Hoops provides built-in Revenue Summaries throughout the SalesDoc creation process, helping teams quickly understand profitability, margins, and revenue performance while quoting.
Revenue information is displayed at multiple levels within a SalesDoc, giving users visibility into the financial performance of individual products, decorations, grouped items, and the entire document overall.
This helps businesses quote more efficiently while maintaining target margins and profitability requirements.
Product Level Revenue Summaries
Each product within a SalesDoc includes its own Revenue Summary displayed directly within the quoting interface.
The summary provides visibility into key financial metrics including:
Total Cost
Total Revenue
Gross Margin
Profit per Unit
Total Profit
This allows teams to immediately assess profitability while building quotes and adjusting pricing.
Product & Decoration Revenue Summary
When decorations, setup charges, or additional costs are added to a product, Hoops provides two Revenue Summary rows to help you understand profitability at different levels.
The top row shows the profitability of the product only.
The bottom row shows the profitability of the product including all rolled-up decorations and additional costs that have been incorporated into the product price.
This means:
If no decorations or additional costs have been rolled into the product price, both rows will show the same values.
If decorations or additional costs have been rolled up, the second row will show higher revenue, costs, and margin values because it includes those additional production components.
This allows you to quickly compare:
The profitability of the product itself
The profitability of the complete delivered item, including printing, embroidery, setup charges, and other production costs
For example, a garment may have a relatively small margin on its own. Once screen printing, embroidery, or other services are added and rolled into the selling price, the overall profitability of the finished item may be significantly different.
By displaying both views, Hoops helps you understand exactly where your profit is being generated and how different production elements contribute to the final result.
Group Revenue Summaries
For group products and decorations, Hoops can display a combined Revenue Summary across the entire group.
Group summaries provide a consolidated view of:
Combined product costs
Decoration costs
Setup charges
Total revenue
Margins
Overall profit performance
This gives teams a clearer understanding of profitability across complete product groupings rather than reviewing each component individually.
To access the Group Revenue Summary, hover over the Group header, you will see the button to view the Group Revenue Summary.
Entire SalesDoc Revenue Summary
Hoops also provides a complete Revenue Summary for the entire SalesDoc which can be accessed by clicking into the white space on the SalesDoc.
This document-level summary combines all products, decorations, setup charges, and additional costs into a single financial overview.
Having visibility into the overall document profitability helps teams confidently review margins before sending quotes to customers.
Benefits of Revenue Summaries
Revenue Summaries in Hoops help businesses:
Maintain target profit margins
Improve quoting accuracy
Understand profitability in real time
Identify low-margin products or services
Make pricing decisions more confidently
Improve visibility across Sales and Production teams
By providing financial visibility directly within the SalesDoc workflow, Hoops helps teams create more profitable and consistent quotes.