get_gross_margin — Gross Margin by Item

Revenue minus cost of goods per item, by month — which products actually make money.

This is a Named SQL Query (SAP /SQLQueries) — dynamic aggregate SQL returning per-query rows, not a fixed Service Layer entity.

Gross-margin report — revenue minus cost of goods per item, by month. Returns one row per item × month with the revenue (from A/R invoice lines), the cogs (from delivery lines), the gross_margin (revenue − cogs), and the margin_pct, plus the item name and a YYYY-MM period label, newest month first. An item invoiced but never delivered shows 100% margin (no COGS).

Try these prompts

“show me gross margin by product”
“which items make money?”
“profit per item by month”
“margin for I002”

נסו גם בעברית

“הצג רווח גולמי לפי מוצר”
“אילו פריטים מרוויחים?”
“מה הרווחיות של כל פריט בחודש?”

Arguments

Arg	Required	Meaning
`item_code`	optional	One product, e.g. `I002`. Omit for all items.

Example result

I001 is your margin leader. I001 — $4,200 revenue, $2,600 COGS, $1,600 margin (38%) for 2025-06. I002 — $1,900 revenue, $1,700 COGS, $200 margin (11%).

Result columns

Column	Type	Meaning
`item_code`	text	The item’s SAP code.
`item_name`	text	The item’s name.
`period`	text	The invoice month the row covers, `YYYY-MM`.
`revenue`	number	Invoiced revenue for that item in that month, from A/R invoice lines.
`cogs`	number	Cost of goods for that item in that month, from delivery lines (0 when nothing shipped).
`gross_margin`	number	`revenue` minus `cogs`.
`margin_pct`	number	`gross_margin` as a percentage of `revenue`.

Charts

None. This tool returns one row per item × month, so no single column is unique per row — a chart keyed on item_name would draw one bar per item per month under a repeated label. Aggregation belongs in the tool’s SQL, not the chart layer (decided 2026-07-29): a chart is declarable only where the tool already returns the grain the chart wants. To chart gross margin, add a tool (or a param) that groups to one row per item.

get_revenue_monthly — revenue rollups without cost.
report_inventory_valuation — the money value of on-hand stock.