Cost & Margin Tracking

Know which products and services perform best

Quoter’s Cost & Margin Tracking provides automated insight into profit and sales performance so you can quickly identify where to fine-tune pricing for profit margin.

Specify cost or margin

Simply specify the cost or margin of each product or service and their respective options, and Quoter will automatically calculate your margin based on a per-product basis. Pricing Structure supports:

Fixed Per Unit Pricing
Tiered Pricing
Flat Fee or Percentage-Based Pricing

Calculate and track margin automatically

Once you’ve entered your cost, the margins are automatically calculated for you when you create or preview quotes.

Note: Margins are not shown on the quote that the end-client sees. Admins can also hide margins for specific users as needed.

Get a clear picture of sales performance

From the Quotes overview page, which shows you margin data, to automated visual reports, you can see your company’s recent margin performance at a glance.

See how Cost & Margin Tracking works in Quoter

Book a 1:1 demo with one of our product specialists for a personalized walkthrough.

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