Revenue Tracking

Monitor revenue per client, compare periods, and rank client profitability.

Steps

1. Click Clients in the sidebar
2. Click Revenue

Features

• Revenue per client — View total invoiced and collected amounts for each client in the selected period.
• Compare periods — Select two date ranges to compare revenue side by side. Increases and decreases are highlighted.
• Profitability ranking — Clients are ranked by net revenue. Use this to identify your most and least profitable accounts.

Filters

Use the Date range picker and Client type filter at the top to narrow the data.