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The total customer count is displayed as a purple line.
The acquired customers are represented in the form of blue colored bars.
The lost customers are represented in the form of red colored bars.
The percentage of change is displayed besides the relevant bars.
There is white space between the bottom of the lowest lost customers bar and the x-axis.
When Customers per Year (YOY) or Customers per Month (MOM) is selected, then 12 years of data is displayed.
You can use the horizontal arrows to view relevant data.
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Margin for all Customers
To view information about the margins for all customers on a monthly (MOM) or yearly (YOY) basis:
Login to the portal with the necessary credentials.
2. Navigate to ADMINISTRATION > CSP MANAGEMENT. The Dashboard page is displayed.
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3. From the Account Name drop-down list, select the required account.
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4. Scroll down and view the Margin for All customers widget.
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Please note the points mentioned below.
This widget may include data from customers with different currencies. In this case, the values are converted and displayed in the partner’s currency.
Spending for the CSP is displayed in the form of grey bars.
The mark-up margin is displayed in blue color.
The cumulative margin is displayed in the form of a violet line.
The percentage of the margin is displayed at the top of the grey bar.
The percentage of margin growth (MOM or YOY) is displayed between the bars.
You can use the horizontal arrows to view relevant data.
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