Client value reports

Not all clients are equal. Analytics → Client Value shows who your business really runs on.

Top Clients

Available on Starter plans and up.

Your five biggest clients by cash collected, each with:

• Revenue — what they've actually paid you
• Invoices — how many you've sent them
• Outstanding — what they currently owe
• Avg Days to Pay — how quickly they settle paid invoices

That last column quietly changes how you work: your best-paying client isn't always your fastest-paying one, and payment speed is worth knowing before you take on their next big job.

The concentration warning

When a single client accounts for more than 40% of your collected revenue, the report tells you plainly:

"{Client} accounts for 47% of your collected revenue — consider diversifying."

Concentration is the classic small-business risk: great while it lasts, existential when it ends. The warning is your prompt to grow the rest of the list — see client statuses for working a lead pipeline.

Customer Growth

Available on Professional and Business plans.

A 12-month bar chart of new clients added per month — your acquisition pulse. Flat bars with rising revenue means you're growing wallet share with existing clients; tall bars with flat revenue means new clients aren't converting to billings yet. Either way, you know which problem to work on.

All revenue figures here follow the cash-basis rule.