Enhanced Sales Reporting Capability

Organization:Vepalabs

The customer is looking for a simple yet insightful report that provides a clear view of customer performance and profitability trends over time. Specifically, they require a report that includes up to 24 months of historical data presented in chronological order.

The report should display each customer’s monthly spend along with the corresponding profit, enabling better visibility into which customers are the most profitable and how their performance is trending over time. This would support more informed decision-making and help identify key customer segments contributing to overall business growth.

This enhancement would add significant value by offering a straightforward and actionable overview of customer-level profitability within the system.