Profit Analysis Report Company Name
in progress
E
Emma Ruth Dionicio
Unfortunately, the report currently displays the client contact rather than the company name. Having the ability to display the company name directly in the Profit Analysis Report would provide greater value when evaluating account profitability. This would allow users to assess profitability at the account/company level, identify opportunities to increase pricing, improve account performance, or determine when a customer may no longer be profitable. The company name should be available as a reporting option independently of Sales Rep or Client Group, while still allowing users to analyze the same data by Sales Rep or Client Group when needed. This flexibility would provide a more complete view of profitability and support better business decisions.
Jessica Lavoy
updated the status to
in progress
We really appreciate your feedback! It’s in progress, and we’ll let you know as soon as it’s available.
Jessica Lavoy
updated the status to
under review
Thank you for your feedback! This is being reviewed by the Syncore Team and will update you here once this is in progress.