Customer profitability worksheet
Which customers make money after service, discounts, and slow payment?
What you need
- Revenue by customer
- Direct cost to deliver
- Support time and payment terms
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Your assumptions
Three numbers that turn revenue into real margin. Sensible starting values are set — change them if you know better.
Customers
One row per account, using a full year of figures.
A full year for each customer. Direct cost is what it takes to deliver — materials, subcontractors, the hours billed to the job. Support hours are the unbilled ones. Start with your three or four largest accounts.
| Customer | Revenue | Direct cost | Support hrs | Discounts | Payment days | Net profit | Margin | |
|---|---|---|---|---|---|---|---|---|
| $0 | 0.0% | |||||||
| $0 | 0.0% | |||||||
| $0 | 0.0% |
0 customers entered
Result
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Add a customer with a year of revenue and what it costs to serve them. The true margin per account, and which ones lose money, appear here.