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Assess customer and product profitability

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This article explains how you can use the in-memory and real-time analytics to access, explore, and gain insight about customers and product profitability from your Dynamics 365 Commerce data.

As part of Commerce, users can study profitability for the top customers (10 to 100) across different levels of the organization hierarchy, based on one of the following criteria:

  • Sales amount
  • Quantity
  • Gross profit margin
  • Margin percentage

For this assessment, you can use the out-of-box Top customers report, which you can open from any of the following locations:

  • Store management workspace > Retail and Commerce > Channels > Store management > Reports > Top customers report
  • Inquiries and reports section > Retail and Commerce > Inquiries and reports > Sales reports > Top customers report

Likewise, users can study profitability for the top products (10 to 100) across different levels of the organization hierarchy, based on one of the following criteria:

  • Sales amount
  • Quantity
  • Gross profit margin
  • Margin percentage

For this assessment, you can use the out-of-box Top products report, which you can open from any of the following locations:

  • Store management workspace > Retail and Commerce > Channels > Store management > Reports > Top products report
  • Category and product management workspace > Retail and Commerce > Products and categories > Store management > Reports > Top products report
  • Inquiries and reports section > Retail and Commerce > Inquiries and reports > Sales reports > Top products report