I am looking for a report that will help to calculate the overall profit margin on each customer. So far the best way I can see to do this is with a sales item detail report in which we have to manually calculate the cost of items sold, then use formulas in excel to find the profit margin.
Is there an easier way? A report that does all the work for you would be nice.
Hi Iain_0_
Welcome to the Community Forum.
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 in analysing your financial information mentioned in this help article: Reviewing financial information.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
