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Quickly calculate profit by project

Feature Requests

A feature where I can quickly calculate the profit margin of a project; not total revenue, but profit (service revenue + markup revenue) by project. When I drill down to the project level, the only information available is total revenue of the project, which tells me nothing (since my COGS is included in that #).

Posted by Laura Duchen ·
2 comments

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Comments2

  • Candace Miller

    •

    Apr 14

    Yes!!!

    Currently I have to manually tally up my product and subtract my costs of every item I spec from my product library, despite taking much time to populate it, so it eats up all the time I’ve save with the rest of the awesome DF tools.

    Every item I enter has its own % of markup for us, I don’t do a flat rate across the board, as some suppliers include freight/delivery, some items do not, some require assembly etc… so it’s not apples to apples to be able to throw on like 30% or whatever and call it a day, but I also need to know I am covering all my costs and labour and this is taking up hours of my time on even smaller products (due to sheer amt of items that go into each room).

    This is a top priority item for anyone doing supply and install services!

  • Adrienne Battaglia

    •

    Jan 24, 2025

    Yes! I need this as of YESTERDAY!