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.
