1. Overview

The Margin tab gives operators a weekly and monthly view of profitability across revenue, labor, operating expenses, and gross margin performance.

Instead of waiting for month-end close, Finz helps teams monitor operational performance continuously throughout the month.

2. Understanding WTD vs MTD

WTD (Week-to-Date)

Shows performance for the current operating week.

Operators use WTD views to monitor:

• labor trends

• spending changes

• short-term margin movement

• weekly profitability

MTD (Month-to-Date)

Shows cumulative performance across the current month.

MTD views help operators understand:

• overall business performance

• month-wide margin trends

• operating efficiency

• profitability progression

3. Margin Summary Cards

The top summary cards provide a quick snapshot of:

• Revenue

• Gross Profit

• Gross Margin

• Operating Expenses (OpEx)

• Operating Profit

Each metric compares current performance against the previous month to help operators quickly identify meaningful changes.

4. Weekly Margin Breakdown

The margin table breaks down performance by operating period.

Operators can review:

• Revenue

• COGS

• Labor

• Operating Expenses

• Gross Profit

• Profit

• Margin %

This view helps teams identify:

• margin compression

• elevated labor costs

• unusual operating spend

• declining profitability trends

5. Uncategorized Transactions

Uncategorized transactions can impact margin accuracy and reporting visibility.

Finz highlights uncategorized activity directly in the margin table so operators can review and assign transactions before month-end close.

Large uncategorized balances may:

• distort operating expenses

• reduce reporting accuracy

• impact profitability calculations

We recommend reviewing uncategorized transactions weekly.

Related resources:

→ How to categorize transactions
→ How to review transactions

6. Recommended Weekly Workflow

Most operators review the Margin tab weekly to:

• Monitor WTD and MTD performance

• Identify unusual cost increases

• Review uncategorized activity

• Compare margin trends across periods

• Investigate operational changes before month-end