In the Standard list, which is the most detailed list, you can see the following information per part and month: Quantity of sold parts, invoice Amount for sold parts, the CM (contribution margin) and the CR (contribution ration). You will also see - for each part - the total per year and a total Quantity, total Amount and total CM. The columns Quantity, Amount and CM show a total per column. The CR, however, shows - per row - the CM portion as a percentage of the invoice amount.

Sample of a Standard list classified by Part number.

This list shows the same information as the Standard list, with the additions of the columns Budget and Percent (%). The budget shows the budgeted amount for the period. The Percent column shows the relationship between the budget and the result.

Sample of a Standard list, including budget.

In the Only total / year list, each row shows information per part and year: Quantity of sold parts, invoice Amount for sold parts, the CM (contribution margin) and the CR (contribution ration) for the year. And at the bottom of the list you see the total Quantity, Amount and CM, as well as the total CR. In this list you can also view the budget.

Sample of an Only total / year list.

In the Only total list, each row shows the following information per part: Quantity of sold parts, invoice Amount for sold parts, the CM (contribution margin) and the CR (contribution ration). This list does not show any information per month or year. In this list you can also view the budget. You can view the list in chart form.

Sample of an Only total list.

• P code is the part code that was configured for this part.

• Cat is the part category to which the part belongs.
• Prod.grp is the product group to which the part belongs.
• Qty is the total quantity of sold parts. This is shown in the list as a total per column.
• Budget is the budgeted amount for the period.
• Amount is the invoice amount of sold parts. This is shown in the list as a total per column.
• % is the result (amount) in relation to the budget.
• CM is the contribution margin. The CM is calculated here as the part’s invoice amount minus the part’s standard price. If all your overhead costs are included in the standard price, the CM represents your profit. The CM is shown in the list as a total per column. However, if only a portion of your overhead is included in the standard price, then the CM should be considered as a contribution to the overhead plus any profit, if applicable.
• CR is the contribution ratio. The CR is shown here as the CM portion as a percentage of the invoice amount of sold parts. The CR is entered as a percentage.