The Client Revenue Report shows you how much revenue each of your clients has generated over a time period. It helps you understand who your most valuable clients are and how your revenue is distributed.
Opening the report
- 1
Go to Reports, then the Clients tab
Click Reports in the sidebar and choose the Clients tab.
Setting the date range
Use the Filters at the top to set a date range, then click "Apply". The Basis dropdown chooses how revenue is counted: Accrual (the default) on the invoice date, or Cash on the date a payment was received, in which case the count column shows payments instead of invoices.
Quick ranges
Instead of picking dates by hand, use the "Quick ranges" dropdown next to the date fields to jump straight to This month, Last month, Year to date, This fiscal year, Last fiscal year, Last 6 months, Last 12 months, Next month, or Next 3 months. The two fiscal year options use your account's fiscal year start month. See Setting your business timezone and fiscal year to change it.Reading the report
The report has three sections:
- Summary stats: Total Revenue and the number of Active Clients in the period
- Top clients chart: a bar chart of your top 10 clients by revenue, so you can instantly see who your biggest spenders are
- All clients table: every client listed with their total revenue, number of invoices, average invoice value, and Share (a progress bar showing what percentage of your total revenue that client represents)
Credit notes: on the accrual basis, a credit note takes its amount off its client's revenue on its credit date. When any client has a credit note in the period, the table adds Invoiced and Credited columns, and Revenue is Invoiced minus Credited. A client whose only activity in the period is a credit note shows Invoiced 0, the credit under Credited, and a negative Revenue. The average invoice value is worked out on what was invoiced, before credit notes.
Tip
Click a client's name in the table to go directly to their client page. Click "Export CSV" to download the data as a spreadsheet.