Revenue & Retention

Gross Margin

Gross margin is the percentage of revenue remaining after subtracting the direct costs of delivering your product or service.

Key Takeaways
  • Gross margin measures profitability after direct costs (COGS), expressed as a percentage of revenue. It shows how much revenue is available for operating expenses.
  • Common Mistakes:
  • Including operating expenses like sales and marketing in COGS (those go below gross margin).
  • Not allocating shared costs like infrastructure across products correctly.
  • Ignoring support costs when they're directly tied to revenue generation.
  • Comparing gross margin across companies with different cost structures.
  • Failing to update COGS allocation as the business scales.
  • Confusing gross margin with net margin (net includes all operating expenses).

Definition

Gross margin measures profitability after direct costs (COGS), expressed as a percentage of revenue. It shows how much revenue is available for operating expenses.

High gross margin (>80%)

Software/SaaS businesses with low delivery costs.

Medium margin (50-80%)

Hybrid businesses or services with moderate COGS.

Low margin (<50%)

Hardware, resale, or high-infrastructure costs.

Formula

Gross Margin (%) = (Revenue − COGS) / Revenue × 100

Variables

Revenue

Total sales or subscription revenue.

COGS

Cost of Goods Sold: hosting, support, delivery costs directly tied to revenue.

Examples

SaaS gross margin calculation

ItemAmount
Revenue$100,000
Hosting costs$8,000
Support costs$7,000
COGS total$15,000
  1. 1Gross profit = $100,000 − $15,000 = $85,000
  2. 2Gross margin = $85,000 / $100,000 × 100 = 85%
Gross margin = 85%

Track in Daymark

Data Sources

CSVgoogle sheetspostgreSQL

Required Fields

Revenue and COGS by period
  • period
  • revenue
  • cogs

Sample Questions

  • What is the current gross margin?
  • Show gross margin trend over the last 12 months
  • Calculate gross margin by product or service line
  • What are the biggest components of COGS?
  • How does gross margin vary by customer segment?
  • Forecast gross margin impact if hosting costs increase 20%
  • Compare gross margin to industry benchmarks

Dashboard Template

1. line
Gross margin trend

Margin percentage over time

2. stacked area
Revenue vs COGS

Revenue and cost breakdown

3. pie
COGS breakdown

Where costs go

4. bar
Margin by product

Compare profitability

Common Mistakes

  • Including operating expenses like sales and marketing in COGS (those go below gross margin).
  • Not allocating shared costs like infrastructure across products correctly.
  • Ignoring support costs when they're directly tied to revenue generation.
  • Comparing gross margin across companies with different cost structures.
  • Failing to update COGS allocation as the business scales.
  • Confusing gross margin with net margin (net includes all operating expenses).

FAQ

Q: What should be included in COGS for a SaaS business?

Hosting/infrastructure, customer support, professional services delivery, and any costs directly required to serve customers.

Q: What's a good gross margin for SaaS?

Most healthy SaaS businesses target 75-85% gross margin. Below 70% may indicate scaling issues.

Q: How is gross margin different from net margin?

Gross margin only subtracts COGS. Net margin subtracts all expenses including S&M, R&D, and G&A.

Start Tracking Gross Margin