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Top Customers report
Ranks your customers by what they buy. The names at the top deserve different treatment.
What is the Top Customers report?
It ranks your customers by how much they bought in a period.
Where to find it
Reports → Sales Reports → Top Customers, or /dashboard/reports/top-customers.
Permission: reports:top_customers.
Read it with the Customer Payment Ledger
This is the important part.
The customer at the top of the list is not necessarily your best customer. You also need to see whether they pay.
| Sales | Payment | Verdict |
|---|---|---|
| High | Regular | Genuinely your best customer |
| High | Always late | A risk — review their credit limit |
| Moderate | Regular | A healthy customer |
| High | Not paying | A problem — stop selling on credit |
Open the Customer Payment Ledger for any name on the list to see the full picture.
Store customers are included
An online store order creates a customer record and a linked sales invoice. Once you fulfil the order and the invoice is submitted, that customer appears in this report normally.
How to use it
- Focus on the top ten. A small share of your customers usually brings most of your sales.
- Call them. Ask what they need — the cheapest way there is to increase sales.
- Offer better terms to those who pay regularly.
- Review the credit limit on those who buy heavily — a limit of zero (unlimited) on a large buyer is significant exposure.
A routine
Open it monthly. And if a large name disappears from the list, that is the most important signal in the report — call them before you lose them entirely.
Frequently Asked Questions
Is the customer at the top always the best?
Not necessarily. Read this report alongside the Customer Payment Ledger. A customer who buys a lot and does not pay is not an excellent customer — they are a risk.
Do online store customers appear?
Yes. A store order creates a customer record and a sales invoice. Once you fulfil the order and the invoice is submitted, that customer enters the report.
How do I actually use it?
Focus your effort on the top ten. Call them, find out what they need, and offer them better terms. A small share of your customers usually brings most of your sales.
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