Skip to content

Turnover by user group

See net turnover, profit and count side by side for each customer user group, and click a group to drill into the invoices behind it.

Statistics → Turnover → By user group groups your turnover by the user group your customers belong to — a way to compare customer segments (for example wholesale vs. retail).

The grid

This view differs from the other turnover grids: it shows net turnover and profit side by side. Each row is one user group, with the columns:

  • User group — the group name.
  • Sales — net turnover for the group, in your default currency.
  • Profit — profit for the group.
  • Count — how many documents make up the figures.
The By user group grid with the group name, sales, profit and count columns.

Drill into a group's invoices

Click any row to open a popup listing the individual invoices behind that user group for the current date filter, so you can see exactly which documents make up its turnover.

The invoices drill-down dialog opened from a user-group row, listing that group's invoices.

Filter and chart

Use the shared Turnover controls above the grid: the grid/chart toggle and the All / Year / Period date filter. In Chart view this page draws a turnover bar chart and, below it, a profit bar chart per user group.

Related: Turnover. See also Turnover by customer.

Was this article helpful?