On this panel you can view Profitability information for customers. This information is only displayed if the following is true:
- A Profitability Analysis report was generated in Analyser, calculating profit-related values (i.e. Suggested profitability code, Cumulative contribution and/or Cumulative contribution %)
- The first key sequence in the report is Customer and the entered customer number on this panel is part of the selection.
- The profitability values in the report were updated, via Analyser, into the Business partner file.
The calculated profitability values are based on the formula defined in the Profitability Analysis report.
- Customer
- Enter a customer number and click OK to display the profitability information, updated in the system, for the selected customer.
- Profitability code
- Displays the profitability code (i.e. the ranking of this customer) as a result of the calculated Net contribution percentage of the total profits. Profit levels are classified in the Manage customer profitability codes table within Analyser. When the report is generated, the customer is assigned the appropriate code, from the Customer profitability code table, based on their Net contribution percentage.
- Contribution
- Displays the value that this customer contributed in terms of the total profit.
- Contribution %
- Displays the customer’s discrete profit as a contribution percentage of the total profit of all customers. Example: The customer’s profit is 50,000 and your companies’ profit is 1,000,000. This customer contributed with 5% of your companies’ profit.
- Profit %
- Displays the percentage of profit (i.e. profit margin) that this customer generated. Example: A single customer buys goods for 10,000 and your cost has been 7,500. The Profit % for this customer would be 25%.
- Updated from report
- Displays the last back-updated Profitability Analysis report from which the values for this customer are retrieved.
- Updated on
- Displays the date these values were back-updated, via Analyser, into the Business partner file.
- Based on periods
- Displays the periods and/or years on which the values were based when generating the report in Analyser.