https://app-na2.hubspot.com/knowledge-article/243990646/editor/369328511713/content

This article explains the Estimated Profit Margin field on Sales Orders (SOs) in Silo, how it's calculated, and where to find it. This helps you quickly gauge profitability on an order without leaving the SO screen.

Key Details

• The Estimated Profit Margin appears on Sales Orders, not on printed invoices
• It's visible in both view and edit modes in the SO footer
• This field was previously called "Estimated Blended Margin" — the name and formula have been updated

How It's Calculated:  Estimated Profit Margin = (Total Revenue − Expenses − Cost of Items Sold) ÷ Total Revenue

Where:

• Total Revenue includes revenue from lot items and non-inventory items
• Expenses are any expenses added directly to the Sales Order
• Cost of Items Sold is the cost associated with the lots on the order

Example

	Amount
Lot revenue	$1,000
Non-inventory item revenue	$200
Total Revenue	$1,200
Cost of items sold	$700
SO expenses	$100
Estimated Profit Margin	($1,200 − $100 − $700) ÷ $1,200 = 33.3%

Where to Find It

1. Go to Selling → Sales Orders
2. Open any Sales Order
3. Scroll to the footer section — the Estimated Profit Margin is displayed there

Important to consider

• This is an estimate — final margins may differ once all costs are settled
• The margin updates automatically as you add or remove lots, non-inventory items, and expenses on the SO