RE: Saved Search that shows margin post discount

Hi everyone!

I am attempting to pull all transactions which have had a discount applied and show the resulting margin (gross profit%) both before discount and after discount.

I think it would need to show the total transaction amount before and after the discount in order to calculate the reduction in margin but I am certainly open to other ideas.

I am not sure how to get all of this in one report/search or even if it is possible.

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2 Answers

I was able to pull the calculated margin/gross profit based on Estimated Cost (Transaction), Estimated Gross Profit (Transaction), Estimated Gross Profit % (Transaction). Only need to somehow calculate the original margin before any discount so management can see the impact of the discount.

Rookie Answered on May 21, 2020.
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