Customer Performance Report

The Customer Performance Report shows which customers are generating the most revenue, paying on time, and which ones require follow-up. Here is how to use it.

Accessing the Report

Go to Dashboard → Reports → Customers

What the Report Shows

Total revenue per customer — How much each customer has paid you over the selected period.

Outstanding balance — How much each customer currently owes you (invoices sent but not paid).

Average days to pay — How many days, on average, each customer takes to pay after receiving an invoice. This reveals slow payers.

Number of jobs — Total invoices or jobs completed for each customer.

Last invoice date — When you last did work for them — useful for spotting clients you have not worked with in a while.

Sorting and Filtering

Sort by any column to find:

• Top revenue customers — Sort by total revenue descending
• Worst payers — Sort by average days to pay descending
• Inactive clients — Sort by last invoice date ascending

Practical Uses

Prioritize follow-ups — Customers with high outstanding balances and long payment times need a call, not just a reminder text.

Identify your best clients — Customers who pay fast and generate high revenue deserve priority scheduling.

Re-engage dormant clients — If a previously active customer has not had an invoice in 90+ days, reach out.

Exporting

Tap Export CSV to download the report and share it or analyze it in Excel.