See Profitability by Route

By Route groups the Profitability report by your saved routes. Each route shows the revenue, materials, labor, drive cost, visits, and gross margin of its stops for the season, so you can see which routes pay for their driving and which ones lose money. Sites that are on no route are totalled in a Not on a route row, so the report still adds up to the same Portfolio Total as By Site.

Switch to By Route

1. 1

   Open the report

   Go to ReportsProfitability per Site. It is in the Financial group.

2. 2

   Choose By Route

   Under Group By, click By Route. The title changes to Profitability per Route. The choice only appears when you have at least one active saved route.

3. 3

   Set the filters

   Season, Work Type, Customer, Revenue Basis, and the compare season work exactly as they do By Site. A Work Type filter keeps only the stops for that work type, and drops a route left with none. A Customer filter lists only the routes that serve that customer's sites.

4. 4

   Read the table and act

   The chart ranks routes by gross margin. Sort any column by clicking its header. Click a route's name to open it under Dispatch → Saved Routes in a new tab.

5. 5

   Export or ask Soliven

   Export → Download CSV includes every route, not just the page on screen. Under Ask Soliven, Which Routes Make or Lose Money and Routes to Densify or Split read the By Route numbers.

How a Route Gets Its Numbers

A route is a list of stops, and a stop is a site and a work type. A pool on a Tuesday cleaning route and on a separate repair route is a stop on each, and each route gets only its own work type's numbers.

• Today's stops, the whole season. Visits are not recorded against the route they ran on, so the report uses each route's stops as they are set now. A site added to a route mid-season brings its whole season with it, and a site taken off a route moves to Not on a route.
• Which routes count. Active routes that run Ongoing (year-round), plus routes made for One season when that is the season you picked. Draft and archived routes are left out, because archived routes are often copies of live ones and would claim the same stops.
• One route per stop. When two routes list the same stop, the one that booked more of its visits that season counts it. Booked means the visits were put on the calendar from that route and not cancelled. If neither booked more, a route made for the season comes first, then the rest in name order. The other route shows the stop under Stops as shared, and the info icon beside it names each site and the route that counts it.
• Revenue with no work type. An invoice for a site with no completed visit that season has no work type to follow. It goes to the routes that visit the site, split by the cost each carries there, or to Not on a route when no route visits it.

Columns

Verify It Worked

Switch between By Site and By Route with the same filters. The Portfolio Total row shows the same revenue, cost, gross profit, and margin in both. If a route looks low, check its Stops cell for shared stops counted on another route.