Reading the month-to-date profit widget
The profit widget gives you the one number that matters this month — revenue in, cost of parts, and the profit between them — without opening a spreadsheet. It sits on the Reports and Expenses pages and is Owner-only.
What the cards mean
- Revenue — invoiced this month (issued invoices count, paid or not — it’s money owed).
- Cost — the supplier cost of the parts on those invoices, from your snapshotted cost prices.
- Profit — revenue minus cost. Green when positive, red when negative.
- Margin % — profit as a share of costed revenue. Colour-coded: green at 25%+, amber 10–25%, red below.
“Uncosted lines” warning? It means some invoiced parts had no cost price, so they’re in revenue but not in cost — which flatters your margin. The number tells you how much of the month’s revenue is unreliable for margin. Add the missing costs in the catalog to tighten it up.
The period
“This month” runs from the 1st in South African time (SAST) to now, anchored on each invoice’s issue date. It’s a quick pulse, not a formal audit — for the line-by-line breakdown behind it, see Tracking parts cost on invoices.