When you are looking to analyze your profit margins for a given date range, you will pull the Profitability Report. To find this report toggle to the Reports Page;
> Billing Reports > Select either "Profitability Report - Dumpster," Profitability Report - Live Load,” or Profitability Report - Minis.”
After you have selected the report, it will ask you to select a date range and if you want to group it by Customer Name or not and then the report will run. Once the report results appear on the screen you will have the option to filter by numerous parameters if you'd like and you’ll also have the option to download it to Excel. This report can be extremely helpful to understand the total amount that you are invoicing towards a single order as well as the total cost per order to determine a profit margin per order. Once you understand that, you can also make certain strategic decisions holistically around your business and pricing.
Updated 2/4/25