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Where the money is: revenue vs profit

Sales & Margin by customer, region and variant, built from real dispatch costs, to decide where to focus.

4 min readOpen this screen in Trakto

Your biggest customer: is it your most profitable?

Every dispatch carries its actual cost. Sales & Margin adds them up by customer, region and variant, so big revenue with a thin margin stands out.

1Open it

WhereDashboard → Overview → Sales & Margin → View all

Dashboard, then Overview, then Sales & Margin, then Customers or Regions
  1. 1DashboardIn the left menu.
  2. 2OverviewRevenue, cost and profit.
  3. 3Sales & MarginRevenue, cost, profit and margin for the year. Scroll down and click View all for the drill-down.
  4. 4Customers or RegionsSwitch the table between customers and regions.
Revenue, cost, profit, margin, then Monthly trend, then Customers, regions, products, then Sort
  1. 1Revenue, cost, profit, marginFrom real dispatches and their actual cost: FY 2026-27 so far.
  2. 2Monthly trendRevenue and cost bars with the margin line.
  3. 3Customers, regions, productsSwitch how the table is grouped.
  4. 4SortBy revenue, profit or margin.

2Region → customer → variant

Choose Regions, then click a region and a customer.

Open a region, then Open a customer, then Big revenue, thin margin, then Lowest margin, then Which variants
  1. 1Open a regionClick the arrow by South: its customers open underneath.
  2. 2Open a customerClick the arrow by Kochi Fitness: each variant they bought, with its own margin.
  3. 3Big revenue, thin marginKottayam Floors: ₹13.6L of sales but only 9.9%.
  4. 4Lowest marginKochi Fitness: ₹11.8L at 5.4%. Check its rates.
  5. 5Which variantsThe 18 mm Side-lock at 5.9% and the 12 mm at 4.1% pulled it down.
CustomerRevenueMarginRead it as
Kottayam Floors₹13.6L9.9%Big order book, thin margin: revisit the rate
Kolkata Studios₹12.2L22.7%Similar revenue, more than double the margin: worth growing
Kochi Fitness₹11.8L5.4%Lowest margin: check which variants and dispatches

For the individual dispatches, open Sell → Dispatch, filter by the customer, and click a dispatch's total to see its cost and profit.

3Other reports

ReportAnswersWhere
Sales & MarginProfit by region, customer, variantDashboard → Overview
Rejection RegisterRejected mats, reason, scrapped or reworkedDashboard → Production
TargetsMissed shift targets and reasonsDashboard → Production
Material YieldRubber used vs recipe, in ₹Dashboard → Production
CostingActual cost of every production logDashboard → Costing

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