The Profit by Customer report shows how much revenue, cost, and gross income each broker or shipper generated over a selected period. It helps you identify your most profitable customers, spot low-margin relationships, and make informed decisions about which customers to prioritize.

Where: Reports → Profit Reports → Profit by Customer

How to Run the Report

1. Go to Reports → Profit Reports

2. Click the Profit by Customer tab
   
   
    

3. Set the Period — enter a date range

4. Select the Time Type — e.g., Factual Time

5. Select the Load Status — e.g., Delivery

6. Click Apply
   
   

What the Report Shows

Each row represents one customer for the selected period:

• Customer Name — the broker or shipper; click to drill into that customer's individual loads

• Total Loads Count — number of loads completed for this customer in the period

• Total Miles — loaded miles driven for this customer

• Empty Miles — deadhead miles associated with their loads

• Revenue — total amount billed to this customer

• Revenue per Mile — revenue divided by total miles

• Total Cost — all expenses associated with their loads

• Gross Income — Revenue minus Total Cost

• Gross Margin % — Gross Income as a percentage of Revenue; shown as a visual bar for quick comparison

The Total row at the bottom summarizes all customers for the period.


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