Would you like to know exactly how much margin a campaign generates? Are you billing products and services from several sales campaigns on the same invoice?
Use the Campaign Margin Analysis app to track the margin rate of your campaigns.
Associate each product line, across the entire chain of docs, sales or purchases, to measure the profitability of your campaign!
Once the app is installed :
- go to the "settings" tab in the app
- define the commercial documents that are the source of your margin calculations, for both sales and purchases: indicate "YES" for those on which you wish to enter campaigns on each line.
On these commercial documents, new information is displayed.
When entering each product line, a "campaign" field allows you to select, via a drop-down menu, the campaign to be associated with.
When the product line is added, and the sales document is validated, the amount of the line is taken into account in the margin calculation.
Margin calculations
When transforming documents into other documents, campaign information will follow
The margin will be calculated from :
- Supplier purchase invoices
- Sales invoices
