What Is the Best Way to Measure the Profitability of Each Delivery Customer?
A practical way to measure the profitability of each delivery customer is to link every shipment to its customer, attach the revenue and direct costs of each trip — fuel, tolls, driver time, failed attempts — and calculate the margin per customer with formula fields.
In Jestor, these operational numbers update as shipments are completed, while the ERP keeps the official accounting.
Why don't delivery companies know their margins by customer?
Revenue is tracked by customer, but costs are tracked by vehicle or month. Linking them takes manual work.
Some customers look large but consume many extra trips, while smaller ones are highly profitable.
What problems does customer profitability tracking solve?
- Customers served at a loss without anyone noticing
- Pricing decisions without cost data
- Extra trips and failed attempts not charged
- Negotiations based on volume only
- No ranking of customers by margin
How do I measure customer profitability in Jestor?
- Link shipments to customers with their revenue.
- Link trip costs: fuel, tolls, parking and driver hours.
- Allocate shared trip costs across shipments with a clear rule.
- Calculate the margin per customer with formula fields.
- Rank customers by margin on a dashboard.
| Component | Source |
|---|---|
| Revenue | Shipments by customer |
| Direct trip costs | Fuel, tolls, parking |
| Driver cost | Hours × rate |
| Extra costs | Failed attempts, returns |
How do Jestor and the ERP divide the work?
Jestor gives the operational margin view by customer, built from trips and shipments.
The ERP keeps the official accounting and financial statements. The two complement each other.
Why use Jestor for customer profitability?
- Linked data: shipments, trips and costs connected.
- Formulas: margins calculated automatically.
- Dashboards: customers ranked by margin.
- ERP integration: Omie and Conta Azul connect natively.
Margin data improves negotiations. Showing customers how failed attempts or special requests affect costs makes it easier to adjust prices or service rules.
Profitability should be reviewed regularly. A monthly look at the ranking shows changes early, before a customer that used to be profitable starts consuming more resources than it pays for.
This is how you measure the profitability of each delivery customer and price with confidence.
Frequently Asked Questions
Does Jestor produce financial statements?
No. Financial statements come from your ERP; Jestor provides an operational view.
Can I rank customers by margin?
Yes. Dashboards sort customers by calculated margin; see jestor.com.
Can failed attempts be included as costs?
Yes. Attempts can carry a cost and be linked to the customer.
Get to know Jestor
With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI.
Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.