Metrics: Gross Profit for the Past 12 Months Calculation Method

Dear All,

This morning I got a question from one of my customers asking about the Home Page Metrics “Gross profit for the past 12 months” calculation method.

After investigating the accounts I finally figured out that the system imageis calculating the transactions on accounts that’s related to the account categories (31,32,33) which are by default the Sales, Sales Returns & Discounts, and Cost of Goods Sold.

So to calculate the chart, follow steps below:

1. Pick one of the periods from the Chart and get its amount.
2. Go to Smart-list, navigate Financial’s –> Account Summery
3. Filter on the Period you chosen and the Year.
4. Filter on “Account Category Number” is equal to “Sales” and Export the result to Excel.
5. Back and filter on “Account Category Number” is equal to “Sales Returns & Discounts” and Export the result to Excel.
6. Finally filter on “Account Category Number” is equal to “Cost of Goods Sold” and Export the result to Excel.

The results you got must match the number you picked from the chart.

Therefore upon implementation, you must make sure that the accounts related to the Sales, Returns, Discounts and CoGS are correctly mapped to its corresponding categories, otherwise you will have incorrect chart reading in this Metric. 

Hope this helps!


Mohammad R. Daoud
Software Development Manager
+962 – 79 – 999 65 85
Great Package For Business Solutions


About Mohammad R. Daoud
Mohammad R. Daoud has been working as a Microsoft Dynamics GP consultant since 2004. His career path started with version 7.5; he studied every single tip of the application technicalities and did allot of successful implementations that includes functional consultations, analysis, and custom development projects. He holds a graduate degree in Computer Science and currently he is pursuing MBA degree in Accounting. In January 2007 he was nominated to the Microsoft Most Valuable Professional (MVP) certificate and was certified in April 2008 due to his online contributions in the Dynamics Community (Dynamics GP Newsgroups, Forums, User Groups and his blog: Worth to mention that he was also listed as one of the Microsoft Dynamics Top 100 Most Influential People in 2009 by DynamicsWorld. And more... • Demonstrated Passion for MS Products through participating in beta testing for some product versions, an effective member of Microsoft Connect. • Talented in securing strong high quality relationships with premier customers, partners and sales teams passionately and profitably. • Dedicated to meeting the expectations and requirements of internal and/or external customers • Problem Solver – Uses systematic approach to uncover true problem(s) and practical solution and can marshal resources to solve problem! • Proven record of effective account management, including Account Planning, Opportunity Management, and Business Management Excellence and working as part of a larger virtual team • Successful in delivering high quality technical engagements in the enterprise Dynamics GP implementations area according to customer requirements. • Dedicated, Committed, Self Motivated, Creative and highly focused with excellent communication, Negotiation, presentation, Active Listening and Objection Handling skills. • Experienced in Profitable researches and studies including white papers and technical presentations.

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