The Commercial tab

Commercial answers the money questions: what's my stock worth, how fast am I turning it over, and where is the margin? This article walks through every panel on the tab and explains how each number is built.

Before you start

• You need Reports view permission and a Pro plan.
• You're on Reports → Commercial.
• Money figures use your organisation's accounting currency. Set it in Accounting currency.

Key metrics

A row of cards at the top:

• Total stock value: the sum of landed costs across every vehicle currently in stock. This is what your inventory has cost you, not what you hope to sell it for.
• Sold this month: count of vehicles sold in the current month (independent of the filter date range, so you always have a same-month benchmark).
• Avg days purchase to sale: average number of days from purchase date to sale date across recently sold vehicles. Tells you how fast you're turning stock.
• Avg landed cost: the average cost of a vehicle in your current stock.
• Avg sale price: the average sale price across vehicles sold in range (agreed price where set, advertised price as fallback).
• Estimated profit: sum of each sold vehicle's margin across the range. It includes each vehicle's share of shipment costs, and when your tax is on it is shown net of tax (indicative).

Charts

Four charts tell you where the money is flowing.

Profit trend

Profit by month for the selected range (net of tax when your tax is on). A useful shape to spot seasonality or see whether margins are trending up or down.

Margin by make and model

Your best and worst performers by average margin. Tells you what to double down on and what to de-prioritise.

Cost breakdown

The split of cost categories across your vehicles: how much of your spend goes to Purchase, Transport, Taxes & Duties, Parts & Labour, Preparation, and Other.

Landed vs sale by make

Side-by-side bars of landed cost and sale price by make. A bar pair where sale and landed are close means thin margins; one where sale is well above landed means the make is carrying its weight.

Actionable tables

Six tables that each surface a specific attention item.

Recently sold with margin

The last batch of sold vehicles with landed cost, sale price, and margin shown per row. Good for a quick "did that deal make sense?" check.

Highest landed cost

Your most expensive stock by landed cost. Review these first; slow-moving high-cost stock ties up the most cash.

Weak margin

Vehicles where the margin is below 10% of landed cost. Investigate each one: was it priced wrong, or did costs creep up unexpectedly?

Aged unsold high cost

Vehicles that have been in stock more than 90 days with a high landed cost. Combined age and cost makes these the most urgent to move or re-price.

Sold with incomplete costing

Vehicles that have been sold but don't have a complete set of costs recorded. Fix these so your margin numbers are accurate.

Vehicles with no asking price

In-stock vehicles that don't have an advertised or agreed sale price set. You can't sell what isn't priced; work through this list to close the gap.

How margin is calculated

For any sold vehicle:

• Landed cost = sum of every cost row on the vehicle, plus its share of any shipment costs (a shipment's costs are split evenly across the vehicles on it), converted to your accounting currency.
• Sale price = agreed sale price if set, otherwise advertised price.
• Margin = sale price minus landed cost. When your tax is turned on, this is shown net of tax: an indicative figure after the estimated tax impact, the same net margin you see on each vehicle's page. It is guidance for pricing decisions, not a tax return.
• Margin % = margin divided by landed cost, expressed as a percentage.

Vehicles with no cost rows or no sale price don't contribute to margin figures. Because the calculation is the same one used on each vehicle, the totals here line up with the per-vehicle figures.

Why numbers might look off

• Costs aren't complete. If you haven't recorded shipping, customs, or workshop costs on a vehicle, its landed cost is understated and its margin is overstated. Check the Sold with incomplete costing table.
• Currency conversions. Individual costs in non-accounting currencies are converted using the rate on each cost row. If a rate was missing at entry, the conversion won't work and the cost is treated as zero.
• Sold but not marked sold. If a vehicle's status doesn't show as Sold or Delivered, it won't count in the sale figures even if you've taken payment.

How filters affect the Commercial tab

Every metric and table respects the filter bar. Narrow to a specific supplier to see their margin performance; narrow to a make to see which models sell best; and so on. Full details in Filtering your reports.