Re: Gross Profit Reporting

From
Beth Ann Rosario <bethann.rosario@thekey.com>
To
Kimberly Guerci <kguerci@thekey.com>
CC
Audra Williams <audraw@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Tue, 12 Dec 2023 09:55:55 -0500
Folder
INBOX
--000000000000fcf965060c513fd8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Agree with Kim, what we see in clearcare needs to reflect what we see on the P&L...clearcare gross profit is used very often and is our guiding light but not the data used when finalizing. Hard to capture a clear picture of the actuals. Beth Ann Rosario *Mid Atlantic Regional Director * *919.899.5543* [image: TheKey] On Tue, Dec 12, 2023 at 9:52=E2=80=AFAM Kimberly Guerci wrote: > I use the CC gross profit report and the summary report. If they are > creating a report, it definitely needs to have the ability to drill down > and the OT needs to be correct. The gross profit report does not capture > OT correctly(or so I am told) and we are really flying blind until we see > the P&L almost 6 weeks later. > > On Tue, Dec 12, 2023 at 9:28=E2=80=AFAM Audra Williams wrote: > >> I have a meeting with Elizabeth Clark as I believe they are going to try >> to build a new gross profit report out of Netsuite. I wanted to get some >> thoughts without assuming prior to meeting and can also bring you all to >> the table if needed! >> >> Can you tell me how you and when use the Gross Profit report in detail, >> what gaps there are and what you want captured? >> >> Do you want to see it simplified like it use to be in ClearCare as well >> as have a view that you can drill down? >> >> Best, >> >> Audra Williams >> Director, Divisional Operations >> *Please note my email has changed:* >> audraw@TheKey.com >> >> (425) 757-7027 >> TheKey.com >> [image: TheKey] >> > --000000000000fcf965060c513fd8 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Agree with Kim, what we see in clearcare needs to reflect= =C2=A0what we see on the P&amp;L...clearcare gross profit is used very ofte= n and is our guiding light but not the data used when finalizing. Hard to c= apture a clear picture of the actuals.=C2=A0 = Beth Ann Rosario Mid Atlant= ic Regional Director=C2=A0 919.899.5543 O= n Tue, Dec 12, 2023 at 9:52=E2=80=AFAM Kimberly Guerci &lt; kguerci@thekey.com &gt; wrote: I use the CC gross pr= ofit report and the summary report.=C2=A0 If they are creating a report, it= definitely needs to have the ability to drill down and the OT needs to be = correct.=C2=A0 The gross profit report does not capture OT correctly(or so = I am told) and we are really flying blind until we see the P&amp;L almost 6= weeks later.=C2=A0=C2=A0 On Tu= e, Dec 12, 2023 at 9:28=E2=80=AFAM Audra Williams &lt; audraw@thekey.com &gt; wrote: I have a meeting with Elizabeth Clark as I believe they are= going to try to build a new gross profit report out of Netsuite. I wanted = to get some thoughts without assuming prior to meeting and can also bring y= ou all to the table if needed! =C2=A0Can you tell = me how you and when use the Gross Profit report in detail, what gaps there = are and what you want captured? Do you want to see= it simplified like it use to be in

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