Profit & Margin Report

1. Click Reports in the sidebar (under Insights) and click Profit & Margin.
2. Choose the Period and filters: Based On, Category, Customer, Vehicle, Profit Rating (Sold at Loss, Low Margin, Medium Margin, Good Margin, Credit Note), Target Margin % and Invoice Status. Click Filter.
   
3. Read the warnings at the top: lines below your target margin, lines with no cost price and invoices below target. Each has a button to review them.
4. The cards show Total sales, Total cost, Gross profit, Average margin and Lines needing attention.
5. Use the tabs to dig in: Overview, Categories, Items, Invoices, Customers, Low Margin, Losses and Discount Impact. The Low Margin tab lists items below the target with the difference and a suggested sales price.
   
6. Click Export PDF or Print to keep a copy.

Tip: margin is profit as a share of the sale price; markup is profit as a share of the cost.

See also: Profit & Loss Report · Sales Report: Items

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