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