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Finances

How to understand profitability

Review net revenue, expenses, labor, net profit, and margin by job.

Updated

For: Owner, Admin

Before you start

  • Confirm you are in Finances before comparing amounts.
  • Use period filters only when you need to review another month.
  • Do not press Save, Export CSV, or Send when you are only reviewing information.

1. Open Profitability

  1. Go to Finances.
  2. Click the Profitability card.
  3. Confirm the visible period before comparing jobs.
Profitability screen with net revenue, expenses, labor, profit, and margin

2. Read the top cards

  1. Net revenue shows money recognized in the period.
  2. Expenses and Labor reduce profit.
  3. Net profit summarizes what remains after those costs.

3. Review each job

  1. The table shows job, customer, status, revenue, expenses, labor, profit, and margin.
  2. A high margin means recorded costs are low compared with revenue.
  3. Use search, period, status, and sort to review specific jobs.

Statuses and options you may see

In progress

Means: The job is still open and can still change.

Next step: Do not treat it as final until the job is complete.

Net revenue

Means: Revenue for the visible period after visible adjustments.

Next step: Compare it with expenses and labor.

Labor

Means: Cost calculated from team hours.

Next step: Review hours if the cost looks unexpected.

Jobs at loss

Means: Jobs where cost is greater than revenue.

Next step: Review price, expenses, and time recorded.

Export CSV

Means: Downloads the visible information for review outside IMPULSO.

Next step: Use it only when you need to send data to your accountant or analyze it separately.