Profit Report By Customer by Product Summary
Last updated
Last updated
The Profit Report by Customer by Product Summary offers a comprehensive overview of the profitability of customer-product combinations. It provides detailed information such as customer names, product names, total sales amount, total cost, gross profit, and gross profit percentage. This report serves as a critical tool for evaluating the profitability of specific customer-product relationships, identifying top-performing combinations, and making informed decisions to maximize profitability.
Within this report, we will explore the structure and content of the Profit Report by Customer by Product Summary, highlighting its key components and functionality. By analyzing the various sections of the report, users can gain insights into the profitability of different customers and products, identify high-value customer-product relationships, and optimize sales strategies to enhance profitability.
Step 1: Filtering options to customize the report's parameters.
Region: Specify the region for which the report should be generated.
Sales Order Ship/Return Date: Specify the date range for sales order and returns.
Salesman: Select the name of the salesman for filtering the report data.
Report Format: Select the desired format for the report output, either PDF or Excel.
Step 2: Click the "Run Report" button
Locate the "Run Report" button and click on it.
This triggers the system to process and generate the report based on the provided criteria.
Step 3: Wait for the report to generate
Depending on the volume of data and complexity of the report, it may take some time for the system to process and generate the report.
Please be patient while the system completes this task.
Step 4: Review the report
Once the report is generated, it will be displayed on the screen.
Carefully review the report, focusing on the information about the number of each column and rows.
Step 5: Save or export the report
If needed, save or export the report for future reference or to share it with others within your organization.
This ensures that you retain the data and can access it whenever necessary.
By following these steps, you can generate the Report and leverage its insights to make informed decisions regarding revenue in each region.
