What Is This Section?

The Account Profit section provides insights into the profitability of individual customer accounts.

By selecting a specific customer name, you can view detailed account performance data over time, enabling them to track trends, identify high-value clients, and make informed strategic decisions.

Getting Started

On the 365 Portal, select the Analytics tile. Navigate to Accounts > Accounts Profit.

How It Works

Your data is automatically imported and updated in Analytics, where you can explore it using built-in filters for a more targeted view. You also have the option to export your visualised data in Excel format, enabling deeper analysis and easier sharing with others.

Filter Button () - Click the Filter icon to open it. After adjusting the filter, click anywhere on the page to close the window.

You can filter your data by:

• Company - Choose a company to filter your data (applicable in a multi-company system).
• Number of Months to Display - Specify a range of 1 to 12 months of data to display.
• Number of Customers to Display - Determine how many customers' data you want to view.

Focus Mode () - Hover over the different sections and use this button to enlarge the report visual to see more detail. 

You cannot filter your data whilst in focus mode; your existing filter will remain until changed. Your current filters remain active while you are in focus mode. To change your filters, click 'Back to report,' make your adjustments, and then return to focus mode.

Exporting Data

To export your data:

1. Hover over a visual to export.

2. Click the Three Dots ( ... ) icon in the top-right corner.

   Note: Depending on the visual you are exporting will determine whether you can choose the type of format it is exported in.
   
   Tables can be exported as 'Data with current layout' and 'Summarised data'.
   
   Visualised data such as graphs can only be exported as 'Summarised data'.
   
   If exporting as 'Summarised data', you can use the File Format dropdown to select whether to export as .xlsx or csv.
3. Press the Export button.
4. Your file will then begin downloading. Once downloaded, you can open your file from your file explorer.

What Are The Different Sections?

Top Customers by Profit

View a table containing your most profitable customers, including account profitability and total price generated by their account.

Single-click on a customer name to adjust the adjacent line charts to view how your customer's completed job price and profitability have changed over the selected monthly dated range.

Bottom Customers by Profit

View a table containing your least profitable customers, including account profitability and total price generated by their account.

Single-click on a customer name to adjust the adjacent line charts to view how your customer's completed job price and profitability have changed over the selected monthly dated range.