Partywise Profit & Loss
Cette page localisée explique l’objectif de l’écran, les principaux filtres, tableaux, statuts et actions dans LKG for Billing.
The Partywise Profit & Loss report shows profit and loss grouped by each party (customer). Use it to identify your most and least profitable customers.
Ouvrez cette page depuis le menu.
Contrôles de la page
| Contrôle | Description |
|---|---|
| From | Start date for the reporting period (DD-MM-YYYY) |
| To | End date for the reporting period (DD-MM-YYYY) |
| Generate | Generate the report for the selected date range |
Cartes de synthèse
Four summary cards are displayed at the top after generating the report:
| Carte | Description |
|---|---|
| Total Revenue | Total income from all parties during the period (₹) |
| Cost of Goods | Total cost of goods/services across all parties (₹) |
| Gross Profit | Total Revenue minus Cost of Goods (₹) |
| Profit Margin | Overall profit margin percentage (%) |
Party Summary
The table header shows the total party count (e.g., "PARTY SUMMARY (3 PARTIES)").
| Colonne | Description |
|---|---|
| Party / Customer | Customer name (e.g., XYZ Retail Solutions, Premium Enterprises, ABC Technologies Pvt Ltd) |
| Invoices | Number of invoices for the customer |
| Revenue | Total revenue from the customer (₹) |
| Cost | Total cost of goods/services for the customer (₹) |
| Gross Profit | Revenue minus Cost for the customer (₹) |
| Margin % | Profit margin percentage for the customer (%) |
The table supports pagination with configurable Items per page (e.g., 1, 5, 10).
Comment utiliser
- Ouvrez cette page depuis le menu.
- Click the Partywise Profit & Loss card
- Set the From and To dates to define the reporting period
- Click Generate to load the report
- Review the summary cards for overall profitability
- Analyze the Party Summary table to compare profitability across customers
- Identify customers with low or negative margins for pricing review
astuce
Use this report alongside the Billwise Profit & Loss report to drill down from customer-level profitability to individual invoice-level details.
Sujets connexes
- Billwise Profit & Loss — profit per transaction
- Profit & Loss — overall P&L statement
- Sales Report — daily and monthly sales overview
- Accounting Overview — all financial reports