Customer concentration report/list?

[katboocha]

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!

[isabelle]

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! 🌸

[katboocha]

Yes! Thank you!!