Currently only available for ConnectWise customers
Currently only available for paid customers
This is release v1.2 of profitability
The Value of Cumulative Profitability Analysis
When analysing the gross profitability of a customer, it is helpful to see the profit or loss for a specific time period and also the "total" or cumulative profitability over a longer period of time (lifetime value).
This feature allows users to see the "prior earnings" or "overall profitability gains (or losses)" for a customer over time**.
The following video shows you how to navigate to Cumulative Profitability.
The following video shows you how to change the time-frame filter which changes the chart and data table based on your selection.
Cost member rate & override
To see details on the cost member rate and override input field, please refer here to this help article for company level profitability.
The chart shows four types of data:
Profit (green bar) = the amount where revenue exceeded costs for that time period
Losses incurred (pink bar) = the amount where costs exceeded revenue for that time period
Prior earnings (grey bar) = the sum of all profits and losses from all prior time periods
Cumulative profit (blue line) = the total profit accumulated up to the that time period
Table & Export CSV
The table shows the values underpinning the chart based on the time-frame and cost-member rate.
To export the data into a CSV file to work with offline, simply click on the "Export CSV" button which will generate the CSV file for you to download.
**Note: the term "profitability" refers to "gross profitability" and not net profitability in a pure financial reporting sense. This also applies to the term, "prior earnings", which is in context of the prior profits, not retained earnings in relation to financial reporting.