Understanding Your Profit Margin Report
The Profit Margin Report shows you exactly how much money you're making on each job after direct costs. Use it to understand which job types, engineers and customer channels are most profitable — and which ones are quietly draining your margins.
How to use the Profit Margin Report
In the main navigation, open Reports and select Profit from the left-hand menu. Click "Profit Margin Report" to open the report.
Use the date picker to choose the period you want to analyse. Filter by job type, engineer or customer tag to narrow the report to a specific segment of your work.
The report shows revenue, direct costs (parts and materials), gross profit and gross margin % for each job. Gross margin % is your profit expressed as a percentage of revenue — for example, a job billed at £1,000 with £400 in parts has a 60% gross margin.
Click the Margin % column header to sort jobs from highest to lowest margin. The jobs at the top are your most profitable work — the ones at the bottom tell you which job types or channels to reconsider or reprice.
Click "Export CSV" to download the report for further analysis in Excel or Google Sheets. The export includes all visible columns and respects any filters you have applied.
If you don't record parts and materials costs against jobs, the profit report only shows revenue. Add cost lines to jobs in Settings → Jobs → Enable job costing.
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Profit margins, costs and revenue — all in one report so you can price smarter and grow faster.
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