Sales GP By Customer Report

Hi there VB_17M,

It looks like you're looking for a report that shows Gross Profit (GP) by Customer in AccountRight to help determine monthly bonuses for your sales reps. Unfortunately, AccountRight does not have a built-in report that directly provides GP by Customer. However, you can achieve this by combining data from multiple reports.

Here’s a step-by-step approach to get the information you need:

1. Run the Sales [Customer Detail] report: This report will give you the sales figures for each customer.
2. Run the Item Sales [Item Detail] report: This report will provide the cost of goods sold (COGS) for each item sold.
3. Export both reports to Excel: You can then merge these reports in Excel to calculate the GP for each customer. GP can be calculated as Sales minus COGS.

To streamline this process and reduce manual errors, you might consider using Excel formulas or creating a macro to automate the merging and calculation steps. And as we value your feedback, I encourage you to please take a moment to post on the AccountRight Ideas Exchange board for consideration.

Best regards,

Doreen