Sales Margin Analyzer: Real-Time Profit Visibility & Cost Protection
by Hexalian LLC https://hexalian.com| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 377 |
| Technical Name |
hex_sale_margin_analyzer |
| License | LGPL-3 |
| Website | https://hexalian.com |
| Versions | 17.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 377 |
| Technical Name |
hex_sale_margin_analyzer |
| License | LGPL-3 |
| Website | https://hexalian.com |
| Versions | 17.0 19.0 |
Never Sell at a Loss Again
Real-Time Profit Margin Visibility for Smart B2B Sales Teams
The Problem
Most sales teams quote blindly without knowing profitability
Accidental Losses: Sales reps create quotations without seeing profit margins. They unknowingly sell below cost, eroding company profitability order by order.
No Visibility: Margin calculations happen after the fact - in reports, accounting, or management dashboards. By then, it's too late to negotiate better terms.
Poor Negotiations: Without real-time margin data, sales teams lack leverage. They can't make informed pricing decisions during customer conversations.
Management Frustration: Managers discover unprofitable orders after confirmation. No way to enforce minimum margins or review risky deals proactively.
The Solution
Instant profit visibility with intelligent color-coded alerts
Real-Time Calculation
Margins update instantly as sales reps build quotes - no waiting for reports
Visual Health Indicators
Green/Yellow/Red badges show margin health at a glance - no math required
Loss Prevention
Bright red alerts when selling below cost - protect profitability automatically
Per-Line Visibility
See margins on every order line - identify problematic products instantly
Role-Based Access
Control who sees costs vs margins - managers get full visibility
Configurable Thresholds
Set your own healthy/warning/danger levels - customize to your business
[Settings] Easy Configuration
Enable in seconds from Sales → Settings
Configuration Panel
Access settings from Sales → Configuration → Settings. Configure margin thresholds and visibility rules with simple checkboxes and percentages.
- Green (Healthy): Margins above 30%
- Yellow (Warning): Margins between 15-30%
- Red (Danger): Margins below 15% or at loss
Customize these percentages to match your business model!
[Analytics] Live Margin Dashboard
All the data your sales team needs, right where they work
Sales Order with Margin Analysis
An elegant info banner appears at the top of every sales order showing total margin amount, percentage, and overall health status.
What Sales Reps See:
- Total Margin Amount: Dollar value of total profit on the order
- Margin Percentage: Overall profitability as a percentage of revenue
- Health Status Badge: Instant visual indicator (Excellent/Good/Warning/Danger/Loss)
- Per-Line Breakdown: Individual margins for each product line
Line-by-Line Intelligence
Identify problematic products instantly
Order Line Columns:
- Cost: Unit cost from product (manager-only by default)
- Margin $: Profit amount per line
- Margin %: Profitability percentage
- Status Badge: Color-coded health indicator
Smart Indicators:
- Green: Excellent/Good margins - profitable sales
- Yellow: Warning - margins below target
- Red: Danger/Loss - immediate attention needed
- Optional Columns: Show/hide based on user preference
[Templates] Quotations List Overview
See profitability of all orders at a glance
The Sales Order list view now includes Margin Amount, Margin Percentage, and a colored Health Indicator. Easily spot which orders are performing well and which ones need attention without even opening them.
Perfect For
Industries that need profitability protection
B2B Sales Teams
Complex pricing negotiations require real-time margin visibility. Sales reps need to know their floor price during customer conversations, not after.
Manufacturing Companies
Material costs fluctuate. Ensure sales prices stay ahead of rising costs by monitoring margins on every quote before confirmation.
Distribution & Wholesale
Tight margins require precision. Identify which customers and products are profitable vs. which are dragging down overall profitability.
Sales Management
Get visibility into team performance beyond revenue. Track which salespeople maintain healthy margins and which need coaching.
Business Impact
Real results from better margin visibility
Prevent Losses
Stop accidental below-cost sales before they happen - protect bottom line
Better Negotiations
Sales reps negotiate from strength with real-time margin data
Management Visibility
Proactive oversight - catch risky deals before they're confirmed
Product Intelligence
Identify which products are profitable and which need pricing adjustments
Team Training
Coach sales team on pricing strategy with concrete margin data
Strategic Pricing
Make data-driven pricing decisions based on actual profitability
[Settings] Technical Specifications
Compatibility
Odoo 19.0
(Community and Enterprise)
Dependencies
sale_management, product
Translations
EN English / ES Spanish
(Fully Translated)
Support & contact
Free module — full source included.
Questions, setup help, or bug reports: support@hexalian.com
Built by Hexalian LLC · Odoo 19.0 Community & Enterprise
ZIP buyers: see README.md in this module for Gumroad, store, and book links.
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