The Top Customers report lists all of your customers according to their total sales (from highest to lowest) and displays their sales broken down by invoice date. This report helps you identify the customers who have purchased the most from you and the least.
Sales are grouped according to the following date ranges:
|
Last 1-30 |
Sales that were invoiced in the last 1 to 30 days appear in this column. |
|
31-60 |
Sales in this column were invoiced in the last 31-60 days. |
|
61-90 |
Sales in this column were invoiced in the last 61-90 days. |
|
91-120 |
Sales in this column were invoiced in the last 91-120 days. |
|
120+ |
Sales in this column were invoiced over 120 days ago. |
Tips for using the report:
The sales total in any column for a customer could represent one or more invoices. To see detailed sales history, click the name of the customer to go to their contact record and view the Invoices list.
WorkingPoint has added the customer's phone number (if available in the contact record) next to the their name in the Customer column. This handy bit of information on the report makes it easy to phone up your customer and stir up a sale.
*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.