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Customer - Top 10 list (report)

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The Customer - Top 10 list report shows a list of the 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 the customers with the largest balances and the 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 accounts receivable 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 the 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 the 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 hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.

Sales reports
Ad hoc analysis of sales data
Sales analytics overview

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