01What it is
A customer counts in the report when they have a job created in the chosen range, excluding cancelled ones. New customers are those added in the range, and returning customers are those with more than one job in it.
Revenue is counted the same way as in the profitability report: the actual sale price, failing that the planned price or the total of the job items.
The region is derived from the postcode on the customer record, with no external services. A few districts on a regional border may fall into the neighbouring region, so this is a picture for sales decisions, not for accounting.
The report belongs to the Advanced finance module.
- WHO THEY ARE
- New, returning and most valuable customers.
- WHERE THEY ARE
- City, region from the postcode and country.
- WHAT THEY ORDER
- Kinds of work by number of jobs and by revenue.
02What it is for
Your key customers
The ten customers who spent the most in the chosen range.
Where to be seen
The cities and regions most money comes from.
People versus companies
The share of private customers and companies in revenue, not in headcount.
What pays
Kinds of work by number of jobs and by revenue.
03Main options
The report has four tiles and three tabs: Who they are, Where they are and What they order.
New, returning and most valuable
Charts and a table of customers with a job in the range.
- New customers over time, month by month
- People versus companies and a ranking of the most valuable customers
- Table: customer, city, jobs, revenue, average job value, first and latest job
Cities, regions and countries
The geography of revenue from customer addresses.
- The ten cities with the most revenue
- Share by region from the postcode
- Share by country, when customers come from more than one country
Kinds of work
A job with two kinds of work counts in both.
- What they order most, by number of jobs
- Share of work in revenue
- Table: kind of work, jobs, customers, revenue, average job value
04Tasks step by step
- STEP 1Open Modules › Reports › Customers, Who they are tab.
- STEP 2Set the range, for example 12 months.
- STEP 3Click a customer in the table to open their card.
- STEP 1Open the Where they are tab.
- STEP 2Compare cities and regions by revenue and by average job value.
- STEP 1Customers without a city or with a wrong postcode go under no city and unknown region.
- STEP 2Complete the address on the customer card in Modules › Sales › Customers.
05Actions
The most common tasks in the customer report.
Date range
Compared with the previous period.
Customer card
From the table straight to the customer.
CSV export
Customers, cities and kinds of work.
06What it connects to
Choose a module to see where the customer data comes from.
Customers
Customer type, city, postcode and country come from the customer card.
Go to the topicCustomersJobs and profitability
Revenue is counted with the same formula as profitability.
Go to the topicJobs and profitabilitySales funnel
The funnel shows how enquiries turn into customers.
Go to the topicSales funnel