Overview
The Profitability tab provides a complete financial view of each sales order, comparing estimated costs against actual expenses, tracking invoicing progress, and calculating profit margins for labour, materials, and the order as a whole. This visibility helps spot underquoting, monitor margin erosion, and price similar jobs more accurately in future.
👥 Access Permissions
Available to Administrators, Power Users, Standard Users, and Standard Users (No Invoicing). Review user roles before granting access.
📍 Location in the app
Global Search > search for a sales order > select
ProfitabilitySales>Sales Orders> select a sales order > selectProfitabilitySales>Customers> select a customer > selectProfitability
Profitability Overview
A summary of the order's key financial metrics: estimated cost vs actual expenses, total revenue, and overall profit margin.
Cost (Estimated): The total expected cost of the products sold.
Cost (Actual): The real total cost incurred from the products sold, with the percentage increase or decrease compared to the estimate.
Total order value: The subtotal of all products sold, excluding delivery fees.
Total profit margin: The total profit in dollar value and as a percentage.
Invoicing
Shows invoicing progress: how much has been invoiced and how much remains.
Invoiced to date: The amount invoiced so far, shown in both dollar value and percentage.
Remaining to be invoiced: The outstanding amount yet to be invoiced, shown in both dollar value and percentage.
Invoice generated
Lists any partial invoices generated against this order, with the invoice date and amount. Click an entry to view the invoice.
📝Note
If a full invoice has been generated for the entire order, no records appear in this section.
Labour breakdown
Summarises labour costs and margins for the entire job, plus a per-team-member, per-service, or per-machine breakdown.
Summary
Labour costs (Estimated): The initial labour cost allocated to the order.
Labour costs (Actual): The labour cost recorded after the order has been fulfilled.
Labour profit margin: The difference between actual and estimated labour costs, in dollar value and percentage.
Per team member, service, or machine
Name: The team member, service, or machine assigned.
Est. Hours: Hours initially allocated.
Actual Hours: Hours recorded after fulfilment.
Total Cost: Total cost based on estimated hours.
Total Price: Total charge based on estimated hours.
Margin ($): Profit from labour sold, in dollar value.
Margin (%): Profit from labour sold, as a percentage.
Other items
Summarises product and product kit costs and margins for the entire job, plus a per-item breakdown.
Summary
Other items costs (Estimated): The initial product or product kit cost allocated to the order.
Other items costs (Actual): The product or product kit cost recorded after the order has been fulfilled.
Other items profit margin: The difference between actual and estimated product costs, in dollar value and percentage.
Per item
Name: The product or product kit name.
Est. Qty: Quantity initially allocated.
Actual Qty: Quantity recorded after fulfilment.
Total Cost: Total cost based on estimated quantity.
Total Price: Total charge based on estimated quantity.
Margin ($): Profit from other items sold, in dollar value.
Margin (%): Profit from other items sold, as a percentage.
📝Note
If a Custom Kit has been added to the order, individual line items within the kit do not appear in the breakdown.
How job profitability is tracked
Ensure the sales order is not in Draft status.
On the Order details page, enable
Actual quantities.
Modify the quantity of the line items or labour hours as needed to reflect what was actually used.
Switch back to
Estimated quantitiesonce updates are complete.
Hovering over any modified line item or labour entry displays a pop-up showing Actual Quantity, Actual Margin, and the difference compared to the estimate.
The Profitability tab updates automatically to reflect changes in Actual Cost and Margin, giving real-time insight into job profitability.
Why profitability tracking matters
Optimise project costs: Profitability data helps pinpoint where material waste or labour inefficiencies are eroding margins, so they can be addressed on the next job.
Improve bidding accuracy: Accurate cost and profit data supports competitive but profitable tender submissions, reducing underquoting and overpricing.
Manage supply chain: Tracking product costs and margins keeps suppliers and inventory under control, reducing delays and cost overruns.
Drive growth: Profitable operations generate the funds needed for reinvestment, innovation, and expansion.
Build trust: Transparent profitability reporting strengthens confidence with investors, partners, and customers.