Top Customers By Sales
TESTED
Overview
Lists customers ordered by top total sales, transactions, average sales, or last sale from within a date range.
This widget also offers a more detailed display view, which shows total transactions amount for the customer (e.g #tr: 4), average per transaction, and last transaction amount.
Calculation
The results are calculated from invoice transactions, displaying results by customer and sorted by the highest sum depending on the filter selected.
Settings
- Display type: total sales, transactions, avg sales, last sale
- Show / hide details: switches between a detailed & simple list view.
- Results amount: select how many results to display from 5-100.
- Date range (selected by clicking the cogwheel): pick the date range you want the widget to be based on.
See it in Xero
The same information can be find by looking the Xero report named "Customer Invoice Report". There you will be able to see all your invoices by customers.
Noticeable differences with the Impac! widget
The main differences are that the Impac! widget sorts the result by the selectable filters, and if the detailed view is toggled, it will give show some more calculations (e.g average) about the customer transactions.
