Overview
The Customer Ranking Reports displays a list of customers/clients and their value to the business over a defined period. This report is useful to see which of your customers are bringing in the most value to your business.
The report can can be run to rank customers based on total invoiced amount or it can be set to take into account customer expenses, ranking customers based on profit margin.
The report exports to a PDF for your records.
Accessing the Customer Ranking Report
The Customer Ranking Report is located at Reports > Accounting Reports in the Sales category.
Report Configuration Options
| For Period | Date range that determines which information displays on the report. Refers to AR date of invoices. Make selection with calendar picker range or options for predefined ranges:
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| Show Customers dropdown | Determines the number of customers ranked on the report.
Top 10 Displays top 10 most profitable customers. Top 20 Displays top 20 most profitable customers. Top 50 Displays top 50 most profitable customers. All Displays all customers in the system. |
| Show customers selection box | If there is no selection in the Show Customers dropdown, specific participants can be searched and selected. Only the participants selected will display on the report.
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| Type | Determines by which metric customers are ranked.
Based on total invoiced $ Ranks customer Value to business on total amount billed Based on margin $ Ranks customer Value to business totals by total fees billed minus expenses |
| Total value | Toggles whether an additional column for customer total to date displays on the report.
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| Comparison | Creates additional column on report to display the customer value for the prior year in the same date range. The prior year is the year previous the report setting year. |
| Denotes the report is exported to PDF. *Currently this is the only export option. |
Producing the Customer Ranking Report
A PDF of the report will be downloaded upon selecting the Submit button.
Understanding the Output of the Customer Ranking Report
Header Information
The Customer Ranking Report header displays basic information about your company and report configuration.
| Above line header | The top portion of the header displays:
|
| Generated | Timestamp of the date and time the report was generated |
| For Period | The date range for which items with are displayed on the report |
| Selection | Displays the number of customers selected to be displayed on the report. If specific customers are selected, their names are displayed. |
| Type | Denotes whether the customer ranking is based on total invoiced $ or total margin $ |
| Comparison period | Displays the comparison period date range |
| Currency | Denotes for which currency the report has been run |
Customer Ranking Table
The Customer ranking Table displays the primary report information.
All figures on the Customer Ranking table exclude tax.
| Customer name | Name of the customer. All data in the row is attributed to that customer. |
| Value to business | Depending upon the Type selection, will display total invoiced amount or total fees minus expenses. |
| Comparison period | Displays amounts based on the same behavior as the Value to business column for the year prior |
| Total to date | Depending upon type, displays the same behavior as Value to business column but for a date range from the first invoice in the system to today's date |
Filter Summary
The Filter Summary displays the configuration options of the report. These provide context for the figures on the report.
| Generated | Timestamp of the date and time the report was generated |
| For Period | The date range for which items with are displayed on the report |
| Selection | Displays the number of customers selected to be displayed on the report. If specific customers are selected, their names are displayed. |
| Type | Denotes whether the customer ranking is based on total invoiced $ or total margin $ |
| Comparison period | Displays the comparison period date range |
| Currency | Denotes for which currency the report has been run |
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