Sales Order Profitability Export
The Sales Order Profitability export provides the revenue, material-cost, and labor-time inputs needed to analyze profitability outside Velosity. It is available from Sales Orders > Export > Profitability (Completed).
Scope and download
The export includes only Sales Orders whose status is COMPLETED. By default, it includes completed orders created from January 1, 2025 through the current date.
The report runs in the background. The progress page refreshes less frequently as the job runs, and opens an Export completed page when the file is ready. That page provides two downloads:
- Download CSV downloads the profitability data.
- Download log downloads a text file with the export queue, start, completion, and error details.
Each CSV row represents one Production Order associated with an included Sales Order. An order without an associated Production Order does not produce a row.
Calculation method
This is a Sales Order-to-Production Order task comparison. Each CSV row represents a Sales Order line-item task that is associated with a Production Order. The export compares the Sales Order plan with the matching Production Order task, matched by task number.
| CSV value | Source and calculation |
|---|---|
| Sales Order Planned Labor Hours | The Sales Order line-item task's planned minutes divided by 60. |
| Production Order Planned Labor Hours | The planned minutes of all matching Production Order tasks, divided by 60. |
| Actual Labor Hours | The actual minutes recorded for matching Production Order tasks, divided by 60. |
| Production Plan Variance Hours | Production Order planned minutes minus Sales Order planned minutes, divided by 60. |
| Actual Variance Hours | Actual minutes minus Sales Order planned minutes, divided by 60. |
| Inferred Task Shop Rate | The task's effective hourly rate. Velosity derives it from the Sales Order task cost and planned time. When that rate is unavailable, it uses the matching task definition's hourly rate, then the average available task-definition rate. |
| Actual Labor Variance Cost | Actual Variance Hours * Inferred Task Shop Rate. |
| Sales Order Labor Variance Cost | The sum of Actual Labor Variance Cost for all exported tasks on the Sales Order. |
| Sales Order Planned Gross Profit | The Sales Order's net gross profit before the actual-labor variance adjustment. |
| Sales Order Adjusted Gross Profit | Sales Order Planned Gross Profit minus Sales Order Labor Variance Cost. |
| Comparison Status | MATCHED when the task is present on the Production Order; otherwise MISSING_FROM_PRODUCTION. |
The CSV also includes Sales Order, Production Order, customer, product, warranty, and date fields so the values can be grouped or reconciled. Received UTC is the Sales Order creation date.
How the shop rate is inferred
The export calculates an hourly shop rate separately for each Sales Order task. It uses the first available source in this order:
- Sales Order task rate. When the Sales Order task has both planned time and cost, the rate is calculated as:
task rate = task cost * 60 / planned minutes
-
Task definition rate. If the Sales Order task cannot provide a rate, Velosity looks for a task definition with the same task name and uses its configured hourly rate.
-
Average task-definition rate. If there is no matching task definition rate, Velosity uses the average of the available task-definition hourly rates.
This inferred rate is the rate used to value the actual labor variance. It is not a new rate written back to the Sales Order, Production Order, or task definition.
How variance is calculated
All source times are stored in minutes. The CSV reports hours, rounded to two decimal places. For each matched task:
Production Plan Variance Hours = (Production Order planned minutes - Sales Order planned minutes) / 60
Actual Variance Hours = (Actual minutes - Sales Order planned minutes) / 60
Actual Labor Variance Cost = Actual Variance Hours * Inferred Task Shop Rate
A positive variance means more time than the Sales Order plan. A negative variance means less time than the Sales Order plan. The Sales Order Labor Variance Cost is the total of Actual Labor Variance Cost across the Sales Order's exported tasks. It is subtracted from the Sales Order Planned Gross Profit to produce Sales Order Adjusted Gross Profit.
For example, assume a task has 6.00 Sales Order planned hours, 7.00 Production Order planned hours, 8.50 actual hours, and an inferred shop rate of $85.00 per hour:
Production Plan Variance Hours = 7.00 - 6.00 = 1.00
Actual Variance Hours = 8.50 - 6.00 = 2.50
Actual Labor Variance Cost = 2.50 * $85.00 = $212.50
The $212.50 is included in the Sales Order Labor Variance Cost and reduces the Sales Order Adjusted Gross Profit by the same amount.
Using the data
Use a positive variance to identify tasks where actual time exceeded the Sales Order plan. A missing Production Order task is retained in the export with a MISSING_FROM_PRODUCTION status so omissions can be reviewed rather than silently excluded.