Revenue by Customer Report

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

1. Navigate to /reporting.
2. Click the Revenue tab.
3. 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.

Related articles

• View Revenue and Payment Reports
• Revenue by Service Type Report
• Payment Collection Report