When you analyze your production indicators, you may notice differences between the amounts displayed in your widgets and those present in your project lists. These differences are normal and can be explained by distinct calculation logics between these two tools.
This article presents the main cases where these differences appear, to help you correctly interpret your data.
Case 1: Filtering by Business Unit
What happens?
When you filter your data by Business Unit, the widgets and project lists may display different amounts because they apply distinct calculation logics.
How do widgets filtered by BU work?
Widgets like "Gross Margin produced by BU" or "Gross Margin produced over the period VAT excl." calculate only the production amounts distributed over the selected Business Unit.
Concrete example:
Project X: 10,000€ of Gross Margin
Distribution: 60% BU A / 40% BU B
50% progress over the period
Result in widgets:
Widget "Gross Margin produced" filtered on BU A → 3000€
Widget "Gross Margin produced" filtered on BU B → 2000€
The widgets perform a sum of production amounts distributed over the BU, according to the progress realized.
How do project lists filtered by BU work?
Project lists display all projects that contain at least one distribution over the selected Business Unit, with the total production amount of the project.
Concrete example (same project):
Project X: 10,000€ of Revenue
Distribution: 60% BU A / 40% BU B
50% progress over the period
Result in lists:
List filtered on BU A → displays 10,000€
List filtered on BU B → displays 10,000€
To go further
To remember
The differences between widgets on Revenue / Gross Margin produced and project lists are explained by distinct calculation logics: widgets filtered by BU calculate the production based on the prorated gross margin distributed over each Business Unit, while lists display projects containing at least one distribution over the selected BU. Check the "Check Gross Margin" indicator in your lists to ensure the distribution of gross margin among your BUs concerning the project's Gross Margin is correct.