Introduction to Profitability Reporting in PSOhub

Published: 1 June 2026

Audience

Admin
Controller
Project Manager

Objective

Understand what profitability reporting is in PSOhub, how the two types of profitability reports work, and what business questions they help you answer.

Introduction

Profitability reporting in PSOhub gives you immediate visibility into whether your quotes and projects are financially on track. Rather than waiting until a project closes to understand its financial outcome, PSOhub allows you to monitor profitability at every stage — from the initial quote through to final delivery.

⚠️ Important: Your profitability report data is also available in the PSOhub OData feed for use in custom reporting tools such as Power BI or Excel.

Two Types of Profitability Reports

PSOhub provides two profitability reports, each serving a different purpose.

Estimated profitability

The estimated profitability report is based on the budgeted hours, roles, and rates defined during the quoting or project setup phase. It is available at both the Quote level and the Project level.

Use this report to assess whether your project is set up to be profitable before work begins — and to make adjustments to pricing, scope, or resource allocation while you still can.

Actual profitability

The actual profitability report compares real project revenue against the real costs incurred during delivery. It shows each project's total profitability based on time booked, expenses logged, and invoices generated.

Use this report to understand how a project actually performed versus how it was planned.

What the Profitability Report Tells You

The profitability report is designed to help you answer the key questions that determine whether a project is financially healthy:

Did Sales under-sell the project?
Is your pricing model accurate — including price, quantity, variable costs, and fixed costs?
Was the work effort underestimated?
Did the scope change in a way that affected profitability?
Did your resources have the right skill sets to deliver the work efficiently?

By reviewing these questions regularly — at the quote stage, during delivery, and at project close — your team can make informed decisions before small issues become significant financial problems.

Where to Find Profitability Reports

Profitability reports are available at two levels in PSOhub:

Quote level — view estimated profitability before a quote is signed to validate your pricing and margin.
Project level — view both estimated and actual profitability as the project progresses and after it closes.

Next Steps

✅ View estimated profitability on a quote
Review your quote's profitability before sending it to the customer to ensure your pricing is sound. Estimated profitability on a quote in PSOhub

✅ View profitability on a project
Monitor actual versus estimated profitability as your project progresses.
Project profitability reporting in PSOhub

✅ Explore the PSOhub OData feed
Connect your profitability data to Power BI or Excel for custom reporting and analysis.
PSOhub OData Reference