Customer Profitability Report
This report module prints a ranking of customers by either total sales, total profit, or total gross margin. It shows this information for the current month and for the year. It is an extremely useful report for the accounting department as well as for the sales department. When you enter this module, an A/R Customer Profitability Report screen will appear as follows:
The default settings appear in the screenshot above. In the first box, the Customer option will rank all Customers together. The other option is to rank each Territory group together. In the Sort By box, the default Sales option will rank Customers in order of highest sales to lowest sales. If you select Profit, the report will rank Customers in order of highest total profit earned to lowest total profit earned. If you select Margin, the report will rank Customers in order of highest overall gross margin to lowest gross margin. The Skip Customers With No YTD Activity, when checked, will leave off Customers with no activity for the year. Make any applicable changes and then either click the Excel icon in the top left to export the data, or click the Print button for paper output.
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