Templates

Margin profitability analytics ​

Field-service profitability workspace with five complete screens: an Overview with gross-margin KPI, target waterfall, rotating pattern insights, 12-week trend and an action inbox; a Jobs page with a 158-dot margin swarm, search, branch filter, sorting and pagination; a Leakage page with a branch-by-cause heatmap and ranked actions; a Forecast page with scenario switches that recompute the projection live; and a per-job profit bridge with planned-vs-actual and full-cost-stack views. Analyze pages cover customers, job types, technicians, branches and trends.

Source-inspired implementation from the Margin design posts by @nizamdesign. Recreated with local components, layouts and copy; no downloaded product code, assets or brands. Interaction details not visible in the source images (hover states, page transitions) are our interpretation, not an exact match. All data is fictitious; filters, exports and settings act locally only.

Overview

vs Sep 14 to 20

Gross margin

Week of Sep 21 to 27

34.0%

▼ 1.2 pts vs last week

4 pts under the 38.0% target. $19.3K of profit lost against target this week.

89% of target
Revenue
$482K ▲ 6.2%
Gross profit
$164K ▲ 2.5%
Jobs completed
158

Why it is under target

4 points lost against the 38% target

Labor and materials explain two thirds of the gap. Both trace back to installs in Dallas.

✦ Pattern found1 of 3

8.2 pts under estimate over 60 days

Compressor replacements are losing margin

Labor runs 34% over the quote on 29 jobs, most of them Dallas installs.

Last 12 weeks

Margin by week
Jul 6Sep 21

Needs you

4 things this week

Fictitious data · Local interaction only · Source-inspired recreation, not the original product.

Motion and accessibility ​

Cards, bars, dots and chart lines animate in on load and on page switch; scenario switches and hover states transition smoothly. Reduced-motion preferences disable all animation while keeping every value visible. Sidebar navigation is keyboard reachable with visible focus; low-margin swarm dots, table job links, scenario switches and dialogs are fully keyboard operable. Dialogs close with Escape. Tables scroll horizontally on narrow screens, and the sidebar collapses into a section select.