Most valuable clients report

For each team member, it lists their top 10 clients by amount spent and their top 10 by number of appointments in the date range.

1. 1

   From the main menu, go to Reports.

2. 2

   Click Most valuable clients. The report opens for this month.

   Click to expand
3. 3

   Click Filters to change the Location, Team Member or Date range, then click Apply. See Run and filter reports.

• Team member - the team member the client spent with or booked.
• Client - the client.
• Amount spent - the total of the client's sales that include this team member, created in the date range.
• Appointments - how many of the client's appointments with this team member are in the date range.

Click Print for a PDF that ranks each team member's top 10 clients by amount spent.