Reports → Products and the margin watchlist

Quick answer: Reports → Products shows how every product is selling, with its margin and the change on the comparison period. The Margin watchlist lists products selling under 15% margin.

Filter the list

The chips filter it: All, Growing and Slowing (when Compare is on), Under 15% margin, No cost price, Part costed and Uncategorised. Use the Category select and the search to narrow it further.

How margin is worked out

• Margin only counts the lines that have a cost price, and shows “on N% of sales” beside it so you know how much it covers.
• A product with no cost price never shows 100% margin; it shows as No cost price.
• Profit in dollars only appears once 95% of sales have a cost price.
• If the cost coverage of the two periods is very different, the margin change shows as “not comparable”.

To improve the figures, add cost prices to your products (Products → Catalogue).

Who buys it

Click a product to open its side panel: sales by month and which customers buy it (by share of units), with Edit product.