The Top Grossing clients report shows clients with the highest total value of won deals. This information can be useful for creating loyalty programs or offering personalized discounts.
Clients with the highest total value of won deals during the reporting period are included in this report.
Reporting period in CRM
To access this report:
- Go to CRM.
- Expand Analytics.
- Select Sales funnel.
- Expand the Clients section.
- Select Top Grossing clients.
Hover over a column to see detailed statistics on a client's deals.
In the Top grossing client deals table, you can find:
- Client: Name of the contact or company.
- Total deals: Number of deals during the reporting period.
- Won: Number of won deals.
- Value: Total value of won deals.
- Conversion: Percentage of won deals.
