# Gross Margin Analysis

### **Report Module Guide: Gross Margin Analysis**

#### **Module Location**

#### General Ledger > Report > Gross Margin Analysis

#### **Module Objective**

#### The **Gross Margin Analysis** module is used to generate a report that analyzes **Gross Margin**, which is the difference between Sales Revenue and the Cost of Goods Sold (COGS). This report is a very powerful profitability analysis tool, allowing you to dissect the margin by various dimensions such as customer, product, and payment status.

### **1. Report Parameters (Filter)**

#### The main page of this module is a form containing various filters to customize the analysis report that will be generated.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/0W2image.png)

#### Here is an explanation for each parameter:

- #### **Warehouse / Type of Report**:
    
    
    - #### Select the **Warehouse** and **Type of Report** (e.g., FINISHED GOOD) to define the initial scope of products to be analyzed.
- #### **Customer**:
    
    
    - #### Filter data by customer in various ways: **All**, **Category** (Customer Category), **Leader**, **Salesman**, or **Selected** (Specific Customer).
- #### **By Item Code / Material Category**:
    
    
    - #### Filter data by product, either for **All** products or a specific **Item Code**. You can also filter by **Material Category**.
- #### **Options**:
    
    
    - #### Filter transactions by their payment status: **All**, **Full Paid**, or **only Half Paid/Not Paid**.
- #### **Customer Date**:
    
    
    - #### Specify the **From** and **To** date range to define the analysis period (e.g., July 1, 2025, to July 31, 2025).
- #### **Based On**:
    
    
    - #### Defines the basis for the calculation, which is based on **Invoice** data.

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Select all the combinations of parameters you need in the **Filter** section to get the specific analysis you want.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/Juqimage.png)

#### **Step 2: Generate the Report**

#### After all parameters are set, click one of the three buttons in the bottom-left section of the page:

- #### **Display Report**: To preview the analysis report directly on your screen. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/Prlimage.png)
- #### **Export To MS Excel XLS**: To download the report data in an Excel file format (.xls). ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/sCaimage.png)
- #### **Export To MS Excel CSV**: To download the data in a CSV format. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/bsuimage.png)

### **Tips & Important Notes**

- #### This report is crucial for making strategic decisions related to **selling prices, product focus, and sales strategy**.
- #### Use the **Customer** filter with the **Salesman** option to evaluate the profitability generated by each salesperson.
- #### Use the **By Item Code** or **Material Category** filter to identify which products yield the highest and lowest profit margins.
- #### To get a valid margin analysis, ensure that the **Cost of Goods Sold (COGS) data is accurate** in the system.