Customer Profitability
This section describes the fields and descriptions on the Customer Profitability report.
The Customer Profitability report displays central balances for evaluating the profitability of customers, as related to job cost entries and job invoicing in general. The report is designed to provide an overview of extremes. It ranks the top and bottom companies, customers, and so on, depending on the current drill-down level. The report displays these top and bottom ranks on two tabs. You select how many companies, customers, and so on to display.
- You can drill down on the No & Name column to the customer and job.
- The Invoiced column links to the Job Invoices workspace.
| Column | Description |
|---|---|
| No & Name | This column displays the number and name of the current drill-down level. The drill-down levels are:
|
| Invoiced | This column displays the total invoiced amount. |
| Revenue Recognized | This column displays the total amount of revenue recognized. |
| Cost Registered | This column displays the total entered cost amount. |
| GM 1 | This column displays the gross margin, excluding time activities. |
| GM 1 % | This column displays the gross margin percentage, excluding time activities. |
| GM 2 | This column displays the gross margin, including time activities. |
| GM 2 % | This column displays the gross margin percentage, including time activities. |
| Hours, Registered | This column displays the entered number of hours. |
| Revenue Recognized / Hours | This column displays the average amount of revenue recognized per hour. |