Overview
Profitability is the cornerstone of any successful business. It measures how effectively a company generates earnings compared to its costs, ensuring sustainability and growth.
👥 Access Permissions: available to Administrators, Power Users, Standard Users, Standard Users (No Invoicing). Please review user roles prior commencing.
📍Where to find it 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
This section summarises key financial metrics of an order, comparing estimated costs against actual expenses, and calculating total revenue and profit margins.
Cost (Estimated): displays the total expected cost of the Products sold
Cost (Actual): shows the real total cost incurred from the Products sold, including the percentage increase or decrease from estimates.
Total order value: calculates the subtotal of all Products sold, excluding delivery fees
Total profit margin: reflects the total profit in dollars and as a percentage.
Invoicing
This section ensures full visibility of how much has been invoiced and what remains.
Invoiced to date: displays the amount that has been invoiced, shown in both dollar and percentage terms.
Remaining to be invoiced: displays the outstanding amount yet to be invoiced, shown in both dollar and percentage terms.
Invoice generated
If one or more partial invoices have been generated, they will appear in this section with the option to view each one. Details include the invoice date and the invoiced amount.
📝Note: if a full invoice has been generated for the entire order, no records will appear in this section.
Labour breakdown
Provides a summary view of Labour Costs (Estimated vs Actual) and Profit Margins for the entire Job/Order:
Labour costs (Estimated): the initial Labour Cost allocated to the Job/Order
Actual costs (Actual): the Labour Cost recorded after the Job/Order has been fulfilled
Labour profit margin: the difference between actual and estimated Labour Costs, shown in both dollar and percentage terms.
Displays detailed Labour Costs for each Team Member, Service, or Machine involved in the Job/Order:
Name: Team Member, service, or machine assigned
Est. Hours: hours initially allocated
Actual Hours: hours recorded after the Job/Order has been fulfilled
Total Cost: total Cost based on Est. Hours
Total Price: total charge based on Est. Hours
Margin ($): profit from Labour sold, shown in dollar value
Margin (%): profit from Labour sold, shown as a percentage.
Other items
Provides a summary view of Other Items - (Estimated vs Actual) and Profit Margins for the entire Job/Order:
Other items costs (Estimated): the initial Products/Product Kits Cost allocated to the Job/Order
Other items costs (Actual): the Products/Product Kits Cost recorded after the Job/Order has been fulfilled
Other items costs profit margin: the difference between actual and estimated Products/Product Kits Costs, shown in both dollar and percentage terms.
Displays detailed Other Items Costs and Margin involved in the Job/Order:
Name: Product or Product Kit name.
Est. Qty: quantity initially allocated
Actual Qty: quantity recorded after the Job/Order has been fulfilled
Total Cost: total Cost based on Est. Qty
Total Price: total charge based on Est. Qty
Margin ($): Profit from Other Items sold, shown in dollar value
Margin (%): Profit from Other Items sold, shown as a percentage.
📝Note: if a Custom Kit has been added to the job or order, individual line items within the kit will not appear in the breakdown.
How Job Profitability works
Ensure the Sales Order is not in Draft status
Enable
Display actual quantitieson Order details page
Modify the quantity of the Line Items or Labour hours as required
Disable
Display actual quantitiesonce updates are complete
Hovering over any modified Line Item or Labour entry will display a pop-up showing Actual Quantity, Actual Margin, and the Difference compared to estimates.
The Profitability tab will automatically update to reflect changes in Actual Cost and Margin, providing real-time insight into Job Profitability.
How Job Profitability helps businesses
Optimise project costs: Understanding profitability helps pinpoint areas where material waste or labour inefficiencies can be reduced, improving overall project margins
Improve bidding accuracy: Accurate cost and profit data support competitive yet profitable tender submissions, avoiding underquoting or overpricing
Manage supply chain: Tracking product costs and margins ensures suppliers and inventory are managed effectively, reducing delays and cost overruns
Drive growth: Profitable operations generate the funds needed for reinvestment, innovation, and expansion
Build confidence: Transparent Profitability reporting strengthens trust with stakeholders, including investors, partners, and customers.