Margins & Profitability

Sales Margin Analysis

Requires products to have Cost field set. Margin = (Sale Price - Cost) → Quantity.

Configuring Product Cost

Go to Sales > Products > Products → open product → set Cost. This is the purchase/manufacturing cost per unit. Hidden from Sales Users by default.

Margin Reports

• In Sales Analysis pivot: add Margin and Margin % as measures.
• Group by Product Category to see most profitable categories.
• Group by Customer to see most (and least) profitable accounts.
• Group by Salesperson to compare individual performance.

Product Performance Report

Go to Sales > Reporting > Product Performance. Per-product: units sold, revenue, margin, sales trend, comparison vs targets.

Recent Reporting Improvements

• Pivot Table Enhancements - Expand/collapse all, export to Excel with formatting.
• Forecast vs Actual - Compare pipeline forecast with actual invoiced amounts.
• Saved Searches - Save your favourite report configurations for one-click access.