Customer Profitability Analysis – Excel Template

Find your most and least profitable customers after discounts, delivery, service time and the cost of slow payment.

• Automatic summary: Customers, Total net profit, Overall net margin, Loss-making customers, Most profitable
• Calculated for you: Cost of credit, Net profit, Net margin, Status
• Colour-coded status and progress highlights
• Built-in chart that updates as you type
• Example rows and a step-by-step "How to Use" sheet

Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.