🔒 This feature requires the paid Operations Add-on.
This report is currently a part of the Production beta.
Understand how your jobs are performing - and which jobs are most profitable - with the Job Profitability Report.
Use this report to:
Track your total and average profit margins across jobs.
View breakdowns by estimate type and deal size.
Get a broad overview of your expense trends across jobs.
Make more confident decisions about the jobs you take on.
What does the report show?
Total Profit Margin: View total profit across all deals divided by total revenue. Larger jobs affect this number more.
Average Profit Margin: Shows the average margin across individual jobs. Each job counts equally.
Profit Margin by Estimate Type: Compare margins across estimate types.
Profit Margin by Deal Size: See how profitability changes by project value.
Profit Margin Distribution: Understand how margins are spread across your jobs.
Filters and grouping: Filter by factors including job end date, type, value, and profit. Group jobs to analyze trends.
Jobs are included based on their end date, and not their start date. Current jobs may not appear unless filtering for future dates.
Jobs are included based on their end date, and not their start date. Current jobs may not appear unless filtering for future dates.
Have feedback on this report? We'd love to hear your thoughts. Click here to share feedback and help us improve.