Settings and activity
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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 Ann Marie Guinan supported this idea ·
Within our Xero platform, we have "Sales/Contacts" which are contacts which we invoice. Outside of Xero, we report on the figure of the invoice vs a budget amount.
Ideally we would like one view of what what invoiced vs the budget created.
We have used the budget against the P&L but we need to budget against individual "Sales/Contacts".