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Profit Margin Calculator

Set your default profit margins so every quote prices itself correctly.

Margin vs markup

  • Margin — profit as a percentage of the sell price. A 30% margin on a $1,000 cost = $1,428.57 sell price.
  • Markup — profit as a percentage of the cost. A 30% markup on a $1,000 cost = $1,300 sell price.

Sortinal lets you work in whichever mode you prefer.

Where to configure

Go to Settings → Equipment & Pricing → Profit Margins. Set default margins for:

  • Equipment (indoor + outdoor units)
  • Materials (pipe, electrical, mounting)
  • Labour

Per-quote overrides

You can override the margin on any individual quote. Useful for competitive jobs or premium installs where your margin differs from the default.

Tips

  • Know your break-even rate — the minimum margin that covers your overheads
  • Use a higher margin on extras and add-ons — customers are less price-sensitive on accessories
  • Review your margins quarterly against your actual costs in the Statistics module