Margin by material, customer, and salesperson

The Margin screen answers one question: where you’re earning little. It compares the price charged with the cost recorded by the quote itself when it was issued.

How to open

1. In the left-hand menu, click Margin.
2. Choose the breakdown: by material, by customer, or by salesperson.
3. Choose the period: this month, last 3 months, this year, or all.

How to read

• The list starts with the worst margin, because that’s where money is lost.
• Negative margin appears in orange: the price was below cost.
• Combined revenue, cost, and margin appear in the three top cards.
• Quotes indicates how many approved quotes were included in that row.