Profit By Client

Profit percentage by client

This app provides a snapshot of the profit percentage by client based on the service and/or receivable invoice totals vs. the cost amount.

Setup:

  1. 3-2 and 11-2 invoices must be posted.
  2. 6-3 Job costs must be posted.

Steps:

  1. Open the 1-4 Recurring Journal Transactions screen.
  2. Click the zMaxOneClick app and choose Profit by Client.
  3. Wait for the preview grid to appear.
  4. To look up a specific client, input a portion of the Client Name in the filter box and click filter.

Output:

    Preview grid
  1. Microsoft Excel® document (Default location is \MB7\[Company Name]\Zoom Reports)
  2. The data shown on the report includes: Client # and Name, Client Type, Salesperson # and Name, Invoice Total, Cost Amount, Gross Profit Amount and Profit Percentage.

Story:

Joe Contractor would regularly like to see the profit he is making off of each client, but it takes the office too long to produce the report.

Process:

This app provides a snapshot of the profit percentage by client based on the service and/or receivable invoice totals vs. the cost amount.

Return on Investment:

Now he can view the report at a click of the zMaxOneClick app.