How do you run a report to find your top 25 income generating clients? Please & Thanks!!

[Marilyn]

Hi - can someone tell me how to run this report?  We want to recognize our top spending clients.

Thanks,

Marilyn

[EleazarA · Accepted solution]

Hi Marilyn the best way to Generate this report would be by

Choose Report Type > Sales, Opportunities and Revenue

Choose Report Template > Customers 

Select Columns > Customers Lifetime Revenue, Lifetime Jobs Booked, Lifetime Invoices, Total Sales, and Customer Name and that report should give you all of the information you need

If you have any questions feel free to reach out EleazarA@chickenladyspeaks.com

[Marilyn · Accepted solution]

Thank you so very much!!!  Love this community 🙂

[EleazarA · Accepted solution]

Hi Marilyn the best way to Generate this report would be by

Choose Report Type > Sales, Opportunities and Revenue

Choose Report Template > Customers 

Select Columns > Customers Lifetime Revenue, Lifetime Jobs Booked, Lifetime Invoices, Total Sales, and Customer Name and that report should give you all of the information you need

If you have any questions feel free to reach out EleazarA@chickenladyspeaks.com