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Gross Profit KPI

edited Jan 3, 2020 12:28AM in Search / Reporting 2 comments

Hi,

I am trying to create a saved search to be viewed on the dashboard. What I want to have is the gross profit for a subsidiary, basically all i want is the sales account minus the cost of sales account.

It might be pretty simple but I'm new to this formula stuff.. What I have is the following:

Criteria
Account is any of 4001000 SALES, 5001000 COST OF SALES

Results
Formula (Numeric) - Sum
CASE WHEN {account.name} = '4001000 SALES' then {amount} WHEN {account.name} = '5001000 COST OF SALES' THEN -{amount} ELSE 0 END

I am getting some weird numbers unrelated to what my accounts are currently showing.... Any help on what I am doing wrong in the formula or if I should be doing it in another way ?

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