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View Customer Profitability Dashboard
When to use it
Use this guide when you need to view Customer Profitability Dashboard.
Before you start
- Open Customer Profitability Dashboard from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
You can review customer profitability for the period shown. Opening this dashboard does not change operational records.
Viewing, filtering or exporting information does not correct the underlying records. A downloaded file is a copy of the result at that time.
Steps
- Open Analytics Dashboard → Customer Profitability Dashboard and wait for the charts to load.
- Read the dates and headings before comparing figures. Check any filters shown inside the dashboard.
- If filters are available, choose the period or records you need and wait for the figures to refresh.
- Use the chart headings and units to understand what each figure measures. Compare figures using the same period.
Screenshot to add: Customer Profitability Dashboard: view customer profitability dashboard. Capture filename: images/view-customer-profitability-dashboard.png.
Restrictions
Your account must have access to this dashboard. Filters and download options inside the charts depend on the dashboard available to your account. If it does not load, reload once and share the dashboard name and error with your administrator.