Reports and Dashboards
Line Item Object Fields
Field guide for Quote Line and Sales Order Line reporting
Line objects answer item-level questions. Use them when the report needs SKU, item group, quantity, line revenue, line cost, line margin, commission tier, or fulfillment quantity.
Use header objects when you need one row per quote or order. Use line objects when you need one row per product, credit, shipping, or service line.
Sales Order Line
Sales Order Lines are the best source for product performance after an order is created.
| Field family | Important fields | How to use in reports |
|---|---|---|
| Order and item | Sales Order, Item, Item SKU, Item Product Type, Description, Sort Order, Line Category. | Use to group product sales by item, product type, order, or customer through the order relationship. |
| Quantity and price | Quantity, Unit Price, Net Unit Price, Discount Percent, Line Discount Percent, Line Total, Line Revenue, Total Line Revenue. | Use for product sales, discounts, and item-volume reports. |
| Credit/revenue flags | Is Credit Item Flag, Is Revenue Generating Line. | Filter out credit lines when reporting product revenue, or isolate credit behavior. |
| Fulfillment | Counts Toward Fulfillment, Fulfilled Quantity, Quantity Left To Ship, ThreePL Source Line Ref. | Use for item-level fulfillment and backorder reports. |
| Actual cost and variance | Actual COGS Line Total, COGS Variance, COGS Variance %, Total Line Cost. | Use when actual COGS or variance matters. |
| Standard/BOM cost | Uses BOM Cost, Has BOM Cost Basis, Std COGS from BOM Total, Std Calculated COGS Total, Std Cost RM, Std Cost FG, Std Cost PK, Std Cost CRD, Std Cost SHP, Std Cost DV. | Use for BOM/cost coverage and cost-driver reports. |
| Margin | Gross Profit Actual, Gross Margin Actual, Gross Profit Std BOM, Gross Margin Std BOM, Line Gross Margin, Line Gross Margin %, Line Net Margin, Line Net Margin %, Line Profit per Unit, Has Negative Margin, Margin Category. | Use for item profitability and margin exceptions. |
| Commission | Commission Amount, Commission Rate Percent, Calculated Commission Rate, Commission Status, Commission Tier, Commission Tier Applied, Commission Tier Name, Matched Tier Name, Commission Basis, Commission Basis Amount, Commission Group, Commission Price Column, override fields, split fields, and approval fields. | Use for line-level commission analysis and payout review. |
| Tier opportunity | Next Commission Tier, Next Tier Name, Nudge Message, Spend To Next Tier, Potential Additional Commission. | Use for coaching reps toward better pricing/quantity tiers. |
| Migration lineage | External Source * fields. | Use only for import audit/reconciliation. |
Best practice: if a Sales Order has good total margin but one item is losing money, the order header will not show enough detail. Use Sales Order Line reports for SKU-level decisions.
Quote Line
Quote Lines are the pre-order version of item-level detail. They are useful for quote review, approval risk, item pricing, margin preview, and commission preview.
| Field family | Important fields | How to use in reports |
|---|---|---|
| Quote and item | Quote, Item, Description, Sort Order, Line Category. | Use to inspect quote composition. |
| Quantity and price | Quantity, Unit Price, Discount Percent, Line Total, Total Line Revenue. | Use for quoted item volume and pricing. |
| Credit/revenue flags | Is Credit Line, Is Revenue Generating Line. | Separate credit/discount lines from revenue lines. |
| Cost and BOM | Uses BOM Cost, Total Line Cost, Std COGS from BOM Total, Std Calculated COGS Total, standard cost component fields. | Use for quote margin confidence. |
| Margin | Line Gross Margin, Line Gross Margin %, Line Net Margin, Line Net Margin %, Adjusted Line Net Margin %, Has Negative Margin, Margin Category. | Use for approval risk and product profitability before conversion. |
| Commission | Commission Amount, Commission Rate Percent, Calculated Commission Rate, Commission Status, Commission Tier, Commission Tier Name, Commission Source, Commission Resolution Path, override/approval fields. | Use for commission preview and quote approval. |
| Tier opportunity | Next Commission Tier, Next Tier Name, Nudge Message, Spend To Next Tier, Potential Additional Commission. | Use for quote coaching and upsell opportunities. |
| Migration lineage | External Source * fields. | Use only for import audit/reconciliation. |
Best practice: Quote Line fields explain the economics of a quote before it becomes an order. Sales Order Line fields explain what was actually ordered and later fulfilled.
Common Line Reports
| Report | Base object | Filters | Columns |
|---|---|---|---|
| Product revenue by SKU | Sales Order Lines | Date through Sales Order Order Date; revenue lines only. | Item, SKU, Quantity, Total Line Revenue, Sales Order, Account. |
| Negative margin lines | Sales Order Lines | Has Negative Margin = true or margin category is low/negative. | Item, Quantity, Unit Price, Total Line Cost, Line Net Margin, Commission Amount. |
| Credit line review | Sales Order Lines | Is Credit Item Flag = true. | Sales Order, Account, Item, Total Line Revenue, reason/category fields when available. |
| Quote approval item risk | Quote Lines | Quote approval status pending/submitted and negative margin/low margin filters. | Quote, Item, Unit Price, Total Line Cost, Line Net Margin, Commission Status. |
| Fulfillment quantity exceptions | Sales Order Lines | Counts Toward Fulfillment = true, quantity left to ship greater than 0. | Sales Order, Item, Quantity, Fulfilled Quantity, Quantity Left To Ship, ThreePL Source Line Ref. |
Avoid These Mistakes
| Mistake | Why it breaks reports |
|---|---|
| Counting line rows as orders. | One order can have many lines. Use distinct order counts or an order-header report. |
| Summing both header totals and line totals in one report. | You can double-count order value if each line repeats the parent total. |
| Filtering only on item name text. | Use Item, Item SKU, item group, or product type where possible. |
| Ignoring credit flags. | Credit lines can make revenue/margin numbers look wrong if mixed with product lines. |
| Trusting margin when BOM coverage is missing. | Cost/margin can be incomplete when item setup or BOM cost is missing. |
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