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

Marilyn
New Contributor II

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

Thanks,

Marilyn

1 REPLY 1

EleazarA
New Contributor III

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