Gross Margin Analysis Report

This report considers monthly revenue, and the costs such as repairs, maintenance, COGS, and depreciation, when determining profitability of rental or sales items. The higher the Gross Margin percentage, the greater the profitability.
The option to also include lease payments in the costs is provided.

The prompts are:

FROM PRODUCT CLASS

Leave this field blank to include all classes, or type in the beginning product class, or select a starting class from the Product Class Search window.

TO PRODUCT CLASS

Leave this field blank to include all classes or type in the ending product class, or select an ending class from the window.

FROM PRODUCT GROUP

Leave this field blank to include all groups, or type in the beginning product group, or select a starting group from the Group Search window.

TO PRODUCT GROUP

Leave this field blank to include all groups or type in the ending product group, or select an ending group from the window.

USE SUMMARIZED TOTALS

Uncheck this box if the financial data has not been summarized or if the report is to be based on the dates specified in the From/To Date fields.
Check this box to base the report on the financial data that has already been summarized in Summarize for Inventory Reports by Period.
The summarized date selection will display in the From/To Date fields. These dates cannot be changed unless the data is re-summarized.

FROM DATE

Enter the starting date for the report.
If summarized data is to be used the summarized start date is displayed and cannot be changed unless the data is re-summarized.

TO DATE

Enter the ending date for the report.
If summarized data is to be used the summarized end date is displayed and cannot be changed unless the data is re-summarized.

SORT BY GROUP

Check this box to list the products within group within product class. Groups subtotals will be printed.
Uncheck this box to just sort the products by product class without groups.

SORT BY PRODUCT NUMBER

Check this box to print in product number order.
Uncheck this box to print in product description order.

DATE DETAIL

Check this box to print date detail for each product.
Uncheck this box to print totals and no date detail. Disposed product activity will be included.

SKIP ITEMS WITH NO ACTIVITY

Uncheck this box to include all products.
Check this box to ignore products having no income in the specified date range.

NEW PAGE PER CLASS

Check this box to print each Product Class on a separate page.
Uncheck this box if paging by class is not required.

INCLUDE SALES ITEMS

Check this box to include sales Items.
Uncheck this box to ignore sales items.

INCLUDE DISPOSED ITEM ACTIVITY

Check this box to include activity of products in all months, even the months after the products have been disposed or sold.
This field is checked and cannot be changed when Summarized Totals or when no Date Detail options are used for the report.

Uncheck this box to exclude any activity of sold items in the months following the disposal.
Activity before and within the month of disposal will still print.

INCLUDE FINANCING

Select one of the following finance options:

• Click Lease to include lease payments in the costs used to calculate the Gross Margin for non-bulk and bulk products, as entered in the Leasing Information window of the Rental Inventory.

• Click Asset Finance to include financing payments in the costs used to calculate the Gross Margin for non-bulk products as entered in the Asset Financing Information window of the Rental Inventory and then to further specify the payment portion, select from the following options:

  FINANCE COMPONENT

  Select one of the following finance portion options:

  • Click Interest to only include the interest portion of the payments in the costs used to calculate the Gross Margin.
  • Click Principal to only include the principal portion of the payments in the costs used to calculate the Gross Margin.
  • Click Both to include the complete finance payment (principal and interest) in the costs used to calculate the Gross Margin.

• Click No to exclude any lease payments or any financing payments from the cost totals on this report.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

Click the ACCEPT button to generate the output, or CANCEL to abort.

Note: Products could be omitted from the report output under the following conditions: