The Margins Module in MokoCRM allows you to calculate and analyze profit margins across products, services, proposals, orders, and invoices. It helps track cost versus selling price to measure profitability at the line-item or document level, giving businesses real-time financial insight into their sales activities.
The Margins Module in MokoCRM allows you to calculate and analyze profit margins across products, services, proposals, orders, and invoices. It helps track cost versus selling price to measure profitability at the line-item or document level, giving businesses real-time financial insight into their sales activities.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Margins - Click Activate
- Enable margin tracking in linked modules (e.g., Proposals, Invoices, Orders)
📊 Margin Calculation
- Margins are calculated as:
- Margin = Selling Price - Cost Price
- Margin Rate = Margin / Selling Price × 100%
- Displayed at:
- Line-item level
- Document level (total)
- Aggregate reports
- Supports product-level cost prices, supplier reference prices, or manually entered costs
📋 Viewing Margins in Documents
- Enable margin display in:
- Proposals
- Sales Orders
- Customer Invoices
- See margin values next to each line item or in a summary section
- Analyze profitability directly from the transaction screen
📂 Cost Price Sources
- Choose how MokoCRM retrieves cost price:
- Predefined cost price from the product record
- Last purchase price
- Average supplier price
- Manually override costs when needed (if permissions allow)
📈 Reporting and Analysis
- Generate margin reports by product, customer, or document type
- Filter by date range, sales rep, or profitability tier
- Export results for deeper financial analysis or presentations
📌 Best Practices
- Regularly update product cost prices to reflect actual procurement expenses
- Train staff on interpreting margin rates and their impact on pricing
- Use margin filters to identify underperforming products or customers
- Restrict margin visibility to finance or management roles
- Incorporate margin data into strategic sales decisions