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On the menu bar, select Reports > Gross Margin Report.
The Margin Report page is displayed.On the Grouping tab:
Select one more groupings in the Group By list.
Select Show Charge By Month. This means that the data will be grouped into a monthly block, according to the groupings that you selected in the Group By list.
Select Include Forecast.
Click Gross Margin.
The margin report appears, showing predicted margin:
The report is a simplified margin report; all you get is the total invoice margin figure.
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