«Profit on orders» Report

Frequently Asked Questions

How is profit calculated in the report?

Profit calculation formula:
Profit = (Payments) - (Cost price) - (Discounts) - (Salaries)

What is the difference between the profit report and the product/services report?

1. “Order Profit” / “Sales Profit” report:

• Shows total company profit
• Accounts for all expenses: cost price, discounts, salaries
• The main report for evaluating financial performance

2. “Products and Services” report:

• Shows profitability of individual items
• Identifies the most profitable products/services
• Data appears in the report immediately after items are added to an order

To evaluate annual profit, use “Order Profit” and “Sales Profit”

Can the report be exported to Excel?

Yes, click “Download the report”. The file will include extended information: client, order, performer, source, etc.

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How much profit do your orders bring?

This question can be answered using the “Order Profit” report.

The report includes information on:

• Price and cost of services and products in the order
• Payments (prepayments and full payments on closed orders)
• Discounts and salary within the selected period

Profit by formula:
payments — total cost — discount — salary

You can:

• Apply filters in the report by order statuses and types
• Sort it by order closing date or creation date

Exporting the report to Excel

Use the “Download data to device” button to get the “Order Profit” report in EXCEL format.

The table will include additional data:

• Client information
• Order details
• Performer data
• And other parameters

Examples of working with Excel:

• Filter orders by device type (e.g., only smartphones)
• Analyze clients by advertising sources
• Combined sorting by client and order fields to solve business tasks