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Status Shipped
Created by Guest
Created on Nov 15, 2020

Calculated fields on report/group header e.g. to calculate True Margin on rows grouped by Order ID

Everyone should know the actual true margin of each order.

Currently, the only option is to see "average" margin (averaging the margin of each row) but that is not accurate... to get an accurate value you need to calculate this using subtotals. ie. the total sales value - total cost / total value

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  • Admin
    Andrew Ardron
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    May 18, 2023

    This total margin is also shown just below the Total value on the quote lines view


  • Admin
    Andrew Ardron
    Reply
    |
    May 18, 2023

    This feature was actually shipped a little while ago but unfortunately not tied to this request. Apologies.

    But you can see the actual margin on the Analysis page of a quote/order. You could miss it (perhaps a bit small) but it's there once you've spotted it (screenshot below). Also, this field is available on a Quote entity for reporting purposes, alongside a Markup % for those that prefer Markup to Margin.


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