See your profit breakdown without making it visible to your client. The pricing sheet can be broken down by category, vendor, room, and more! You can also create a pricing sheet of all products and services across the project. With a pricing sheet, you'll be able to see your cost, client price, and any profit. The pricing sheet can be exported as a CSV and opened in Excel, Google Sheets, Numbers.
**Note** For the examples below, be sure you're in table view with pricing and markup/discount turned on!
Create a Pricing Sheet
To create Pricing Sheet, you'll first open up your project and go to Products & Services.
If you would like to see your profit of all products and services across the project, change the Display Type in the Search/Filter panel on the right-hand side to Table.
**Note** Doing so on the All Products & Services page ensures your client will never see it as they do not and will not ever have access to this page. Or if you create a view, be sure to not add them as a viewer.
Use the scroll bar at the bottom of the screen to scroll toward the right until you see Cost, P/L, and Price. Here you can see what you've paid (Cost), the client total (Price), and your profit (P/L - Profit/Loss).
**Pro Tip** Want to see the pricing sheet without some of the extra columns? Change the Field of Visibility in the Search/Filter panel and save what you see as a View by clicking "Create View!"
This will let you easily toggle to your Pricing Sheet without having to change the Field of Visibility every time. This will also allow you to download a CSV file of your pricing sheet. Learn more about Views.
Price Sheet per category, vendor, room, and more!
Don't want to see the profit of all products and services across the project? Use your Views and Field of Visibility to narrow things down!
Need to see your profit for only light fixtures, appliances, or furniture? Use the Category dropdown menu in the Filter By: located on your Search/Filter panel.
**Note** You can only select one Category at a time.
Once you select the Category, you can also select a Subcategory!
**Note** You can select more than one Subcategory at a time.
Need to see your profit per Vendor? Use the Vendor dropdown menu in the Filter By: located on your Search/Filter panel.
**Note** You can select more than one Vendor at a time.
For this Pricing Sheet you can either search by tags in the Search/Filter panel on the All Products & Services page or you can select a View (Room) you've already created!
**Note** You can select more than one tag at a time (if you want to see Bedroom 1, 2, and 3 for instance).
Filter by Types of items (Products, Services, Custom Products), Statuses (Proposed, Invoiced, Ordered, None) or mix and match!
Why does my profit show $0?
Generally this means a quantity or price is missing - be sure to double check the numbers on a product that shows a profit of $0!
**Note** Be sure you're in table view with pricing and markup/discount turned on!
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.