Settings and activity
2 results found
-
20 votes
Not directly within the Profit & Loss report, however there are a couple of options that you could find handy -
As inventory was mentioned - Smart lists that can be run within Contacts could enable you to view segment and view customers based on purchases, payments and locations within a period.
Alternatively, we've made a lot of improvements to Xero's newer reports and you could view the top 10 customers in a graph and their spending with you on the Income by Contact report.
An error occurred while saving the comment 
Katherine Adey
supported this idea
·
-
158 votesKatherine Adey
supported this idea
·
Yes definitely - It is essential to analyse client's profit margins - especially when dealing with lots of products and services for each client.
If all costs are logged correctly against the client - which they are - and we know their revenue - It should be relatively simple to produce a list of clients with their gross profits.
We can then target sales towards the most profitable clients
At the moment it has to be done manually