P&L insight scaffold

Gross & Net Margin (P&L Lens)

Summarize period profitability with inputs for sales, COGS, labor, and operating expenses.

P&L inputs

Summarize a period's sales and cost buckets to visualize gross vs net margin.

Net sales ($)

COGS ($)

Labor ($)

Operating expenses ($)

Other expenses ($)

Gross Margin % = (Sales − COGS) ÷ Sales.

Net Margin % = (Sales − All Expenses) ÷ Sales.

Map expense categories cleanly even when a bucket is missing—prompt user to categorize.
Warn when gross or net margin falls outside target bands defined by the operator.
Handle zero sales periods while preventing divide-by-zero in margin calculations.

Replicate provided P&L sample to confirm gross and net margin math.
Adjust an expense category and verify waterfall plus percentages update together.
Reload page and ensure codex.pnl_margin.v1 restores expense mappings and targets.

We store your inputs on this device to resume your work; not shared or used for ads.

Charts and validation logic planned for financial reporting sprint.