Margin Analysis

Margin Analysis shows the quality of the work you sold, not just the amount of revenue you booked.

What It Tracks

This report combines:

• Revenue
• Estimated or actualized cost
• Gross profit
• Gross margin
• Callback leakage
• Sold-to-job conversion coverage

You can break that performance down by module, service, client, and crew.

Callback Impact

The callback panel now separates two kinds of callback signals:

• Explicit callback jobs from callback-tracking settings on the job
• Inferred callback jobs based on job notes and complaint-style wording

This helps you distinguish well-tracked callback work from older workspaces that still rely on note-based signals.

Sold-to-Job Conversion

The sold-to-job card shows how much accepted work has been linked back to a real job. This matters because:

• Crew and callback reporting depends on job links
• Margin quality gets stronger when actual field execution is attached
• Unlinked sold work points to scheduling or workflow gaps

Best Uses

• Review which services look profitable on paper but fall apart with callbacks
• Compare crews with high revenue but weak adjusted margin
• Find sold work that still has no linked job