Customer profitability

This chart displays a list of customers from a specific time period. Use this chart to learn how much profit your business generated from individual customers over a specific period.

chart customer profitability v2

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Pin icon. Click to pin this to a board.

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Period selector. Your options are: Previous month, Previous quarter, Previous half year, and Previous year.

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You can sort the chart by best performers or worst performers.

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Customer graph. A graph displays for each customer. Click the graph to view a profile summary:

chart customer profitability popup
  • Cost is calculated adding the following sums:

    • For Time and Materials deliverables, the costs of time entries.

    • For Time and Materials deliverables with paid purchase invoices, the cost of the paid purchase invoices.

    • For Time and Materials deliverables with approved expenses, the cost of the expenses.

    • For closed projects, the costs of time entries from Fixed Price deliverables.

    • For closed projects with paid purchase invoices, the cost of the paid invoices.

    • For closed projects, the cost of expenses from Fixed Price deliverables.

    • Any costs booked via provisions.

  • Revenue is calculated by adding the following proceeds:

    • For Time and Materials deliverables, the revenue from invoiced time entries, purchase invoice distributions, and expenses.

    • For closed projects, the revenue from time entries on Fixed Price deliverables.

    • Any revenue booked from provisions

  • Profit is calculated by subtracting Cost from Revenue.

  • Profit percentage is calculated based on spent hours and revenue over the selected period.