Note: Profitability report is available for Enterprise Plan users only.

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Where to find Profitability report?

Navigate to Insights module > Sales results > Profitability report

How can I use Profitability report?

By analyzing this report you will be aware of how profitable your deals are. You will see the total profit during the period selected. As well as the columns are divided into loss and revenue, while yellow curve indicates the margin by percent. When you move the mouse over the column, it will show the profit or loss revenue for the particular month.

The bottom part of the report list all deals included to the report. You will see particular deal's profit, loss, revenue, and margin. By clicking on the deal's title you will be navigated to the deal card. Use the filtering option by the employee and compare particular employee's profit against all team's results.