Forum Discussion

Agspec4's avatar
Agspec4
Experienced User
2 years ago

Profit Margin report

I am looking for a report that will help to calculate the overall profit margin on each customer. Any one has tips to share please? thanks!

  • Hi Agspec4

     

    Thanks for your post.

    The Analyse Sales reports would also be good at working out a profit margin. There are; Analyse Sales [Item] and Analyse Sales [Customer] reports which might give you the information you are looking for.


    We also have a few other reports on analyzing your financial information mentioned in this help article: Reviewing financial information.

     

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.


    Cheers,
    Leneth

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User

    Hi Agspec4 , AccountRight's sales reports generally show item sales or customer sales, not both together. However, the item sales detail report shows the customer name and invoice details on every line, and in addition you can add extra fields for the gross margin dollar and percent. Then you can take that report to Excel and with a bit of massaging you can group the data by customer.