Track Revenue

View Revenue

Revenue can be viewed and managed either from the Revenue menu or from the "Revenue" tab on an Client or Job page.

Each of these pages function the same way however they provide a different level of information:

• Revenue menu: View and edit all revenues across the account.
  
• Revenue tab under a Client: View and edit all revenues linked to that client.
  
• Revenue tab under a Job: View and edit all revenues linked to that job.
  

Revenue records may include different fields depending on the selected Placement Type:

• Permanent: Used for permanent placements, where revenue can be calculated from the salary offered and fee percentage.
• Contract / Temporary: Used for contract or temporary placements, where revenue and gross margin are calculated from bill rate and pay rate.
• Others: Used for revenue that does not follow a standard permanent or contract calculation.

Revenue Table

The Revenue table displays revenue records created in Manatal and also includes the Placement Type of each revenue record.

Placement Type values may include:

• Permanent
• Contract / Temporary
• Others

This helps users identify how each revenue record was created and whether it follows a permanent placement, contract placement, or manual revenue workflow.

Add Revenue

1. Head to the following page. Alternatively, click on "Revenue" from your side menu.

   Note

   This operation can also be performed under the "Revenue" tab of a Client or Job.

   

2. Click on "Add Revenue".
   

3. Select a "Placement type".
   The Placement type defines how the revenue will be entered or calculated.
   Available options are:

   • Permanent
   • Contract / Temporary
   • Others

   Once a Placement type is selected, the form will update to show the relevant fields for that type.
   

Add Revenue for a Permanent Placement

After selecting "Permanent", enter the following information:

• Salary offered: The salary offered to the candidate.
• Fee %: The fee percentage applied to the salary.
• Revenue amount: The calculated revenue amount.

Add Revenue for a Contract / Temporary Placement

After selecting "Contract / Temporary", enter the following information:

• Bill rate: The amount charged to the client.
• Pay rate: The amount paid to the candidate or worker.
• Gross margin %: The calculated gross margin percentage.
• Revenue amount: The calculated revenue amount.

Add Revenue for Other Revenue Types

After selecting "Others", manually enter the revenue amount and complete the remaining required fields.

Select the Currency

Select the currency for the revenue amount.

Link the Revenue to a Job, Match, or Client

1. Open the "Related to" dropdown and link the revenue to a:

• Job
• Match
• Client
  

2. Type the name of the Job, Match, or Client and select the correct value from the dropdown menu.
   

Select the Placement Date

Select the date at which you want the revenue to be accounted for.

Add Revenue Owners

1. Enter the name of the revenue owner and select the user from the dropdown menu.
   
2. Click on the "+" icon, next to the Split % field, to add another user to the revenue.
   
3. Fill in the Split % next to each owner.
   Note

   You can add up to three users per revenue. If there are multiple owners, the total split percentage across all owners must equal 100%.

   

Add Details and Save the Revenue

1. Enter any final details in the "Details" field.
   
2. Once all required fields are completed, click "Save". The revenue will now be logged in Manatal.
   

Edit Revenue

1. Head to the following page. Alternatively, click on "Revenue" from your side menu.

   Note

   This operation can also be performed under the "Revenue" tab of a Client or Job if the revenue is linked to that Client or Job.

   

2. Click on the "3-dots" next to a logged revenue and then on "Edit" from the dropdown menu.
   

   

3. Edit the revenue as desired.
   Depending on the Placement Type, the available fields may differ.

   For "Permanent" revenue, you may see:

   • Salary offered
   • Fee %
   • Revenue amount

   For "Contract / Temporary" revenue, you may see:

   • Bill rate
   • Pay rate
   • Gross margin %
   • Revenue amount

   For "Others", you may see:

   • Revenue amount

   If calculation fields are updated, Manatal recalculates the revenue values accordingly.

   

4. Click "Save" once the changes are completed.
   

Delete Revenue

1. Head to the following page. Alternatively, click on "Revenue" from your side menu.

   Note

   This operation can also be performed under the "Revenue" tab of a Client or Job if the revenue is linked to that Client or Job.

   

2. Click on the "3-dots" and then on "Delete" from the dropdown menu.
   

   

3. Click on "Delete". That's it you have deleted the revenue.