Skip to main content

Direct Margin Reports

Two reports show direct margin by division (opportunity type). The Direct Margin Report covers work you have already won. The Estimated Direct Margin Report covers open prospects that are still in your pipeline.

Accessing the Reports​

Reports > Sales > Direct Margin submenu:

  • Direct Margin Report: margin on won projects
  • Estimated Direct Margin Report: projected margin on open projects

How Margin Is Calculated​

Both reports use each project's Margin % field:

Margin $ = Amount × Margin % ÷ 100
Direct Margin % = Total Margin $ ÷ Total Amount × 100

The percentage is weighted by amount: a $500,000 project counts for more than a $5,000 one. A project with an amount but no margin entered adds its amount and $0 of margin, so it pulls the percentage down. If a division's percentage looks low, look for projects with a missing margin.

Direct Margin Report​

Won projects closed within the selected date range.

Report Columns​

ColumnDescription
DivisionThe division (opportunity type). The heading uses your company's label for this field.
Average Actual Won Direct Margin %Margin $ ÷ Gross $ for the division
Actual Won Gross $Total sold amount
Actual Won Direct Margin $Total sold amount × margin %

Available Filters​

FilterDescription
Actual Close Date From / ToFilter by when projects were won
SalespersonFilter by sales rep
DepartmentFilter by the salesperson's department
Division / Function / Work TypeSee below

Estimated Direct Margin Report​

Projected margin on your open pipeline: every open project that is not in the lead stage, grouped by division.

Report Columns​

ColumnDescription
DivisionThe division (opportunity type). The heading uses your company's label for this field.
Est. Direct Margin %Est. Direct Margin $ ÷ Predicted Budget for the division
Predicted BudgetTotal predicted budget of the division's open projects
Est. Direct Margin $Total predicted budget × margin %

The TOTAL row sums the budget and margin dollars across all divisions. Its percentage is calculated the same weighted way.

Available Filters​

FilterDescription
Division / Function / Work TypeSee below

The report has no date filter. It always shows your pipeline as it stands right now.

Division, Function & Work Type​

FilterDescription
DivisionShow only the selected divisions (opportunity types). Nothing selected = all divisions.
FunctionShow only divisions with the selected function classification (Operational, Internal).
Work TypeShow only divisions with the selected work type (Full Project, Service, Warranty, Evaluation, Non-Billable).
Division, Function & Work Type filters

The Division, Function, and Work Type filters appear only for companies that classify their divisions (using more than one function or work type). See Divisions for how these classifications are configured.

The three filters are combined: a project is included only when it matches every filter at once. For example, selecting the Handyman (Internal) and Design Build (Operational) divisions together with the Internal function shows Handyman only — it is the sole division that satisfies both.

Leaving a filter blank places no restriction on that dimension, so it reads as "All". Selecting Internal for Function with Division and Work Type blank gives the entire Internal compartment.

Filter selections are kept in the page address, so you can bookmark a filtered view.

Sorting and Exporting​

  • Click any column heading to sort by it. Sorting by Division uses your configured division order.
  • Click Export CSV to download the rows in the order shown, including the TOTAL row.

Common Use Cases​

  1. Pricing validation: Are won projects selling at the margins you target?
  2. Pipeline quality: Is the margin in the pipeline in line with what you win?
  3. Estimating accuracy: Compare the estimated margin on open work with the actual margin once it is won
  4. Data cleanup: A division with an unexpectedly low estimated margin % often has open projects with no margin entered