How does the post-calculation report work in Cavalato?
How does the post-calculation report work in Cavalato?
You can find the post-calculation report in Cavalato under the “Repair” tab – “Post-calculation.” The post-calculation report provides insights into the quality of the created estimation.
In this FAQ, we show you an example of what the post-calculation report might look like.
Data will only be displayed in the post-calculation tab if an “RO” estimation has been selected under the “Estimation” tab. If no “RO” estimation is selected, the report will be empty.
You will get an overview of tasks, parts, extras, and external services (if applicable).
At the bottom of the post-calculation page, you can find the totals.
But how exactly are these amounts calculated? We go over this with you in the following steps.
We start at 'Time Estimation' in the 'Tasks' tab. Here, you can find the times from your 'HO' estimation.
As soon as time entries are recorded via time tracking on the job, we automatically fill in the 'Time worked' column. If anything is modified through the "Follow-up" tab, we adjust the worked time in the post-calculation report in real-time.
In the 'Time Difference' column, we show the difference between the estimated time and the worked time. Did you work longer than the time indicated in the estimation? Then the value will be marked in red. Did you work less? Then the value will be shown in green. You can also find the total difference at the bottom of the column.
In the 'Amount estimation ' column, you’ll find amounts calculated based on the estimation (time) and the hourly rate entered at the employee level.
The post-calculation amount will always be set to '0' by default.
At the top of the dropdown menu, you can select a rate. This rate will be applied to the worked time and populate the 'Post-calculation Amount' column. Is this list empty or is a certain rate missing? Be sure to check our FAQ: How can I create a new rate list?
In 'Amount Difference', we automatically calculate the difference between the estimation amount and the post-calculation amount (based on the selected rate). We use the color red when the post-calculation amount is higher than the estimation amount and green when the estimation amount is higher than the post-calculation amount.
By pressing the icon below, you can filter for negative amounts. This way, you can instantly see which lines resulted in a loss.
In the next tab 'Parts', we show you a column with the 'Estimation Amount'. These are the part prices as entered in the estimation.
In 'Post-calculation Amount', we show the sales prices that were entered at the order level.
In the example below, we show which prices are transferred to the post-calculation. It is important to always enter these at the order level.
Under 'Extras', you can find the extra items from the estimation. If no other value is known, we will automatically carry over the amounts from the 'Estimation Amount' column to the 'Post-calculation Amount' column.
At the bottom, you’ll find the totals. Here too, we show the difference in green (positive) or red (negative).
Through the 'Factor' field, you’ll have the option to apply a factor to the hours (= worked hours) in the post-calculation estimation. If you click 'Create Post-calculation', Cavalato will take the selected rate and factor into account (entered at the top right of the screen). By default, the factor is set to 1. If you decrease the factor, the hours will be reduced. If you set the factor to 2, for example, the hours will be doubled.
Did you know you can create an estimation from the post-calculation report? Click the button below to export the post-calculation to an estimation.
A new estimation will automatically be created in the "Repair" - "Estimation" tab with the name 'Post-calculation'. Only the items that have an amount filled in the 'Post-calculation Amount' column will be included in the estimation.
