Encore Strategic Financial Benchmark

The 17 Encore Strategic Financial Benchmark metric calculations provide insight into a company's Financial KPIs. These metrics calculations provide the quarterly and monthly overall profitability, and the employees' contribution over revenue and net operating income by using data derived from Expenses, Revenue, and Employee count.

  Product Margin % 

    A column chart showing Product Margin percentages by quarter and monthly layout of the selected range.

    Product Margin is product revenue minus product cost of goods sold(COGS) expressed as a percentage of product revenue.

    Calculation: (Product Revenue - Product COGS)/ Product Revenue

  Percent of Services to Total Revenue

    A column chart showing the Percent of Services to Total Revenue percentages by quarter and monthly layout of the selected range.

    Percent of Services to Total Revenue is Total Service Revenue expressed as percentage of Total Revenue.

    Calculation: Service Revenue / Total Revenue

  Service Gross Profit Margin

    A column chart showing  Service Gross Profit Margin percentages by quarter and monthly layout of the selected range.

    Service Gross Profit Margin is service revenue minus service cost of goods sold(COGS) expressed as a percentage of service revenue.

    Calculation: (Service Revenue - Service COGS) / Service Revenue

  Percent of Recurring Revenues to Total Service Revenue

    A column chart showing the Percent of Recurring Revenues to Total Service Revenue percentages by quarter and monthly layout of the selected range.

    Percent of Recurring Revenues to Total Service Revenue is Recurring Service Revenue expressed as a percentage of Total Service Revenue.

    Calculation: Recurring Service Revenue/ Total Service Revenue

  Percent of Project and Installation Revenue to Total Service revenue

    A column chart showing  Percent of Project and Installation Revenue to Total Service revenue percentages by quarter and monthly layout of the selected range.

    Percent of Project and Installation Revenue to Total Service revenue is Project and Installation Revenue expressed as a percentage of Total Service Revenue.

    Calculation: Project Revenue / Total Service Revenue

  Percentage of Other Non-Recurring Revenue to Total Service revenue

    A column chart showing  Percentage of Other Non-Recurring Revenue to Total Service revenue percentages by quarter and monthly layout of the selected range.

    Percentage of Other Non-Recurring Revenue to Total Service revenue is Other Non-Recurring Revenue expressed as a percentage of Total Service Revenue.

    Calculation: Other Non-Recurring Revenue/ Total Service Revenue

  Percent of Service Salaries to Service Revenue

     A column chart showing  Percent of Service Salaries to Service Revenue percentages by quarter and monthly layout of the selected range.

     Percent of Service Salaries to Service Revenue is Service Salaries expressed as a percentage of Total Service Revenue.

    Calculation: Technician Salaries/ Service Revenue

  Sales Salaries and Commissions as a Percentage of Revenue 

     A column chart showing  Sales Salaries and Commissions as a Percentage of Revenue percentages by quarter and monthly layout of the selected range.

     Sales Salaries and Commissions as a Percentage of Revenue are Sales salaries plus commission expressed as a percentage of Total Revenue.

    Calculation: (Salaries + Commissions)/ Total Revenue

  Advertising and Marketing as a Percentage of Revenue

     A column chart showing  Advertising and Marketing as a Percentage of Revenue percentages by quarter and a monthly layout of the selected range.

     Advertising and Marketing as a Percentage of Revenue is advertising expense plus marketing expense expressed as a percentage of Total Revenue

    Calculation:  (Advertising + Marketing) / Total Revenue

  Admin as a Percentage of Revenue

     A column chart showing  Admin as a Percentage of Revenue frequency by quarter and monthly layout of the selected range.

     Admin as a Percentage of Revenue is Admin Expenses expressed as a percentage of Total Revenue

    Calculation: Total Admin Expenses / Total Revenue

  Gross Profit after sales expense

     A column chart showing  Gross Profit after sales expense frequency by quarter and monthly layout of the selected range.

     Gross Profit after sales expense is Total Revenue less Total Cost of goods sold minus sales expenses.

    Calculation: (Total Revenue - COGS) - Sales Expenses 

   Service Revenue per Service Person

      A column chart showing  Service Revenue per Service Person frequency by quarter and monthly layout of the selected range.

      Service Revenue per Service Person is a ratio that roughly measures service revenue generated by each service person.

    Calculation: Service Revenue / Service Person Count

  Revenue per Employee

      A column chart showing  Revenue per Employee frequency by quarter and monthly layout of the selected range.

      Revenue per Employee is a ratio that roughly measures revenue generated by each employee.

     Calculation: Revenue / Employee Count

  Net Operating Profit Per employee

     A column chart showing  Net Operating Profit Per employee frequency by quarter and monthly layout of the selected range.

     Net Operating Profit Per employee is a ratio that roughly measures Net Operating Profit generated by each employee.

    Calculation: (Revenue - (COGS + Expense + Depreciation + Amortization)) / Employee Count

  Net Operating Income

     A column chart showing  Net Operating Income percentages by quarter and monthly layout of the selected range.

     Net Operating Income is Total Revenue minus Cost of Goods Sold(COGS),Expenses,Depreciation and Amortization.

    Calculation:  Revenue - (COGS + Expense + Depreciation + Amortization)

  Days Sales Outstanding(DSO)

     A column chart showing Days Sales Outstanding percentages by quarter and monthly layout of the selected range.

     Days Sales Outstanding is a measure of the average number of days that it takes a company to collect payment for a sale

    Calculation: Accounts Receivable / Average Accounts Receivable