Sales by Customer Report to Identify the profit margins
Under Reports in Zoho Books-Sales by Customer, Currently it shows sales and sales with tax. We would like to have additional columns such as Income and Expense to identify the profit margins. As it shows a individual customer overview levels. This will help us identify profits from a particular customer and invoice.
Adlite Electricals commented
This is very much required function for such a good Software but without eyes. We need these eyes for better insight
need to take Customer wise profit reports. can you please support.
The items and sales by a customer needs to be a link/tab in the customer record. All things pertaining to a customer should be in the customer record. For example, all products (Items) sold to a customer should easily be already listed for the current period (with ability to change viewable dates) along with filtering and sorting functionality. Again, this should already be in each customer's record, not elsewhere and not a manual procedure each time. thank you.
Yes that would help us a lot.
Salman Tayyab Bagat commented
Customer wise profit helps to allocate time on the right customers.
Margaret Luebbert commented
This would save SO much time! Need need need!
Also, add the option to display a column for Notes
Andrew French commented
I need this functionality too. Be good to know which customers make us the most amount of profit.