Customer Profit

Your customers ranked by "how much profit they've made for us": trade count, volume, and profit (in the reference currency). Know your most profitable customers, and keep them.

Page Parts

• Cards: active customers, trade count, sales volume, total profit and average profit per trade; with an explicit range each card shows the change versus the equally long previous period.
• Customer profit trend: profit bars per period (red = loss) and a volume line on the second axis; the period table adds active customers, margin and average. Switch granularity with the Daily / Weekly / Monthly chips.
• Top 10 customers: horizontal bar chart.
• By customer group: each group's totals with its share of profit (when groups are defined).
• High volume, low margin: the ten highest-volume customers ordered by lowest margin (profit ÷ volume). Margins under 0.5% are amber — the customers to watch when quoting rates.
• Main table: besides count/volume/profit, columns for margin, average and share (of total positive profit), plus the group badge next to the name.

Notes

• Only trades with a customer (non-cash) are counted; adjusted ones are excluded.