Review profit trends

Compare sales and purchase amounts to review profit trends by period.

About 1 minute Updated September 13, 2026

In this guide

Set a period
Compare sales and purchases
Trace the source transactions

1. Set a period

Open Net Profit by Customer in Premium Statistics, then tap the date range at the top. Use the same start and end dates when comparing results across reports.

Date range selector highlighted on Net Profit by Customer in the SalesDocks English app — Choose the period used to calculate revenue, cost, and profit.

2. Compare revenue and cost

For each customer, compare Revenue, Cost, Count, Profit, and Profit Margin. Profit is meaningful only when the related cost is reviewed alongside revenue.

Customer revenue, cost, count, profit, and profit margin highlighted in the SalesDocks English app — Compare each customer's revenue and cost through profit and profit margin.

3. Trace the source transactions

If a customer's profit is unexpected, open Sales Report by Period and review transactions in the same date range. Check product prices, discounts, returns, and payment status to trace the difference.

Dated English sales transactions highlighted in SalesDocks Sales Report by Period — Trace the cause through the individual transactions in the same period.