This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.
We need to calculate percent of sales for certain expense lines and expense rollups. I am having difficulty creating either a report or a sheet for this. I have a revenue line called Glass Sales. I want to know what Glass COGS is as a percentage of Glass Sales. There are several other accounts that I also want to calculate as a percent of Glass Sales, so setting up individual Metric accounts could get cumbersome. This percentage will be evaluated on an annual basis. What are my options?
There is an element in reports called "Display as Percent" that would allow you to get the output that you want without having to create multiple accounts. You can drag this element into your report design area, right-click, and select the Glass Sales account as the denominator in the calculation. You can then add any accounts that you want to see as a % of Glass Sales. You could also create a Custom Calculation.