See the true margin behind every quote

Overhead, logistics and standard cost rolled into one true margin per order line and order, with a point-of-quote discount check and a configurable margin-floor guardrail that stops unprofitable deals before they ship.

The problem

Gross margin looks healthy on paper, but unallocated overhead, warehouse and fulfillment costs, and sales-team discounting quietly erode real profit. By the time it shows up in a period-end accounting report, the unprofitable order has already shipped — and nobody could check the deal's true margin before approving the discount.

The solution

Sale Product Profitability Analysis adds overhead and logistics cost layers directly onto each quotation line, showing a true, all-in margin with a color-coded status the moment a quote is built. A one-click discount simulator and a configurable margin-floor guardrail let sales verify — and finance enforce — that every deal still makes money before it is confirmed.

Capabilities

Everything you need to protect margin

Every capability below is implemented in the module.

01

All-in true margin per line

Every quotation line shows a consolidated unit cost — standard cost plus configurable overhead and logistics rates — next to the resulting true margin and true margin percent.

02

Color-coded margin status

Each line and order is automatically flagged On Target, Below Target, or Below Floor against your configured targets, with matching row colors in the order form and the profitability report.

03

Order-level margin rollup

Total cost and true margin roll up to the order, with a below-floor alert banner on the sales order form the moment a confirmed line falls under your configured margin floor.

04

Point-of-quote margin check

A Simulate Discount button on the sales order opens a one-click margin check, so a rep can confirm a deal is still profitable before committing to a discount — not after the order has shipped.

05

What-if discount simulator

Pick a product, quantity and proposed discount to instantly see the resulting net price, revenue, cost, margin and margin percent, plus a clear profit-or-loss verdict.

06

Margin-floor guardrail

Configure margin-floor enforcement as off, warn, or block so decentralized discount approvals can no longer sink profitability without visibility or a documented override.

07

Profitability Analysis report

A dedicated pivot, graph and list report analyzes margin by product, product category, customer, salesperson and sales channel, with sum and average footers for fast drill-down.

08

Quick filters and margin ranking

Built-in search filters for Below Floor, Below Target and On Target, plus group-by dimensions, let you isolate the exact set of products or orders dragging down profitability.

09

Configurable cost and target settings

Set blended overhead and logistics rates, your margin target and margin floor, and the enforcement mode from a dedicated Sales Settings section — no code, no external spreadsheet.

Workflow

How it works

1

Configure your rates

Set overhead and logistics rates, margin target, margin floor and enforcement mode once in Sales Settings.

2

Quote as usual

True unit cost, margin and status badges appear automatically on every sales order line as it is quoted.

3

Check before you discount

Run the What-If Discount Simulator or the order's Simulate Discount button to verify a deal is still profitable.

4

Analyze and act

Drill into the Profitability Analysis report by product, customer, salesperson or channel to find and fix margin leaks.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

This module runs on Odoo 19, 18 and 17 and only requires the standard Sales app plus the built-in Margins feature (sale_margin) — no other paid apps are needed.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Sale Product Profitability Analysis

True margin after overhead and logistics on every line and order, with color-coded status, a point-of-quote check, a what-if discount simulator and a margin-floor guardrail.

Buy on Odoo App Store