Customer Reports

DR

Customer reports

Customer value and activity for 08/12/2025 – 08/12/2026 — every figure is a rollup from customers, jobs and invoicing.

Report thresholds

Page 1 / 3

Nothing is entered on this screen. High-value is the top 10% of revenue and inactive means no completed job in 90 days — both are admin-configurable in settings. Inactive rows are muted so you can scan past them or sort by last completed job to catch accounts going quiet.

Segmentation for 62 customers in view.

Revenue by customer type

Within the selected filters

Repeat vs. one-off

Customer split for the period

Inactive customer watchlist

No completed job in 90+ days