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Accounting › Projects & Margin

Profitability

The ledger says the company made 4.2 million. This says which region, which range and which channel it came from — and where the margin reverses.

In Accounting → Projects & Margin · 8 screens

ScreenKindWhat it is ColumnsFieldsActions
Contribution Margin Read-only list The ladder, cut by whatever you ask for. Rows that reverse between gross margin and full margin are the finding this module exists to produce. 11 0 0
Profitability Segments Read-only list The intersection of the characteristics somebody wants to cut by. Derived when a document is posted, not typed — which is what makes profitability analysis complete. 10 0 1
Profitability Lines Read-only list Long rather than wide — one row per value field — because the set of value fields is configuration and a wide table would need a migration for every new rebate type. 11 0 0
Profitability Characteristics List What you may cut by. A characteristic that has to be typed is one that is blank on eighty per cent of the rows, which is why each names where it is read from. 8 11 0
Value Fields List What a segment carries instead of accounts. The margin level is what makes the report a ladder rather than a list. 10 14 0
Derivation Rules List What fills in the characteristics the documents do not carry — a sales region derived from the customer’s country being the usual case. 9 12 0
Margin Schemes List A named ladder, held as data so a company can define "margin after logistics" without a code change. 5 5 0
Margin Levels List Each level is what is left after one more class of cost. Reading down them is how a customer that looked profitable stops being one. 5 7 0

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