Profit, payments and finance
How Salone works out income, expenses, profit, margin and what you still owe suppliers on each job, and how to read the Finance page.
On this page
Salone works out the profit on every job from the prices on the order and the costs of its suppliers. This article shows where those numbers come from, on one order and across your whole showroom.
How the numbers fit together
In this example the only costs are three supplier rows. On a real order, other cost fields such as Installation Cost count too.
Job financials on an order
Open an order. The Job financials card is at the top of the Overview tab, with an Admins only badge.
| Line | How Salone works it out |
|---|---|
| Income | The client prices on the order. By default: Cabinet Price for Client + Countertop for Client + Installation for Client |
| Expenses | The total cost of every supplier row (one line, Suppliers (4)) + your other cost fields, by default Installation Cost |
| Profit | Income minus Expenses. Shown in red if it's negative |
| Margin | Profit as a percentage of Income |
| Still owed to suppliers | What you still have to pay across the supplier rows that have a cost |
The colored bar shows how the income splits into Suppliers, Other costs and Profit.
Get the numbers right
Enter the client prices
On the Spec tab, click Edit on the Pricing & Costs card. Fill in the "for Client" prices and Installation Cost, then click Save.
Add every supplier with its total cost
On the Suppliers (0) tab, add a row for each supplier and fill in Total cost. A row without a cost adds nothing to expenses yet. See Multiple suppliers on one order.
Record payments as you make them
Use Mark paid or + Add payment on each supplier row. Still owed to suppliers goes down as you pay.
Supplier payments vs client payments
Salone tracks what you pay suppliers: every payment is recorded on a supplier row. It does not track what the client pays you. The Down Payment milestone is just a tick box to remind you a deposit came in.
The Finance page
Click Finance in the left-hand menu to see Profit & Loss across all your jobs.
Pick a period
Click Week, Month (the default, 30 days), 90 days, 6 months or Year. Each period ends today.
Read the totals
The top row shows Revenue, Costs, Gross profit, Margin and Jobs, each compared with the period before.
The rest of the page breaks the numbers down:
| Section | What it shows |
|---|---|
| Cash out to suppliers | Paid in this period: supplier payments dated in the period. Owed to suppliers now: everything still open today on jobs that are not cancelled, in any period |
| Revenue vs costs | A bar chart over the period |
| Where the money goes | Costs by supplier category and cost field |
| Top suppliers | Your 10 biggest suppliers by spend, with paid and outstanding |
| Revenue by designer | Revenue per designer |
| Most profitable jobs and Lowest margin jobs | The top and bottom 5 jobs |
Which jobs count
A job counts in the period that holds its installation date. If it has none, Salone uses the order's old delivery date if there is one, and otherwise the date the order was created. Cancelled jobs are left out. Every other status counts, including New, so a quote you have priced but not won still shows up.
Good to know
- Profit uses whatever numbers are on the order, whatever its status.
- Margin shows a dash when an order has no income yet.
- Regular users can see and edit the price and cost fields and the supplier rows. Only the calculated views (Job financials, Finance) are admin-only.
- On older orders without supplier rows, Job financials may show the old cost fields, marked (original field).
- Clients never see your costs, payments, profit or margin.