How Can I Use Profit Tracker to Track My Job Costs in JobNimbus?

Learn how to use Profit Tracker to track the cost of your jobs, view important financial metrics, track and pay commissions, and control access to Profit Tracker.

On This Page

• Using the Profit Tracker
  • Video Overview 
  • Importing Estimates
  • Importing Material Orders
  • Importing Work Orders
• Viewing Cost
  • View More Metrics
• Commissions
  • Video Overview
  • Setting Default Commissions
  • Applying Commissions

• Setting Profit Tracker Access

---

Profit Tracker

The Profit Tracker feature allows you to track Job costs by importing your JobNimbus financial documents, offering you a quick glance of your revenue, profit margins, and more all in one tool.

 

Video Overview

Using the Profit Tracker

Navigate to the desired Job and select the Profit Tracker tab.

Importing Estimates

In the top right corner, select the Settings option.

 

Select the Estimate Icon from the menu on the left of the settings window. Here, you can:

1. Search for Estimates by entering the Estimate number. 
2. Select one or more Estimates to add to your Profit Tracker by checking the box.
3. Choose to import your Estimate(s) with individual line items or with price only.
4. Once you have selected the Estimate(s) and your preferred import option, click the Add Estimates button to import them into your Profit Tracker.
5. If you do not have an Estimate that you wish to import, you can instead manually enter your planned revenue.

Importing Material Orders

To import Material Orders, select the Settings option in the top right corner.

Select the truck icon from the menu on the left of the settings window. Then, select the Material Order(s)  you would like to import. Once you are done, select Add Material Orders. 

Importing Work Orders

To import Work Orders, select the Settings option in the top right corner.

Select the tool icon from the menu on the left of the settings window. Then, select the Work Order(s)  you would like to import. Once you are done, select Add Material Orders. 

---

Viewing Cost 

In the Cost section, you will see the line items of each of the documents you have imported. In this view you can:

1. Group items by manually sorting them into sections by leaving the dropdown on Manual Section, or select the Cost Type option to have your items automatically sorted into separate sections for Material and Labor.
2. Edit your section name (Manual Section option only).
   1. Note: If you are importing multiple documents, each document will import as it's own section. We recommend naming each section to avoid confusion.
3. View the planned total and actual total.
4. Duplicate or delete your section.
5. Drag and drop by selecting the six dots on the left of the item name to reorder line items, view which estimate the item is linked to by clicking the blue link icon on the right side of the item row, or delete items by clicking the three dots and selecting delete.
6. Add Line Items (Manual Section option only).
7. Add Section (Manual Section option only).

View More Metrics

Once you have added your financial documents or manually entered the price, you can see the imported or entered numbers at the top of the screen.

If the numbers displayed here are not as expected, select the View More button to see more Profit Tracker metrics.

In the View More sidebar, you will find additional metrics.

Here, you can also click and drag the various metrics cards to change your view of the Profit Tracker metrics. 

Once you drag the chosen metric to the Favorites section, it will be visible in the featured metrics at the top of the Profit Tracker page. You may have up to five metrics cards in the Favorites section at a time. 

---

Commissions

Within the JobNimbus Profit Tracker, you can track commissions for your sales reps using the Commissions feature.

Video Overview

Setting Default Commissions

To set default Commissions, click on your profile picture or initials in the top right corner. 

Then, select the Financials tab, and select the Commissions option.

If you have not yet set up a default Commission, you will see this screen. Click on the Build Your Commission Structure button.

Here, you can:

1. Assign the Commission to the Job or Contact Salesperson or leave it unassigned.
2. Add a Description to clarify the role of the person you want to assign the Commission.
3. Select a Commission Type. You can choose between Planned Revenue, Planned Profit, or Flat Fee.
4. Enter a Commission Rate.
5. Remove a Default Commission.
6. Add an additional Commission.
7. Save your Default Commission settings.

---

Applying Commissions 

Within the Profit Tracker, click on the Commissions button on the top of the page.

Here, your Default Commission settings will auto-populate with the assigned Sales Rep or as Unassigned (depending on what you chose in the Default Commissions section). You can also add an additional Commission by clicking the Add Commission button.

When adding a commission, you can add the user you want to pay the commission to, their role, the type of commission you want to pay them, as well as the percentage rate and dollar amount total.

To add a payout, select the down arrow to the right of the desired commission. Then, select Add Payout.

In the resulting dropdown, you can update the payout status, enter the payout date and description, and add the payout amount.

Once you have added the payout for the salesperson, you can click the blue View More button  at the top of the page to see the calculated totals with your commissions included.

When adding payouts, amounts that have not yet been paid will affect the Planned Cost and Planned Profit metrics in your Metrics sidebar. Payouts that have been marked as paid will affect the Actual Cost and Actual Profit metrics.

---

Setting Profit Tracker Access

In order to view and edit who has access to the Profit Tracker, go to your account Settings by clicking on your profile picture or initials in the top right corner of your web page and selecting Settings.

Once there, select Admin Settings, then select  Access Profiles on the left-hand menu. 

From there, select the three dots next to the Access Profile you want to view or edit and select Edit.

Here, you can adjust the Budgets/Profit Tracker slider to No Access, View, Create & Edit, or Delete.

Once you have selected the access you would like them to have, select the blue Save button in the bottom right of the Edit Profile window to save your selection.