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Profitability & Margins

Module: Financials · For: Carrier users · Page address: /carrier-portal/financials/profitability

How to get there

Section titled “How to get there”

Finance → Accounting → Profitability

Who can use this page

Section titled “Who can use this page”

Needs: View permission on the Financials module.

Seat Can open it
Owner / Admin Yes
Manager Yes
User Yes

Actions on this page and the permission each needs

Section titled “Actions on this page and the permission each needs”
Action Permission Notes
Export 2 rows to CSV Export on Financials Manage also grants it

What this page tells you

Section titled “What this page tells you”

Every figure here is a READ of what has already been posted or invoiced. Nothing on this screen moves money, and a margin is only ever stated at a grain where both a revenue key and a cost key resolve to the same dimension. Top 8 customers by invoiced AR, from the rows this page has read. Revenue-side only — no cost is attributed at customer grain, so nothing here is a margin. Only customers with invoiced revenue above zero are charted — a zero or negative row has no share of a total and would draw an empty band. Every row, including those, is in the table below.

Profitability & Margins

What you see

Section titled “What you see”
  • Where your invoiced revenue comes from
  • Revenue by Customer

Table columns

Section titled “Table columns”

Segment · Value · Share · Detail · Brazos Valley Foods Llc · Customer · Invoiced Revenue · Collected · Outstanding Ar · Invoices · Overdue

Tabs

Section titled “Tabs”
  • By Product/Service
  • Revenue by Customer
  • Spend by Vendor
  • By Department
  • By load
  • Company Summary
Tab: By Product Service

By Product Service tab

Tab: Revenue by Customer

Revenue by Customer tab

Tab: Last page 1

Last page 1 tab

Tab: Spend by Vendor

Spend by Vendor tab

Tab: By Department

By Department tab

Tab: By load

By load tab

What you can do

Section titled “What you can do”
  • Refresh
  • Filters
  • Export 2 rows to CSV
  • Customer
  • Invoiced revenue
  • Collected
  • Outstanding AR
  • Invoices
  • Overdue
  • Rows per page — currently 10

Fields

Section titled “Fields”
Field Required Type Example
Receivables No combobox Any receivables

Loading, empty and error states

Section titled “Loading, empty and error states”
Loading state

loading state

Popover-Guide state

popover-guide state

Tooltip state

tooltip state

Last updated 2026-10-27