Are you planning to create a report of Customers sorted by Turnover?

Feature Request Implemented
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Continuing the discussion from Reporting on customer turnover:

In the Client Management area I can see Clients and their associated Account Balances. It would be very helpful to see the total of Amounts Invoiced. Are you willing to consider adding this column to the Client Management default report?

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You can tick the ā€˜Total Invoicedā€™ box to view the total amount invoiced to a client

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You can also then order the column to see a rank of all clients by turnover.

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What you canā€™t do though is see a rank of turnover by client for a given time period, e.g this financial year. An all time rank report is meaningless as a big client might not be sending orders but still show up highly ranked.

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Yes that is true. Iā€™ll keep this open as a feature request for the time being.

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Thanks @Glenn. My original post which @marekkowalczyk copied and linked to was about being able to report on client turnover based on a defined period so it will be interesting to see who else would appreciate this.

Richard

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OK Iā€™ve put something in our short term planner with the view to extending the existing functionality to allow for a set date range. Will update in due course.

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Just a quick one to let you know that you can now derive invoice and cash based turnover reports for a given date range from the client and supplier management screens.

Announcement: Customer and Supplier Turnover Reports

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Thank you for implementing this useful feature so promptly.

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