Optimize tracking & management of CPA tasks with our comprehensive Excel template - streamlining reports for jobs' scope, cost, status, revenue, and duration.
1
Determine scope, purpose, and period for report
2
Collect data including completed jobs, ongoing jobs and quoted jobs
3
Approval: Data Collection
4
Identify additional information needed
5
Record job details including job name, client and start date
6
Calculate duration of each job
7
Calculate cost for each job
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Calculate revenue for each job
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Calculate job status (completed, in process, quoted)
10
Input data into Excel template
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Approval: Data Input
12
Calculate summary statistics
13
Generate graphs and charts
14
Perform quality check on entered data
15
Review overall report
16
Approval: Report Review
17
Generate final report
18
Send final report to management
19
Store final report in protected data storage
20
Archive raw data collected
Determine scope, purpose, and period for report
This task involves identifying the scope, purpose, and period for the report. It is important to determine what information should be included, why the report is being created, and the timeframe to be covered. The outcome of this task will provide clarity on what needs to be collected and analyzed in the following steps.
Collect data including completed jobs, ongoing jobs and quoted jobs
This task is about gathering data on completed jobs, ongoing jobs, and quoted jobs. Ensure to collect detailed information about each job, such as job name, client, start date, duration, cost, revenue, and status. The information collected will form the basis for further analysis and reporting.
Approval: Data Collection
Will be submitted for approval:
Collect data including completed jobs, ongoing jobs and quoted jobs
Will be submitted
Identify additional information needed
This task involves identifying any additional information that may be needed for the report. It could include specific details about jobs or any other relevant information required for an accurate and comprehensive report.
Record job details including job name, client and start date
This task involves recording job details such as job name, client, and start date. Ensure to capture accurate and complete information for each job.
Calculate duration of each job
This task is about calculating the duration of each job in terms of days. It is important to accurately determine the time taken for each job as it provides insights into productivity and efficiency.
Calculate cost for each job
This task involves calculating the cost for each job. It is essential to accurately calculate the expenses associated with each job to understand its financial impact.
Calculate revenue for each job
This task is about calculating the revenue generated from each job. It is crucial for understanding the profitability of each job and its contribution to the overall financial performance.
Calculate job status (completed, in process, quoted)
This task involves calculating the status of each job, whether it is completed, in process, or quoted. It provides a clear understanding of the current stage of each job.
1
Completed
2
In process
3
Quoted
Input data into Excel template
This task is about entering the collected data into an Excel template. Accuracy and attention to detail are crucial to ensure that the data is correctly recorded and can be used for further analysis and reporting.
Approval: Data Input
Will be submitted for approval:
Input data into Excel template
Will be submitted
Calculate summary statistics
This task involves calculating summary statistics based on the collected data. It could include metrics such as average duration, total cost, and total revenue. These statistics provide a concise overview of the overall performance.
Generate graphs and charts
This task is about creating graphs and charts based on the collected data. Visual representations can provide insights into trends, comparisons, and patterns, making the report more engaging and understandable.
Perform quality check on entered data
This task involves performing a quality check on the entered data. It is essential to ensure that the data is accurate, complete, and error-free before proceeding with further analysis and reporting.
1
Verify job names
2
Check for missing data
3
Cross-check calculations
Review overall report
This task involves reviewing the overall report to ensure its accuracy and completeness. It provides an opportunity to identify any gaps or errors before finalizing the report.
Approval: Report Review
Will be submitted for approval:
Review overall report
Will be submitted
Generate final report
This task is about generating the final report based on the collected data, calculations, and analysis. The report should be well-structured, visually appealing, and include key insights and findings.
Send final report to management
This task involves sending the final report to management. It is important to ensure timely delivery and provide any necessary context or explanations to facilitate understanding and decision-making.
Store final report in protected data storage
This task involves storing the final report in a protected data storage system. Data security and confidentiality are of utmost importance, and appropriate measures should be taken to ensure the report is securely stored and accessible only to authorized personnel.
Archive raw data collected
This task involves archiving the raw data collected for future reference. It is important to maintain a record of the original data to support the report and enable verification if needed.
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