How to view margin by product/client?

2 weeks ago
help_content
1 minute

To view the margin by product or client, follow these steps:

  1. Go to the Reports module and navigate to Sales.
  2. Click on Select a report type.
  3. Select Margin by Product/Client.
  4. Choose the period from the dropdown menu (last 6 months, last 12 months, or a custom period) and select the relevant client.
  5. Finally, click on Export to download your report in Excel, CSV, or PDF format.