Accounting › Revenue & Projects
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 → Revenue & Projects · 8 screens
ViewContribution MarginThe ladder, cut by whatever you ask for. Rows that reverse between gross margin and full margin are the finding this module exists to produce.OpenViewProfitability SegmentsThe intersection of the characteristics somebody wants to cut by. Derived when a document is posted, not typed — which is what makes profitability analysis complete.OpenViewProfitability LinesLong 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.OpenRecordsProfitability CharacteristicsWhat 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.OpenRecordsValue FieldsWhat a segment carries instead of accounts. The margin level is what makes the report a ladder rather than a list.OpenRecordsDerivation RulesWhat fills in the characteristics the documents do not carry — a sales region derived from the customer’s country being the usual case.OpenRecordsMargin SchemesA named ladder, held as data so a company can define "margin after logistics" without a code change.OpenRecordsMargin LevelsEach level is what is left after one more class of cost. Reading down them is how a customer that looked profitable stops being one.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| 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 |