Customer Rank Report

Overview

This report is useful for determining which of your customers are generating the most business, as you can rank customers by either turnover, profit, margin or average invoice value etc. within a specified date range.

The Customer Rank Report is calculated based on invoice values rather than job values. And it includes Tax Invoices, Deposits, Progress Claims and Retention Claims.

Learn about other Customer reports in Customer Reports.

Run the Customer Rank report

To view the report:

Go to Reports > View Reports.
Click Customer > Customer Rank.
Select the date range under Invoice Date.
Filter the report by selecting from the Business Groups, Cost Centre, Customer Group, Customer Profile, Salesperson, Project Manager and Customer Tags drop-downs.
Under Rank By, select how you wish to rank customers according to turnover, gross profit / loss, nett profit / loss, gross margin, nett margin, activity, average sale, average gross profit / loss, or average nett profit / loss.
Enter the Number of Results you wish to see.
Enter the Minimum Turnover value.
Click Search.

Learn more in How to Use Customer Groups, How to Use Customer Profiles, How to Use Tags, and How to Use Cost Centres.

Report columns

The following information is displayed in the report. You can click the column titles to rank customers by that criteria.

Turnover Ex Tax	The sub-total of all invoices created for the customer. Retention is always deducted from this value excluding tax regardless of the customer's retention setting.
Gross Profit or Loss	The total gross profit or loss earned from the customer. The difference between total direct costs excluding overhead and the sub-total. If calculating Gross Profit and Loss for progress claims, the report considers the percentage claimed for each individual cost centre and applies that percentage to the Gross Profit and Loss indicated on the corresponding cost centre in the job. The report adds the values calculated from each cost centres together to calculate the final figure. Example Cost Centre 1 Percentage Claimed: 10% Cost Centre 1 Gross P / L: $100 10% of $100 = $10 Cost Centre 2 percentage claimed: 50% Cost Centre 2 Gross P / L: $200 50% of $200 = $100 Gross P / L on the Customer Rank Report: $100 + $10 = $110 If calculating Gross Profit on Loss on a claim per item invoice, the total value of the items claimed are calculated as a percentage. That percentage is then applied to the Gross Profit and Loss on the job.
Gross Profit or Loss Margin	The total Gross Profit or Loss as a percentage of the Turnover Ex Tax.
Nett Profit or Loss	The total nett profit or loss earned from the customer. The difference between total direct costs including overhead and the sub-total. If calculating Nett Profit and Loss for progress claims, the report considers the percentage claimed for each individual cost centre and applies that percentage to the Nett Profit and Loss indicated on the corresponding cost centre in the job. The report adds the values calculated from each cost centres together to calculate the final figure. Example Cost Centre 1 Percentage Claimed: 10% Cost Centre 1 Nett P / L: $100 10% of $100 = $10 Cost Centre 2 percentage claimed: 50% Cost Centre 2 Nett P / L: $200 50% of $200 = $100 Gross P / L on the Customer Rank Report: $100 + $10 = $110 If calculating Nett Profit on Loss on a claim per item invoice, the total value of the items claimed are calculated as a percentage. That percentage is then applied to the Nett Profit and Loss on the job.
Nett Profit or Loss Margin	The total Nett Profit or Loss as a percentage of the Turnover Ex Tax.
Number of Invoices	The number of invoices, both paid and unpaid.
Avg. Sale	The turnover excluding tax divided by the number of invoices.
Avg. Gross Profit or Loss	The gross profit or loss divided by the number of invoices.
Avg. Nett Profit or Loss	The nett profit or loss divided by the number of invoices.
Overall	The customer's turnover as a percentage of the total turnover of all customers.