# Customer Wise Profit Report

<p class="doc-lead">Summarises profitability by customer—sales, returns, costs, and profit percentage. Use it to identify your most profitable accounts and customers generating losses after returns.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/sales/reports/profit-customer-report?id=overview">Overview</a>
<a href="#/sales/reports/profit-customer-report?id=use-cases">Use Cases</a>
<a href="#/sales/reports/profit-customer-report?id=filters">Filters</a>
<a href="#/sales/reports/profit-customer-report?id=columns">Columns</a>
<a href="#/sales/reports/profit-customer-report?id=actions">Actions</a>
<a href="#/sales/reports/profit-customer-report?id=faq">FAQ</a>
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<h2 id="overview">Overview</h2>

Go to <b>Sales → Profit Report → Customer Wise Profit Report</b>.

<p><b>What it shows.</b> For each customer: sale amount, sale cost, return amount, return cost, profit, markup %, and margin %. Returns (credit notes) are netted so profit reflects the value retained after returns. Highlights which customers are profitable and which are in loss after returns.</p>

<p><b>When to use it.</b> Rank customers by margin, review credit terms for low-profit accounts, and adjust pricing or service levels for key relationships.</p>

<b>Customer Wise Profit Report</b>
<img src="sales/images/profit-customerwise-report.webp" alt="Profit Customerwise Report" loading="lazy">

<b>Filtration — Duration of sale</b>
<img src="sales/images/profit-customerwise-report1.webp" alt="Profit Customerwise Report1" loading="lazy">

<b>Filtration — Customer Group</b>
<img src="sales/images/profit-customerwise-report2.webp" alt="Profit Customerwise Report2" loading="lazy">

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Account profitability ranking</b> — Sort customers by profit % to focus on high-value relationships.</li>
<li><b>Return impact analysis</b> — Compare sale vs return amounts to see which customers erode margin.</li>
<li><b>Customer group review</b> — Filter by customer group to compare segment profitability.</li>
<li><b>Credit policy review</b> — Identify loss-making customers before extending additional credit.</li>
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<h2 id="filters">Filters</h2>

<ul>
<li><b>Duration of Sale</b> — Limit transactions to a date range.</li>
<li><b>Customer Group</b> — Filter by customer classification or group.</li>
</ul>

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<h2 id="columns">Columns</h2>

| **Column** | **Description** |
|------------|-----------------|
| **Customer** | Customer name (click to open the customer summary). |
| **Sale Amount** | Total taxable sales value in the period. |
| **Sale Cost** | Cost of goods sold on sales. |
| **Return Amount** | Taxable value of returns (credit notes). |
| **Return Cost** | Cost reversed on returned goods. |
| **Profit** | (Sale Amount − Sale Cost) − (Return Amount − Return Cost). |
| **Markup %** | Profit as a percentage of net cost (Sale Cost − Return Cost). |
| **Margin %** | Profit as a percentage of net sale (Sale Amount − Return Amount). |

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<h2 id="actions">Actions</h2>

<ul>
<li><b>View Details</b> — Drill into bills or returns for a customer where supported.</li>
<li><b>Export</b> — Download to Excel or PDF for account review meetings.</li>
<li><b>Print</b> — Print the customer-wise profit summary.</li>
<li><b>Filter &amp; Sort</b> — Adjust duration or customer group.</li>
</ul>

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<h2 id="faq">FAQ</h2>

<b>Are returns deducted from profit?</b><br>
Yes. Return amount and return cost reduce net profit for the customer in the selected period.

<b>How are Markup % and Margin % calculated?</b><br>
Markup % is profit divided by net cost (sale cost minus return cost). Margin % is profit divided by net sales (sale amount minus return amount).

<b>Can I see a single customer only?</b><br>
Use customer group or export and filter, or drill into a customer row where detail view is available.

<b>How is this different from Bill Wise Profit Report?</b><br>
Customer Wise Profit aggregates all bills and returns per customer. Bill Wise Profit shows each invoice separately.
<p><b>Can loss-making customers appear?</b><br>Yes. Negative margin customers highlight pricing or discount issues for review.</p>

<p><b>How is this different from Customer Wise Sale?</b><br>Sale report is revenue only. This report subtracts cost for margin by customer.</p>
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