Customer profitability report template

This dashboard was created by a CFO to see key metrics about their five business unit managers executives , products, customers, and gross margins GM. At a glance, they can see what factors are impacting profitability. This sample is part of a series that shows how you can use Power BI with business-oriented data, reports, and dashboards. It was created by obviEnce with real data, which has been anonymized.

The data is available in several formats: a built-in sample in the service, a. See Samples for Power BI. Because the report experience is similar in Power BI Desktop and in the service, you can also follow along by using the sample.

Before you can use the sample, you must first download it in the Power BI service , or get the. Open the Power BI service app. Power BI imports the sample, adding a new dashboard, report, and dataset to your current workspace. Alternatively, you can download the Customer Profitability sample as a. If you want to view the data source for this sample, it's also available as an Excel workbook. The workbook contains Power View sheets that you can view and modify.

In the workspace where you saved the sample, find the Customer Profitability dashboard and select it:. Open the dashboard in the Power BI service. The dashboard tiles give our CFO a view of the high-level company metrics important to them.

When they see something interesting, they can select a tile to dig into the data. The tiles on the right side of the dashboard provide a team scorecard. Click on the following link to download this template.

Click here to Download this free Customer profitability analysis Template. Previous Post Weekly Report Template. Report Templates. Customer profitability analysis. With this Excel template, you can easily determine how much you will earn and benefit by taking care of particular customer relationships. This template also tracks active customers, revenue from each customer within a given time period, and cost of sales per customer, among others.

The Summary Metrics table comes with a Trend represented by Sparkline Tools, which are small, intense, word-sized graphics, also known as micro-charts. The Sparklines make it easy for you to visualize your Summary Metrics, which contain average costs and profit data.

Segment your company by brand or service line to figure out which company regions have the highest income and total earnings. There are two methods in which profit by section can be calculated. One alternative is to define the segment-related particular income and expenses.

The other one includes using a cost allocation scheme to allocate overhead costs to each section or chain of duty. Remember that break-even is the stage where income is equivalent to expenditure. You generate costs higher than your gross revenue until your business hits break-even.

Only when you can surpass the break-even do you start to generate earnings. If you need to calculate the customer profitability of your organization, you need to do an analysis.

Use this analysis template to help in your task. You can download the template in Google Docs , Word and Pages format. Profitability Analysis in Accounting Template hkiaat. Conduct a proper profitability analysis in accounting with the help of this analysis sample template.

This template contains original headings and content that you can use to do the analysis. Just click on the download icon to start using it. Growth and Profitability Analysis Example iracst. It helps to measure the profit margin of the company. Make a proper report on the profitability analysis of your company by conducting the analysis with the help of this analysis template sample.