Your customers are the heart of your business. Keeping them stocked with your products and using your services is critical to staying in business. The Top Customers report keeps you tapped into who is purchasing the most from you and who is purchasing the least. With this important information, you can regularly reach out to customers who might not be aware of your full product line or menu of services so you can get them more engaged with your company and generate more sales. You can also be sure to take care of the folks who purchase the most from you; including making small gestures, like adding them to your holiday card or gift list, or bigger gestures, like offering them preferred pricing.
The Top Customers report shows all of your customers ordered by total sales with the customers who purchase the most from you at the top. You can see their sales broken down by date range, e.g., Last 1-30 days, 31-60 days, 61-90, etc. You can also see their phone number (if available) and click a link back to their contact record for quick access to their sales history.
Use the Top Customers report to:
See who purchases the most goods/services from you
Identify customers who haven't bought from you for a while so you can reach out and stir up more business
See when your customers last purchased your goods/services
*Access to this feature may depend on your account plan. Log into your WorkingPoint account and click "Account" (in the upper right hand corner), then "Change account plan" to view your plan details.
How do I read the Top Customers report?
How do I view the Top Customers report?