How to access the Profit Analyst

Note: An employee cannot use Profit Analyst unless they are explicitly given access. Learn more:  How to give an employee access to the Profit Analyst

1. In the Invoice/Quote module, highlight an invoice or quote item.
2. Do one of the following:
   • Right-click the line item, and then select Profit Analyst.
   • Press and hold Alt and then press A. (Alt + A)
   • On the Edit menu, click Profit Analyst.
3. Change the invoice item Quantity and Price.  In the Profit Analyst window, the Cost, Profit and Margin values will update automatically.
4. When you have the desired values, do one of the following to close the Profit Analyst window:
   • Press Esc.
   • Click Cancel [X].