customer wise profit even sales invoice wise profit
Is there a report that shows the profit margin for each customer and for each invoice?
a report is Present sales Invoice total by customer .
try to use custom reports
You want Profit in % ?
I want a report showing the profit margin at the level of each customer and at the level of each invoice, whether percentage or amount
There is no such report. And how would you propose it be calculated? Profit depends on more than what is represented on a single sales invoice.
Hi,
what is the possibility to calculate profit customer wise/sales invoice wise report.
my management ask that show me the profit client wise with invoice how i show them report client wise.
Read about Projects. That feature might fit your needs.
Please Guide How to Do it
I apologize. I was thinking there was a Guide about projects. It turns out there is not yet, because they are so new.
Enable Projects under Customize. Define a project to match your customer. The program will automatically provide you a report of the profit on that project/customer. But you cannot set the date range. The profit report will extend from the earliest expenditure or revenue to the latest.
I don’t understand. You have a report for a project, which happens to correspond to a customer. If you are looking for a report of the profit for all your customers, but listed individually, Manager won’t produce that. But there is a reason. It is not realistic to consider profit from the perspective of only one customer, because profitability includes much more than just revenue and direct expenses associated with a single customer. You have depreciation, amortization, overhead and administrative expenses, etc., etc., etc. If you wanted to look at the profit you make from a single customer, you would need to figure out how you were going to allocate all those to various customers. And that would be different for every business, according to decisions made by managers of those businesses.
Sometimes the things management wants to know require detailed work beyond what can be provided by standard financial statements.
I need Each customer Profit and Lost invoices by total amount please
Your request was already addressed above. Asking again will not change the answer.
Sir I asked you again that’s why because i cant understand to create project wise i already create project field but still not create custom report client wise please guide about this.
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I did not say you would be able to create a custom report. In post #9, I told you to create projects matching your customers. Your screen shot in post #10 shows that you understand how to do this. But you seemed to complain it did not include all customers. I told you in post #11 that was not possible. So all your issues have been addressed more than once. I am sorry if you do not like the answers.