Viewing Profit in a shipment

In this Article

You will learn how to view the Profit of a shipment in a Quote or Booking.

Navigation

Setup

Before you can view the profit in a Quote or Booking, you must first create a Quote or Booking or Edit an existing one.

Once in a Quote or Booking, you can locate the Operating Profit in the Finance section just below the Charges and Costs.:

Steps


Viewing the Profit of the Quote or Booking

The total charges will be displayed in green and total costs in red. The Operating Profit will also be displayed in green.



Viewing the Profit breakdown

To view the breakdown of the profit, click on the Chart icon in the top right corner of the Finance section.

A Sankey diagram will show the relative proportions of charges and cost that comprise the revenue and expenses and provide a visual diagram of the profit.

  • The BL overide amount will also be shown for reference purposes even though it does not affect the profit.
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