Assess customer and product profitability

Important

This topic applies to Dynamics 365 for Retail, Dynamics 365 for Finance and Operations, Enterprise edition, and Dynamics 365 for Talent.

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 Microsoft Dynamics 365 for Retail data.

As part of Dynamics 365 for Retail, 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:

  • Retail store management workspace > Retail > Channels > Retail store management > Reports > Top customers report
  • Inquiries and reports section > Retail > 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:

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