Agspec4
2 years agoExperienced User
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 , 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.
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