01What it is
The customer report shows customers who had a project created in the chosen date range. You pick the range with a shortcut (30 days, 90 days, 12 months) or with from and to dates, and the tiles compare the result with the previous period of the same length.
Project revenue is the actual price, or failing that the planned price or the total of the items. Cancelled projects are not included.
A returning customer is one with more than one project in the range. The region comes from the customer's postcode in Poland.
- NEW AND RETURNING
- Tiles compared with the previous period.
- GEOGRAPHY
- Customers' cities, regions and countries.
- DEMAND
- The kinds of work ordered most often.
02What it is for
Who brings the money
The ten most valuable customers on one chart.
Where to look for work
The cities and regions that bring the most revenue.
What to sell
The kinds of work customers order most and their share of revenue.
People versus companies
Share of revenue, not of headcount.
03Main options
The report has tiles compared with the previous period and three tabs.
New, returning and most valuable
Charts and the customer table.
- New customers over time and people versus companies
- The ten most valuable customers
- Table: city, projects, revenue, average project value, first and latest project
Cities, regions and countries
Customers by the address on the customer card.
- The ten cities most revenue comes from
- Share by region, derived from the postcode
- Customers by country when there is more than one
Kinds of work
The work ordered most and its share of revenue.
- Projects, customers and revenue for each kind of work
- A project with two kinds of work counts in both
04Tasks step by step
- STEP 1Open Modules › Reports › Customers.
- STEP 2Choose the 90 days range and compare the tiles with the previous period.
- STEP 3On the Who they are tab, click a customer's name to open their card.
- STEP 1Set the date range in the filters.
- STEP 2Use the CSV export in the Actions menu. The file covers the table of the current tab with the same range.
05Actions
The most common tasks in the customer report.
Date range
30 days, 90 days, 12 months or a custom date range.
Customer card
A customer's name in the table opens their card.
CSV export
The table of the current tab in one file.
06What it connects to
Choose a module to see where the report gets its data.
Customer list
Customer type, city and postcode come from the customer card.
Go to the topicCustomer listProjects
Revenue and the number of projects come from the customer's projects.
Go to the topicProjectsCompany
You switch kinds of work on in Settings › Company, on the Services and rates tab.
Go to the topicCompany