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  1. Reporting - Profit by Contact

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    9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Chris Jennings commented  · 

    Vital....allows decisions and discussions where to add value.
    Better understanding as to how to lift margins / replicate in lower performing customers / Reps

    Chris Jennings supported this idea  ·