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Top Grossing Clients in CRM

Top Grossing clients report shows clients with the highest total amount of won deals. The data from this report may be useful, for example, when creating a loyalty program or making personal discounts.

Clients with the highest total amount of won deals within the reporting period get to this report.

Read more in the article - Reporting period in CRM.

Click CRM Analytics > Clients > Top Grossing clients.

Hover your mouse over one of the columns to view a client's statistics on deals.

In the Top grossing client deals table, you can view the following information:

  • Client - the name of a contact or company;
  • Total deals - the number of deals within the reporting period;
  • Won - the number of won deals;
  • Value - total amount of won deals;
  • Conversion - the percentage of won deals.

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