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Definition: The Profitability Report identifies the most revenue-generating clients, loyalty, repeat purchase potential, and revenue by lead sources or accounts.

Objective:It pinpoints which sales representatives are most effective in closing deals. In other words, this type of report helps you identify your best customers and agents.

1. Go Report> Profitability Report
2.A list of customers and his sales representative (who convert this lead into customer) will be produced, which will include the Date(in ISO 8601 date format), Month, Year, Customer Name, Sales Representative Name(who convert this lead into customer), Revenue(in £), Expense(in £) and Profit(in £).

3. Click Export to export report in.csv format if necessary with all pages or, current page and selected rows

4. Click Action> Download to export a report in.csv format if necessary with current list

5. Click Action> Email to get Report Emailing Settings. Enter your email address and time settings (now, recurring, or scheduled). If Recurring is set, the time of recursion must be fixed, such as every day or 7 days. If Custom Date is set, enter the date and time from which the email will be sent.