Sales by Customer Summary - Documentation - Count My Bucks

Sales by Customer Summary

Total revenue per customer for a period.

Sales by Customer Summary screenshot

How to use it

Open Reports, then Sales by Customer Summary, and pick a date range.

Configuration

Requires invoiced or sales-receipt activity in the period.

Details

Menu locationReports menu, Sales by Customer Summary.
Who uses itOwners identifying their most valuable customers
Prerequisites Invoices

See which plan includes Sales by Customer Summary on pricing, or how Count My Bucks compares to QuickBooks.

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