Workflow · Customers · Opening soon

Customer profitability

See profit by customer from your QuickBooks exports. Rank customers by net revenue minus product costs and discounts, with margin percent.

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Someone typed

“profit by customer: revenue minus cost of goods and discounts from the invoice lines, ranked, with margin percent”

The agent read it as

Profit by customer: revenue minus cost of goods and discounts from QuickBooks invoice line detail, ranked, with margin percent, using net revenue after discounts and product costs from QuickBooks products and services, with customer names from QuickBooks customers.

What the agent built

6 steps, each one an ordinary Mammoth step you can open and change.

File

QuickBooks invoice line detail

CSV export · 34 rows

File

QuickBooks products and services

CSV export · 8 rows

File

QuickBooks customers

CSV export · 8 rows

Step

Normalize line names

Step 1

Step

Normalize product names

Step 2

Step

Normalize customer names

Step 3

Join

Bring in product costs

24 of 34 paired

Join

Bring in customer names

34 of 34 paired

Step

Rank customer profit

Step 6

Result

Customer Profit Ranking

8 rows

Schedule

Runs when you say

Proposed

File
QuickBooks invoice line detail
CSV export · 34 rows
File
QuickBooks products and services
CSV export · 8 rows
File
QuickBooks customers
CSV export · 8 rows
Step
Normalize line names
Step 1
Step
Normalize product names
Step 2
Step
Normalize customer names
Step 3
Join
Bring in product costs
24 of 34 paired
Join
Bring in customer names
34 of 34 paired
Step
Rank customer profit
Step 6
Result
Customer Profit Ranking
8 rows
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 8 rows came out, and the join paired 24 of 34 rows; the join paired 34 of 34 rows.

Download QuickBooks invoice line detail sample (34 rows)QuickBooks: Sales > Invoices > Export transaction list with line detail
Download QuickBooks products and services sample (8 rows)QuickBooks: Sales > Products and Services > Export list
Download QuickBooks customers sample (8 rows)QuickBooks: Sales > Customers > Export list

What you get back

The result of that run, the rows to look at first.

Customer Profit RankingSample data8 rows

Customer	Rank	Profit	Margin %	Net revenue	Cost of goods
Bayside Bike Co	1	657.20	61.2	1,074	416.80
Elm Street Fitness	2	565.75	67.4	839	273.25
Cinder Coffee Lab	3	561.50	62.4	900	338.50
Alder & Arc	4	502.40	81	620	117.60
Orbit Outfitters	5	402	71.3	564	162
Driftwood Design	6	385	100	385	0
Foxglove Home	7	318	52	612	294
Northstar Retail	8	134	35.1	382	248

8 rows in the result. Sample data: illustrative figures, not business results.

How do you do customer profitability analysis?

Export your QuickBooks invoice lines, products and services, and customers. Mammoth matches line names, product names, and customer names, then calculates profit by customer from net revenue after discounts and product costs, and ranks the result with margin percent.

How it works

How to use the Customer Profit Ranking workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Customer Profit Ranking: questions

Which QuickBooks export should you use?

Use exported invoice lines for revenue and discounts, plus exported products and services for costs, and customers for customer names. The workflow reads those files and matches the names across them.

What happens to rows that do not match?

Rows that do not match a rule stay out of the matched result until you fix the names or add a rule that covers them. You can review the unmatched rows and decide how they should be grouped.

How do you change the rules?

You change the rules by editing the text labels and matching words in the workflow. You can add, remove, or rename matches so the file rows are grouped the way you want.