How to analyze the bonuses / mali by customer and business to evaluate the FAE (invoices to be established) or the PCA (deferred income)?

The concept of Boni / mali, equal to the difference between "invoices issued" and "time spent valued at the sale price", allows you to make sure that you have not forgotten to invoice a customer.< /p>

You can typically use the "Summary of Achievements by Deal" report to view:

  • the total time spent for all employees combined,
  • the valuation of this time spent according to the hourly rates of employees,
  • the total of invoices issued over the period,
  • the Boni / Mali, isolating if you wish the Boni / Mali related to time and that related to costs.
Tempolia screenshot: The boni-mali analysis report used to prepare accruals, deferrals, and adjustments.
The boni-mali analysis report used to prepare accruals, deferrals, and adjustments.
Tempolia screenshot: Prepared invoices used for accrual analysis.
Prepared invoices used for accrual analysis.

The "Details of achievements" report allows you to perform more in-depth analyzes by filtering certain data.

Tempolia screenshot: Matter budget comparison for profitability.
Matter budget comparison for profitability.

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