Question: Is there a way to generate the Sales Report and see the profit margins in PJM ?
Answer: The way to run any type of sales reports you will need to set up a list view with all of the items that you want reported.
Then you will go to your list view and select the blue button in upper right to download the list view into an Excel spreadsheet.
Now the profit margins on the sales reports could easily be evaluated in the list as we have some columns like Sales Price, Price basis and Raw cost available.
With the help of these columns added in the list view the Sales person can see the margins and generate the Sales report into spreadsheet.
Article ID: 1709, Created: February 13, 2020 at 12:52 PM, Modified: October 5, 2020 at 10:53 PM