those figures are simple KPIs pulled from posted entries—nothing you type on the card.
Total Sales – Fiscal Year: Sum of posted sales to this customer in the current fiscal year (amounts exclude VAT, include line/item discounts). Open quotes/orders don’t count—only posted invoices/credit memos.
Costs ($): Your COGS for what you sold to this customer in the same period. It’s the sum of Cost Amount (Actual) from value entries (the item’s actual cost at posting, later adjusted by cost adjustment).
Profit ($) = Sales − Costs.
Profit % = Profit ÷ Sales × 100.
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