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Contribution margin by product
Use exported QuickBooks files to calculate contribution margin by product. You get product sales, variable costs, margin, and margin percentage.
Someone typed
“calculate contribution margin by product: revenue minus variable costs, and the margin percentage”
The agent read it as
Calculate contribution margin by product: revenue minus variable costs, and the margin percentage, using QuickBooks Product/Service List, QuickBooks Sales by Product/Service Detail and QuickBooks Purchases by Product/Service Detail.
What the agent built
5 steps, each one an ordinary Mammoth step you can open and change.
File
QuickBooks Product/Service List
CSV export · 8 rows
File
QuickBooks Sales by Product/Service Detail
CSV export · 24 rows
File
QuickBooks Purchases by Product/Service Detail
CSV export · 18 rows
Step
Total signed sales by product
Step 1
Step
Total signed costs by product
Step 2
Join
Add sales totals
8 of 8 paired
Join
Add variable costs
8 of 8 paired
Step
Calculate margin and percentage
Step 5
Result
Product Contribution Margin
8 rows
Schedule
Runs when you say
Proposed
- FileQuickBooks Product/Service ListCSV export · 8 rows
- FileQuickBooks Sales by Product/Service DetailCSV export · 24 rows
- FileQuickBooks Purchases by Product/Service DetailCSV export · 18 rows
- StepTotal signed sales by productStep 1
- StepTotal signed costs by productStep 2
- JoinAdd sales totals8 of 8 paired
- JoinAdd variable costs8 of 8 paired
- StepCalculate margin and percentageStep 5
- ResultProduct Contribution Margin8 rows
- ScheduleRuns when you sayProposed
Checked on the sample files: every step ran, 8 rows came out, and the join paired 8 of 8 rows; the join paired 8 of 8 rows.
- Download QuickBooks Product/Service List sample (8 rows)QuickBooks: Sales > Products and services > Export
- Download QuickBooks Sales by Product/Service Detail sample (24 rows)QuickBooks: Reports > Sales by Product/Service Detail > Customize date range > Export
- Download QuickBooks Purchases by Product/Service Detail sample (18 rows)QuickBooks: Reports > Purchases by Product/Service Detail > Customize date range > Export
What you get back
The result of that run, the rows to look at first.
Product Contribution MarginSample data8 rows
| Product | Contribution margin | Margin percentage | Revenue | Variable costs |
|---|---|---|---|---|
| boreal_tote | 298 | 49.01 | 608 | 310 |
| drift_bottle | 568 | 70.12 | 810 | 242 |
| folio_light | 544 | 67.16 | 810 | 266 |
| aurora_mug | 546 | 73.39 | 744 | 198 |
| carbon_notebook | 565 | 69.75 | 810 | 245 |
| ember_cap | 564 | 75.40 | 748 | 184 |
| glow_stand | 443 | 49.22 | 900 | 457 |
| harbor_kit | 175 | 41.67 | 420 | 245 |
How do you calculate contribution margin by product?
Export your product list, sales detail, and cost detail from QuickBooks. Then total signed sales by product, total signed costs by product, add the sales and cost totals, and calculate contribution margin and margin percentage for each product.
How it works
How to use the Product Contribution Margin workflow
- 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
- 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
- 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.
Product Contribution Margin: questions
Which export files do I need for this workflow?
Use exported files that contain your products, sales detail, and cost detail. The workflow reads those rows and groups them by product.
What happens if a row does not match a product?
Rows that do not match a product are left out of the matched totals. You can review them and fix the product name or code in the exported file, then run the workflow again.
How do you change the rules in words?
Change the rule text to match how your file is structured. For example, you can group by a different product field, change which rows count as sales or costs, or update the formula used for margin and percentage.
Get early access to this workflow
It will open already built and checked on the sample files. Swap in your own exports and see your result.
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