The Gross Margin Report in Hoops allows you to analyze profitability across your sales activity by comparing total sales income against total costs.

Unlike many reports that are typically handled inside accounting platforms such as Xero or QuickBooks, the Hoops Gross Margin Report contains detailed operational sales data that often does not exist inside accounting systems.

This makes it one of the most valuable financial reports available within Hoops.

To generate a Gross Margin Report:

The report will then calculate your gross margin across the selected period.

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The report breaks sales down into three major categories:

For each category, Hoops calculates:

This allows you to quickly understand where profitability is being generated across your business.

Because Hoops tracks detailed product, decoration, and operational pricing information, the Gross Margin Report provides insights that are often unavailable in traditional accounting reports.

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On the left-hand side of the report, you can choose how to group the data.

Groups gross margin data by customer using only SalesDocs that have been converted into Jobs.

This allows you to identify:

Because this report only includes converted Jobs, it reflects confirmed sales rather than draft opportunities.

Groups gross margin data by the user who originally created the SalesDoc that was later converted into a Job.

This helps measure quoting and sales performance across your team based on confirmed sales activity.
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The Quotes per Customer view displays all quote values created during the selected reporting period, regardless of whether those quotes were converted into Jobs.

This allows you to analyze:

Unlike the Sales reports, this view includes both won and unconverted opportunities.

The Quotes per User view displays all quotes created by each user during the selected reporting period, regardless of whether the quotes were converted into Jobs.

This can be extremely useful for measuring:

Many businesses use this report to compare quoting activity against actual converted sales performance.

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One of the most important concepts in Hoops reporting is understanding when a sale is officially counted.

In Hoops, a sale is recognized on the date the SalesDoc is converted into a Job.

This means the report does not use the original quote creation date.

In this situation:

This ensures reports reflect confirmed production work rather than draft or pending opportunities.

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The Gross Margin Report also allows you to view quote activity separately from converted sales.

This is extremely valuable because it helps you identify:

This can become a powerful sales management tool.

Your team may have:

This immediately highlights that there is:

Many businesses use this report to help drive sales follow-up activity and improve conversion rates.

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Accounting platforms are excellent for finalized financial reporting, but they often lack detailed operational sales information.

The Hoops Gross Margin Report provides visibility into:

This makes it an extremely valuable management and operational reporting tool.