CRM / What Is Profitability Report?

Updated on 08 May, 2024

The Profitability Report shows which clients generate the most revenue and are most likely to become repeat purchasers. It may also display the revenue earned by various lead sources/sales representative.Here's our two presenting formats-
1. Graphical Presentation:
This portion of the report provides count of revenue, expense and profit for each month.

2. Tabular Presentation:
This section displays statistics in a tabular format with a graphical perspective, such as Deal Date, Name of Month, Deal Year, Customer, Sales Representative Name, Month, Revenue, Expense and Profit.
If necessary, each presentation can be exported in various formats including .csv, .xlsx, .json, and .png by utilizing the Download full results button. This functionality enables users to access and utilize the data in their preferred format for further analysis or documentation purposes.

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