Margin
Where you are earning too little
Compare the price charged with the cost each quote recorded when it was issued, by material, customer or salesperson, from the worst margin to the best.
Galvanised
-4%
Stainless
12%
Aluminium
21%
Mild steel
28%
Three views, one question
- 01
Pick the view
By material, by customer or by salesperson.
- 02
Pick the period
This month, last 3 months, this year or all time.
- 03
Read from the top
The list starts with the worst margin, because that is where money is lost.
Numbers that are money
Approved only
Drafts and lost quotes stay out: an unclosed proposal is an intention.
Cost at issue
The cost is what the quote itself recorded, not today’s.
Negative in orange
When the price ended up below cost, the row tells you.
Frequently asked questions
One material is always at the bottom. What now?+
It is usually the cost set up in Parameters, not the discount given at sale. Check the setup.
Which date counts?+
The date the quote was approved.