--- title: Margin Slider description: By enabling the margin slider in your SumoQuote account, you can easily adjust profit margins in your reports on the Quote Details and Authorization pages. --- [Skip to content](https://support.sumoquote.com/margin-slider#main-content) English Show submenu for translations [More support](https://support.sumoquote.com/kb-tickets/new?hsLang=en) ![SumoQuote-1024x511.png\]](https://support.sumoquote.com/hs-fs/hubfs/Partner%20Logos/SumoQuote-1024x511.png?height=50&name=SumoQuote-1024x511.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.sumoquote.com/kb-tickets/new) - Go to www.sumoquote.com Go to www.sumoquote.com How can we help you? - There are no suggestions because the search field is empty. 1. [SumoQuote Help Center](https://support.sumoquote.com/?hsLang=en) 2. [Financials](https://support.sumoquote.com/financials?hsLang=en) 3. [Margins and Markups](https://support.sumoquote.com/financials?hsLang=en#margins-and-markups) # Margin Slider ## By enabling the margin slider in your SumoQuote account, you can easily adjust profit margins in your reports on the Quote Details and Authorization pages. ### Setting the Default Margin 1. Go to **Configuration** \> **Account Settings** \> **Products & Pricing** 2. Click on **Edit** under **Profit Settings** 3. Select whether to **Use margin** or **Use markup**. 4. Input your **Default margin** percentage in the box. Look at the sample calculation below to determine the best default if you are unsure. 5. Click **Save**. 6. Click **Back** to navigate back to your **Products & Pricing** page. ### Enabling and Configuring the Margin Slider 1. Go to **Configuration** \> **Account Settings** \> **Products & Pricing** 2. Click on **Edit** under **Profit Settings**. 3. Scroll down until you see **Margin slider**. 1. To enable the slider, click on the toggle so it moves to the right and turns green. 2. To disable the slider, click on the toggle so it moves to the left and turns grey. 4. When the margin slider is enabled, set the minimum margin that the slider can be set at on a quote. This means that you and your team cannot adjust the slider in a report lower than this percentage. **👍 PRO TIP** - **Margin** = Profit as a percentage of overall revenue *Example: 35% of our revenues were profit.* - **Markup** = Percentage profit increase over the cost of goods/services sold *Example: We added 35% to our total costs to give us our profit.*   - [Getting started](https://support.sumoquote.com/getting-started?hsLang=en#main-content) - [Onboarding](https://support.sumoquote.com/getting-started?hsLang=en#onboarding) - [Branding](https://support.sumoquote.com/getting-started?hsLang=en#branding) - [Setup](https://support.sumoquote.com/getting-started?hsLang=en#setup) - [Account Settings](https://support.sumoquote.com/account-settings?hsLang=en) - [Subscription](https://support.sumoquote.com/subscription?hsLang=en#main-content) - [Subscription Management](https://support.sumoquote.com/subscription?hsLang=en#subscription-management) - [Dashboard](https://support.sumoquote.com/dashboard?hsLang=en) - [Templates](https://support.sumoquote.com/templates?hsLang=en) - [Layouts](https://support.sumoquote.com/layouts?hsLang=en#main-content) - [Custom Pages](https://support.sumoquote.com/layouts?hsLang=en#custom-pages) - [Inspection Page](https://support.sumoquote.com/inspection-page?hsLang=en) - [Measurements and Calculations](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#main-content) - [Measurements](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#measurements) - [Calculations](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#calculations) - [Product and Price Lists](https://support.sumoquote.com/product-and-price-lists?hsLang=en#main-content) - [Price Lists and Adjustments](https://support.sumoquote.com/product-and-price-lists?hsLang=en#price-lists-and-adjustments) - [Product Lists](https://support.sumoquote.com/product-and-price-lists?hsLang=en#product-lists) - [Financials](https://support.sumoquote.com/financials?hsLang=en#main-content) - [Orders](https://support.sumoquote.com/financials?hsLang=en#orders) - [Margins and Markups](https://support.sumoquote.com/financials?hsLang=en#margins-and-markups) - [Taxes](https://support.sumoquote.com/financials?hsLang=en#taxes) - [Invoicing](https://support.sumoquote.com/financials?hsLang=en#invoicing) - [eSigning](https://support.sumoquote.com/esigning?hsLang=en) - [Solar](https://support.sumoquote.com/solar?hsLang=en#main-content) - [Creating a Solar Project](https://support.sumoquote.com/solar?hsLang=en#creating-a-solar-project) - [Creating a Solar Report](https://support.sumoquote.com/solar?hsLang=en#creating-a-solar-report) - [Integrations](https://support.sumoquote.com/integrations?hsLang=en#main-content) - [Beacon](https://support.sumoquote.com/integrations?hsLang=en#beacon) - [Hover](https://support.sumoquote.com/integrations?hsLang=en#hover) - [CompanyCam](https://support.sumoquote.com/integrations?hsLang=en#companycam) - [EagleView](https://support.sumoquote.com/integrations?hsLang=en#eagleview) - [JobNimbus](https://support.sumoquote.com/integrations?hsLang=en#jobnimbus) - [Leap](https://support.sumoquote.com/integrations?hsLang=en#leap) - [QuickBooks Online](https://support.sumoquote.com/integrations?hsLang=en#quickbooks-online) - [RoofScope](https://support.sumoquote.com/integrations?hsLang=en#roofscope) - [Sunlight Financial](https://support.sumoquote.com/integrations?hsLang=en#sunlight-financial) - [Zapier](https://support.sumoquote.com/integrations?hsLang=en#zapier) - [AccuLynx](https://support.sumoquote.com/integrations?hsLang=en#acculynx) - [Financing](https://support.sumoquote.com/integrations?hsLang=en#financing) - [FAQs](https://support.sumoquote.com/faqs?hsLang=en) [![Chill listening crop-3](https://support.sumoquote.com/hs-fs/hubfs/Vertical%20Logo%20Colour.png?width=48&height=24&name=Vertical%20Logo%20Colour.png "Chill listening crop-3")](http://www.jobnimbus.com) SumoQuote Help Center Copyright © 2026, JobNimbus