Video guide · Payroll and financeProfessional plan

How Analytics and the annual summary work in TracefyHR

Analytics turns your payroll, expenses and revenue into clear charts for the year. In this short video you see salaries versus expenses, your top expense categories and employee profitability, then the annual summary rolls up the whole year and exports to Excel month by month.

0:52 long
For managers
English captions and transcript

What you'll learn

How the Revenue vs Expenses chart shows your year month by month
Where your money goes: salaries versus expenses, and your top expense categories
How employee profitability compares each person's salary cost with the revenue you record for them
What the annual summary shows: revenue, expenses, net profit and headcount cost for the year
How to export the whole year to Excel as a month by month summary

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Analytics and reports

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Transcript

The full narration of the video. Select a time to jump to that moment.

0:00What Analytics shows

0:01Board meeting next week? Your numbers are already done.

0:06Analytics turns your payroll, expenses and revenue into clear charts.

0:13See where the money goes: salaries versus expenses, and your top expense categories.

0:20Employee profitability compares each person's salary cost with the revenue you record for them.

0:26Annual summary and Excel export

0:27The annual summary rolls up the whole year: revenue, expenses, profit and headcount cost.

0:35Export the whole year to Excel, month by month.

0:40Reports your accountant and your board can read, without building a spreadsheet.

0:46Click Export Excel to download your first report.

Common questions

What does TracefyHR Analytics show?

Four charts for the year you pick: revenue versus expenses over 12 months, salaries versus expenses, employee profitability and your top expense categories. They are built from your payroll, your approved team expenses and the revenue you record.

How is employee profitability calculated?

It compares each person's salary cost, which is their net pay, with the revenue you record for them in payroll. The chart is only as complete as the revenue you enter.

Can I export my reports to Excel?

Yes. Click Export Excel on the Analytics or Annual Summary page to download the year's profit and loss summary, month by month. The file holds the numbers, not the charts.

Which plan includes Analytics?

Analytics is part of the Professional plan, $49 a month for up to 250 employees. Every plan starts with a 30-day free trial and no credit card is required.

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