Revenue by Customer Report

How to break down revenue by customer to identify your highest-value accounts and understand customer spending patterns.

Written by Julian ParkUpdated over a month ago2 min readBeginner

What this guide covers

This guide explains the revenue by customer report. You will learn how to identify your top-spending customers, track customer lifetime value trends, and use the data for retention and upsell strategies.

Before you begin

You need Owner, Admin, or Dispatcher permissions.
Revenue is attributed to customers based on the contact linked to each invoice.

Step 1: Open the report

Navigate to /reporting.
Click the Revenue tab.
Select By Customer.

Screenshot: The revenue by customer report showing a ranked list of customers with their total revenue, invoice count, and average invoice value.

Step 2: Read the customer ranking

The report ranks customers by total revenue for the selected date range. Each row shows:

Customer Name -- the contact name.
Total Revenue -- sum of all invoiced amounts.
Invoice Count -- number of invoices sent.
Avg. Invoice Value -- total revenue divided by invoice count.
Last Invoice Date -- the most recent invoice.

Step 3: Identify your top accounts

The top 20% of customers typically generate 80% of revenue. Click any customer row to drill into their invoice history and see a timeline of their spending.

Animation: Clicking on a top customer name to expand a detail panel showing their invoice timeline with amounts plotted over months.

Step 4: Spot at-risk accounts

Look for high-value customers whose last invoice date is more than 60 days ago. These accounts may be at risk of churning and warrant a follow-up call.

Tip: Set a monthly reminder to review the top 10 customers by revenue. A quick check-in call with each can strengthen the relationship and uncover new work opportunities.

Step 5: Export the data

Click Export and select Export to CSV to download the customer revenue data for CRM imports or management reviews.

Best practices

Review monthly. Tracking customer revenue monthly helps you detect changes in spending patterns early.
Segment by revenue tier. Group customers into tiers (top, mid, low) and tailor your service approach to each tier.
Use for upsell planning. Customers with high invoice counts but low average values may benefit from bundled service packages.

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