Profit Margin

Profit Margin answers: Where are we making money, and where should pricing or process be reviewed?

What it shows

Each row shows a single category, technician, or service writer with these columns:

• Revenue, cost, gross profit, and margin percentage.
• Work order count and line item count.
• Parts revenue and labor revenue.
• Billed hours and actual hours.

Switch between By Category, By Technician, and By Writer views using the selector at the top of the report.

Where the numbers come from

The report combines sales, cost, labor, and technician or writer assignments from the selected shops and date range. Cost settings in TRACS directly affect how useful this report is — missing or stale costs make margin look higher than it is.

How to use it

Start with the category view to find where margin is thin. Then check whether the issue is pricing, discounts, missing cost setup, job mix, technician assignment, or service-writer process. Switch to the technician or writer view when you want to drill into who is handling that work.

Why it may look wrong

• Cost values are missing or outdated in TRACS.
• Actual hours are not recorded for every technician.
• The wrong view or date range is selected.
• Discounts, price overrides, or category setup changes are affecting the margin numbers.