Sales Analysis with Cost & Margin
by Serpent Consulting Services Pvt. Ltd. https://www.serpentcs.com
Odoo
$ 79.29
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 171 |
| Technical Name |
scs_sales_margin_with_cost |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 171 |
| Technical Name |
scs_sales_margin_with_cost |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
Sales Analysis with Cost & Margin
The module enhances the Sales Analysis report by adding essential financial metrics: Cost, Margin, and Margin Percentage, thereby supporting informed decision-making.
Highlighted-features
Gross Margin & Margin Percentage Calculation
Cost Price Visibility in Sales Reports
Automatic Margin & Margin % Calculation
Features
Screenshots
Group-Based Field Access Control
Sensitive financial data like cost and margin fields are shown only to authorized user groups, ensuring data confidentiality.
Loss Visibility
Highlights negative margins where cost exceeds sale price, Investigate loss-making deals, Track discounts below cost.
Margin Evolution Over Time
Detects profit erosion or improvement by product/customer, Before & after cost change
Margin Display in Sales Order and Order Line Views
📌 What is the Margin?
Margin represents the difference between the selling price of a
product and its cost. It helps businesses measure profitability on a per-product
basis.
Formula:
Margin = (Quantity × Unit Price) − (Quantity × Unit Cost)
Example:
If 10 units are sold at $50 each, with a cost of $30 per unit:
➤ Margin = (10 × 50) − (10 × 30) = 500 − 300 = $200
📊 What is Margin Percentage?
The Margin Percentage (Margin %) indicates the profit margin
relative to the total sales value. It is useful for analyzing profitability in
percentage terms.
Formula:
Margin % = (Margin ÷ Total Price) × 100
Using the above example:
➤ Margin % = (200 ÷ 500) × 100 = 40%
These margin values are automatically calculated and displayed within both the
Sales Order form and corresponding Order Line
views in Odoo.
📊 Margin Percentage Formula:
Margin (%) = (SUM(Margin) / SUM(Unit Price)) × 100
This formula calculates the overall margin percentage by dividing the total margin by the total sales price and multiplying by 100. It gives a quick view of profitability across all sales.
Go to store
Our Odoo Services
Odoo Consulting
Odoo Implementation
Odoo Development
Odoo Testing
Odoo Data Migration
Odoo Training
Odoo Support
Hire Odoo Developers
Help And Support
For any Query
Checkout our Apps
Check App Demo
Write a mail to us:
contact@serpentcs.com
Write a text to us on WhatsApp:
(+91)
98793-54457
(+91)
90334-72982
Visit Our Website:
www.serpentcs.com
Please log in to comment on this module