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Turnover by customer

See turnover and profit grouped per customer, filter to a single customer and a date range, and switch to a bar chart of the top customers.

Statistics → Turnover → By customer groups your turnover by the customer it came from, so you can see who your best customers are and how much profit each one brings.

The grid

Each row is one customer. The columns are:

  • Customer — the customer name.
  • Amount — total turnover from that customer, in your default currency.
  • Count — how many documents (invoices) make up that turnover.

Sort by Amount to put your biggest customers at the top.

The By customer grid with the customer, amount and count columns, the view toggle and date filter above it, and a customer dropdown on the right.
The By customer grid with the customer, amount and count columns, the view toggle and date filter above it, and a customer dropdown on the right.

Filter the view

Above the grid you have the shared Turnover controls (grid/chart toggle and the All / Year / Period date filter), plus one extra filter here:

  • Customer — a searchable dropdown to narrow the figures to a single customer.

Chart view

Switch to Chart to see the same figures as a bar chart. The By customer view draws two charts: a turnover bar chart and, below it, a profit bar chart, both ranked by value.

Related: Turnover. See also Turnover by seller and Turnover by user group.

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