Customer Reports

The Customer Report helps you understand your buyer base, who is spending the most, who is at risk of churning, and where growth opportunities exist. Use it before customer meetings, during quarterly reviews, or as part of your regular follow-up routine.

A. View the Customer LeaderboardCustomer Leaderboard (Orders)

The Customer Leaderboard ranks all customers by order activity, giving you a clear view of your most valuable accounts. Each row represents one customer and shows:

• Customer: The customer account name

• Total Order Count: Total number of orders placed by this customer (confirmed + draft)

• Total Order Amount: The combined value of all orders placed by this customer

• Confirmed Order Count: Number of orders that have been confirmed

• Confirmed Order Amount: Total revenue from confirmed orders only

• Draft Order Amount: Value of orders still sitting in draft status

• Last Order: The date this customer last placed an order

• Average Order Amount: The average value of each order placed by this customer

The four summary cards at the top of the page give you a quick snapshot before diving into the leaderboard:

• Confirmed Order Amount: Total confirmed revenue across all customers

• Total Customers: Total number of customer accounts in the system

• Active Customers: Customers who placed at least one confirmed order in the selected period

• Average Reorder Time (in days): The average number of days between repeat purchases across all active customers (6 days)

B. Identify At-Risk Accounts

Use the Customer Report to spot accounts that may need attention before they go cold:

• Time Since Last Order: Highlights customers who have not ordered recently

• Active vs. Inactive: Active means the customer placed at least one order in the selected period; Inactive means no orders

• At-Risk Flagging: Customers who previously ordered regularly but have gone quiet

Filter by Inactive to see which accounts need a follow-up call.

C. Export the Customer Report

Click Export to download a PDF of the Customer Report, including the leaderboard, metrics, and all applied filters.