interim | Total of Interim billing. Only shown if enabled on your account | Total of billing lines that are Prepared or Exported and linked to an Accounts Transaction on this Project |
If simple costing status is enabled on your account, Unallocated, Allocated and Billed use Job billing totals from Hold Cost onwards instead. Contact CETA if your figures look different.
Ribbon C
| Field | Description | Calculation |
|---|---|---|
| Quote Total | Quoted price | Total of your Confirmed and Completed Quotes |
| R/C Quote Total | Rate card value of those Quotes | Total rate card value of the same Quotes |
| Quote Discount | Discount on the Quote | Quote Total compared with R/C Quote Total |
| R/C Non-Costed | Rate card value of work not yet costed. Pitch services and services typed in without a rate card entry are left out | Booked work on Jobs in Pencil, Confirmed, Completed or Hold Cost status |
| R/C Costed | Rate card value of costed work. Pitch services and services typed in without a rate card entry are left out | Booked work on Jobs in Costed, Sent To Accounts or No Charge status |
| R/C Total | All booked work at rate card | R/C Non-Costed + R/C Costed |
| Booked Discount | Discount the Quote represents against what is booked. A negative figure means the Quote is worth more than the booked work at rate card | Quote Total compared with R/C Total |
| R/C Extras Total | Rate card value of extras | Rate card value of all booked work, counting only services set as extras in the rate card |
| R/C Non-Extras Total | Rate card value of everything else | R/C Total − R/C Extras Total |
| R/C Non-Extras Discount | Discount against core (non-extra) work | Quote Total compared with R/C Non-Extras Total |
Ribbon D
| Field | Description | Calculation |
|---|---|---|
| Quote Total | Quoted price | Total of your Confirmed and Completed Quotes |
| Quote Discount | Discount on the Quote | Quote Total compared with the rate card value of the same Quotes |
| Unconfirmed Costs (staff costs only) | Cost of pencilled work. Pitch services are left out | Internal cost of Pencil and 2nd Pencil Jobs |
| Confirmed Costs (staff costs only) | Cost of confirmed work. Pitch services are left out | Internal cost of Confirmed Jobs |
| Completed Costs (staff costs only) | Cost of finished work not yet invoiced. Pitch services are left out | Internal cost of Jobs in Completed, Hold Cost, Costed, Sent To Accounts and No Charge status, before billing has been prepared |
| Invoiced Costs (staff costs only) | Cost of work whose billing line has been prepared, exported or given an invoice reference. Pitch services are left out | Internal cost of that work |
| Total Costs (staff costs only) | All internal cost, excluding Pitch | Unconfirmed + Confirmed + Completed + Invoiced Costs |
| Client Billed Total | What has been invoiced to the client. Internal transactions are left out, and so are any with a blank or temporary (TBC) reference | Total of invoices, deposit invoices, reversals and deposit reversals |
| Margin | Quote against cost | (1 − Total Costs ÷ Quote Total) × 100. Shows 0 if Quote Total is 0 |
Ribbon E
| Field | Description | Calculation |
|---|---|---|
| Quote Total | Quoted price | Total of your Confirmed and Completed Quotes |
| Quote Discount | Discount on the Quote | Quote Total compared with the rate card value of the same Quotes |
| Completed Costs (staff costs only) | Cost of work that is done. Unlike Ribbon D, this includes invoiced work. Pitch services are left out | Internal cost of Jobs in Completed, Hold Cost, Costed, Sent To Accounts and No Charge status, plus work whose billing line has been prepared, exported or given an invoice reference |
| Incomplete Costs (staff costs only) | Cost of work not yet done. Pitch services are left out | Internal cost of Pencil, 2nd Pencil and Confirmed Jobs |
| Total Costs (staff costs only) | All internal cost, excluding Pitch | Completed Costs + Incomplete Costs |
| Client Billed Total | What has been invoiced to the client. Internal transactions are left out, and so are any with a blank or temporary (TBC) reference | Total of invoices, deposit invoices, reversals and deposit reversals |
| Margin | Quote against cost | (1 − Total Costs ÷ Quote Total) × 100. Shows 0 if Quote Total is 0 |
Ribbon F
| Field | Description | Calculation |
|---|---|---|
| Bid / Estimated / Invoiced Revenue | How much you are likely to bill the client. The heading changes depending on your data | Bid Revenue is your Quote Total. It becomes Estimated Revenue if a revenue prediction exists, or Invoiced Revenue if the invoiced amount is higher than the quoted amount or the Project is Sent To Accounts |
| Bid / Est. Spend (staff costs only) | How much you think you will need to spend. The heading changes depending on your data | Bid Spend is the estimated cost on your Confirmed and Completed Quotes. It becomes Est. Spend if a cost prediction exists |
| Estimated Margin | The profit margin you expected before you booked anything | (1 − Spend ÷ Revenue) × 100 |
| Booked Spend (staff costs only) | Total cost of all booked work, including unconfirmed, completed and costed. Unlike Ribbons D and E, Pitch work is included | Total internal cost of everything booked, in every status |
| Booked Margin | Your profit margin if you do the work exactly as booked | (1 − Booked Spend ÷ Revenue) × 100 |
| Booked Budget | How much of the estimated cost has been booked. Over 100% means you have booked more than you expected | Booked Spend ÷ Bid or Est. Spend × 100 |
| Completed Spend (staff costs only) | How much you have spent to date | Internal cost of work that is completed or invoiced |
| Completed Margin | Your profit margin if the Project wrapped today | (1 − Completed Spend ÷ Revenue) × 100 |
| Completed Budget | How much of the estimated cost has been completed so far | Completed Spend ÷ Bid or Est. Spend × 100 |
| Project Complete | How much of the Project has been completed so far | Completed Spend ÷ Booked Spend × 100 |
Percentages are rounded to 2 decimal places. A margin shows 0% if Revenue is 0, and a budget figure shows 100% if the figure it is divided by is 0.
Ribbon G
| Field | Description | Calculation |
|---|---|---|
| Value (Quoted / Invoiced) | Gross revenue. The heading tells you which. This ribbon needs the /showProjectSummaryProfitLoss, /showProject and /showStaffcosts permissions, or you will see a message instead | Quote Total (Confirmed and Completed Quotes). Switches to Invoiced (invoices, deposits and reversals on the Project) if that is higher, or if the Project is Sent To Accounts |
| Outside Costs | Planned external spend | Depends on how your Project tracks costs. Quote: the estimated cost of outside lines on the Quote. Purchase: the price of Purchase Order lines that are not cancelled. Manual: the value typed on the Project |
| Revenue | Net revenue | Value − Outside Costs |
| Inside Costs | Internal cost. Despite the label, this also includes outside cost lines in the ledger | Total internal cost of everything booked |
| Margin | Profit | Revenue − Inside Costs |
| Margin % | Profit as a share of Value | 100 − (Inside Costs ÷ Value × 100). Shows 100% if Value is 0 |
Ribbon H
| Column | Quoted (Costs) row | Project (Costs) row |
|---|---|---|
| Pitch Inside | Estimated cost of Pitch Quote lines that are inside costs (your own staff and equipment) | Internal cost of Pitch work that is an inside cost |
| Pitch Outside | Estimated cost of Pitch Quote lines that are outside costs (purchases, sundries, despatch and media) | Internal cost of Pitch work that is an outside cost |
| Non-Pitch Inside | Estimated cost of other Quote lines that are inside costs | Internal cost of non-Pitch work that is an inside cost |
| Non-Pitch Outside | Estimated cost of other Quote lines that are outside costs | Internal cost of non-Pitch work that is an outside cost |
| Live Total | Estimated cost of all lines on Confirmed and Completed Quotes | Total internal cost of everything booked |
See the Pitch Costs article for how to flag Pitch work.
Ribbon I
| Column | Total Booked row | Completed row |
|---|---|---|
| Revenue | Total yield across everything booked. Yield is revenue spread across the work by iCFM, not taken from the Quote | Yield on work that is completed or invoiced |
| Inside Cost | Internal cost of inside work. Costs are shown as negative numbers in red | Internal cost of inside work that is completed or invoiced |
| Outside Cost | Internal cost of outside work | Internal cost of outside work that is completed or invoiced |
| Total Cost | Total internal cost of everything booked | Total internal cost of work that is completed or invoiced |
| Total Profit | Revenue − Total Cost | Revenue − Total Cost |
| Margin | (Revenue − Total Cost) ÷ Revenue × 100, to 2 decimal places. Shows "-" if Revenue is 0 and 100 if cost is 0 | (Revenue − Total Cost) ÷ Revenue × 100, to 2 decimal places, for work that is completed or invoiced. Shows "-" if Revenue is 0 and 100 if cost is 0 |
Ribbon J
| Field | Description | Calculation |
|---|---|---|
| Quoted | Quoted price | Total of your Confirmed and Completed Quotes |
| Bid % (staff costs only) | Margin planned at Quote stage | 100 − (quoted cost ÷ Quoted × 100), as a whole number |
| Past Cost (staff costs only) | Cost of work already done | Internal cost of work with a work date before now |
| Future Cost (staff costs only) | Cost of work still to come | Internal cost of work with a work date of now or later |
| Total Cost (staff costs only) | All internal cost | Total internal cost of everything booked |
| Booked % (staff costs only) | Margin on what is booked | 100 − (Total Cost ÷ Quoted × 100), as a whole number |
| Invoiced | What has been invoiced to the client. Unlike Ribbons D and E, internal transactions and those with a temporary (TBC) reference are not left out | Total of invoices, deposit invoices, reversals and deposit reversals |
| B/A | Billing Approvals | Total of Billing Approvals |
| Paid | Invoices the client has paid | Total of invoices, deposit invoices, reversals and deposit reversals that are marked as payment received |
| Invoiced % (staff costs only) | Margin on what is invoiced | 100 − (Total Cost ÷ Invoiced × 100), as a whole number |
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