The Sales by Client report shows you which clients are bringing in the most revenue.
How to open it
- Click Reports in the left sidebar.
- Click Sales by Client from the All Reports list.
What you will see
At the top, summary cards show:
- Total Revenue -- the total revenue from all clients in the selected period.
- Active Clients -- how many clients have invoices in this period.
- Average per Client -- the average revenue per client.
- Outstanding -- the total amount still owed across all clients.
Below the summary, a table ranks your clients with these columns:
- # -- the client's rank by revenue.
- Client -- the client name.
- Invoices -- the number of invoices for this client.
- Revenue -- the total invoiced amount.
- Paid -- how much has been paid.
- Outstanding -- how much is still owed.
- % of Total -- this client's share of your total revenue.
You can click any column header to sort the table.
Filtering by date range
Use the date range picker at the top to choose from This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, or a Custom date range.
Exporting
Click the Export button to download the report as a CSV or XLSX file.
On the Mobile App
- Tap the More tab, then tap Reports.
- Tap Sales by Client.
The report shows a summary at the top with total revenue and active client count. Below is a ranked list of clients, each showing:
- A rank number badge.
- The client name and total revenue.
- The invoice count and percentage of total revenue.
Filter by time range using the tabs: This Month, Last Month, This Quarter, or This Year.
Sorting by column and report export are not available on mobile. Use the web app for those features.