Customer - Top 10 list (report)
The Customer - Top 10 list report shows a list of customers with the most transactions within a selected period. If needed, you can display more than 10 customers.
The report sorts customers by sales amount within the selected period. The list gives a quick overview of customers with the largest balances and highest sales volume.
You can display the calculated figures in a bar or pie chart.
Use this report to identify:
- Sales trends.
- Upcoming collectable debts.
- Revenue sources.
Use cases
Sales representatives use the report to:
- Identify which customers bought the most within a selected period and prioritize follow-up.
- Identify overdue payments or outstanding balances and communicate updated payment timelines to customers.
- Identify sales trends and adjust sales strategies.
Sales managers use the report to:
- Analyze sales performance across customers and regions.
- Determine which customers have the largest outstanding balances and prioritize follow-up.
- Identify sales trends and make data-driven decisions to improve performance.
Credit or account receivables managers use the report to:
- Identify customers with outstanding balances and prioritize follow-up.
- Analyze sales trends and adjust credit policies.
- Forecast future cash flows, and adjust collection strategies.
Marketing managers use the report to:
- Analyze sales trends across customers and regions.
- Identify customers with the highest sales volume and target them for future marketing campaigns.
- Identify sales trends and adjust marketing strategies.
Customer success managers use the report to:
- Identify customers with the highest sales volume and provide them with personalized support.
- Identify overdue payments or outstanding balances and communicate updated payment timelines to customers.
- Identify sales trends and make data-driven decisions to improve customer satisfaction.
Try the report
Try the report here: Customer - Top 10 list
Tip
If you press CTRL and choose the report link, the report opens in a new browser tab. This allows you to stay on this page while you explore the report in the other browser tab.
See also
Sales reports
Ad hoc analysis of sales data
Sales analytics overview