In the Standard list, which is the most detailed list, you can see the following information per customer and month: All the Invoicing, the Contribution Margin (CM) and the Contribution Ratio (CR). You will also see - for each customer - the total per year and a total Amount and total CM. The Amount and CM columns show a total per column. The CR, however, shows - per row - the CM portion as a percentage of the invoice amount.

Sample of a Standard list, classified by Customer code.

This list shows the same information as the Standard list, with the additions of the columns Budget and Percent (%). The budget shows the budgeted amount for the period. The % column shows the relationship between the budget and the result.

Sample of a Standard list (including budget) classified by Customer code.

In the Only total / year list, each row shows information per customer and year: All the Invoicing for this customer, the Contribution Margin (CM) and a calculated Contribution Ratio (CR) for that year. And at the bottom of the list you see the total Amount and total CM, as well as the total calculated CR.

Sample of the Only total / year list, classified by Customer code.

In the Only total list, each row shows the following information per customer: All the Invoicing, the Contribution Margin (CM) and the Contribution Ratio (CR). This list does not show any information per month or year. This list can also be viewed in chart form.

The Only total list, classified by Customer code.

• Category - means the customer category.
• Budget - means the budgeted amount for the period.
• Amount - means the total amount invoiced to this customer (i.e. both sold parts, additional order rows and sold services). This is shown in the list as a total per column.
• % - means the result (amount) in relation to the budget.
• CM - means the contribution margin. The CM is calculated here as the invoicing on the customer minus the standard price of parts sold to this customer. A customer's CM can indicate the customer's profitability. If all your overhead costs are included in the standard price, the CM represents your profit. However, if only a portion of your overhead is included in the standard price, then the customer’s CM should be considered as a contribution to the overhead plus any profit, if applicable. The CM is shown in the list as a total per column.
• CR - means the contribution ratio. The CR is shown here as the CM portion as a percentage of the total invoicing for this customer. The CR is entered as a percentage.