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Two tabs of the product form help you understand and structure your offer: Performance shows how a product sells, and Relations records how it relates to other products. Both are available once the product is created.

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Performance tab

The Performance tab shows the product’s sales on quotes. Use the Status filter to switch between:
  • Accepted: quotes with the status Accepted
  • In progress: quotes that are Published or Pending signature
Results are grouped by currency (“Currency: EUR”, for example).

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Metrics

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Charts and breakdowns

  • Revenue & units - 12 months: monthly Revenue and Units over the last 12 months
  • Performance by variant: Units, Margin, and Revenue for each variant
  • Top 5 customers: the five main customers for this product
If the product hasn’t been sold yet, the tab shows “No data found for this product on accepted quotes.”

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Relations tab

The Relations tab defines relations between products. It is available on the Enterprise plan, after the product is created. When a product has variants, relations are set on each variant’s Relations tab.

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Product-to-product relationship

For each relation, search for and select the related products.

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Product component

Components lists the products that make up your product, each with a quantity (Qty). Use it for stock management or to generate a bill of materials.

Create a product

Product form tabs and fields

Manage variants

Set relations on each variant

Margin

How margin is calculated and shown on quotes

Quote list and analytics

Sales indicators across all quotes
Last modified on October 27, 2026