Submit Your Suggestions for Vista

Ideaspace topics with the most votes have been moved into the Suggestion Box. If there is a topic missing, please re-enter. Our product team reviews the Suggestion Box items regularly and will provide updates as to status and incorporation into upcoming releases.

Add an overall customer profitability report

If a future update can include a report that shows customer profitability across all modules (JC, SM, etc.) we would be able to easily see which customers are profitable across all lines of work instead of having to try and create reports on our own that match up Job Cost and Service Management tables by customer / date range

  • Seth Belt
  • Dec 12 2018
Company Central Consolidated, Inc.
Job Title / Role Senior Accountant
  • Attach files
  • Guest commented
    November 04, 2021 15:07

    It's hard to believe this has not been addressed. Even QuickBooks has this option!

  • Veronica Healey commented
    January 29, 2020 19:30

    Yes please!!! We require this as well particularly where AR customer activity crosses PM and SM modules. Profit reporting needs to account for ALL revenue and costs including  project invoices, adjustments,  periodic billings, T&M and flat price.

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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