thread Customer concentration report/list? in Archived Discussions (Read Only)

Customer concentration report/list?

katboocha — Wed, 24 Jun 2020 20:03:12 GMT

Does anyone know if there's a report that can be pulled to show your customer concentration? I'm applying for funding through my federal credit union and they'd like to know this. Thanks!

Re: customer concentration list

isabelle — Wed, 24 Jun 2020 20:02:43 GMT

Hi @katboocha!

I think I understand what you're looking for here.

What I would suggest doing is exporting your Customer Directory. Within the exported file, there will be a column entitled Total Spend. Within excel, there should be a way to then sort your list of customers based on the total spend amount/column.

Does that help? Let me know! 🌸

Re: customer concentration list

katboocha — Thu, 25 Jun 2020 12:02:09 GMT

Yes! Thank you!!