Hi, I have 85 customers for which i want to create a Profit and loss report. do i have to add 85 lines one after other, manually or there is a quicker way of generating report for all my customer? Also. the Report format is Landscape which results into a very long Horizontal page for such a huge …

Wow… a P&L for customers will always be a huge report. Have you considered doing it for type instead of customers? For example, if your company is providing 3 services you could create it by “Service #1”, “Service #2” and “Service #3”. I have some experience creating this kind of report and it is ne…

What report are you referring to? There is no such report as a P&L for customers, whether one or several.

[image] Tut: There is no such report as a P&L for customers Only in my dreams! [image] SQL schema for creating custom reports Okay, how about a Custom Report that breaks down my sales for 2015 (or any arbitrary period) by Customer? (When I say “sales” here, I mean…

Hi, thanks. I am using tracking codes for the customers. but still while creating P & L statement, i will have to create one line for each tracking code which is cumbersome. i want the Profit or loss % on each customer to see how we performed on each customer. please advise from your experience if t…

Profitability per customer is non-sense. Unless you have like 2-3 customers. If you have 85 customers, how do you want to track profitability? The business has generally a lot of costs. For example, rent, electricity, wages etc. If you want to get profitability per customer, you would have to split…

[image] lubos: But then you should be more specific and say you need income totals by customer Okay, I didn’t start this thread, but I need income totals by customer. :blush: [I asked a while back] ( SQL schema for creating custom reports - #6 by Jon ), but I’ve been waiting for documentation o…

[image] lubos: Split your customers into 3-4 divisions so you only have 3-4 tracking codes. This makes it easier to split all the costs among 3-4 divisions. And you can get profitability by division. Exactly. That’s what I do. But like you said, there is many cost that sometimes are not easy …

Hi, In our case we consider common overheads in Operations expenses and this becomes part of net profit calculation. While generating report (profit and Loss) for my 85 customers i faced few problems which i consider as OFIs ( Opportunity For Improvement, unless this is already available and i am…

[image] dr.minakshik: For 85 + customers (Tracking codes) , i need to add 85+ lines when i want to create a report. Tracking codes are really not meant for this purpose. I seriously doubt you will see a feature added to automatically create a P&L report divided into 85 or more categories. Tra…

The whole point of marking up your products is to achieve a certain gross profit or net profit percentage. Once you have worked out the right mark up you should know within reason how much profit you are making from a customer.

Profit and Loss Report- for all customers

Jon August 26, 2016, 11:13pm 4

Only in my dreams!

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Profit and Loss Report- for all customers

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