Client value reports
Not all clients are equal. Analytics → Client Value shows who your business really runs on.
Top Clients
Available on all current plans (Solo, Business and Team).
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.
Read Revenue and Outstanding as a pair. A client near the top on revenue with very little outstanding is genuinely your best account. A client near the top on both is partly a story about how much you have lent them — the revenue is real, but so is the exposure.
Cash collected, not invoiced
Every figure here is money that actually arrived, bucketed by the date it was received. A client you invoiced $40,000 last month and who has paid nothing sits at zero revenue and $40,000 outstanding.
This is the same cash-basis rule the rest of Analytics follows, and it is what makes the report worth trusting: it ranks clients by what they have paid you, not by what you hoped they would.
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.
Treat it as information rather than an alarm. Plenty of healthy businesses run at high concentration on purpose. The point is that you should be choosing it, and should know how long you could operate if that client left — which is a question about your receivables as much as about revenue.
Customer Growth
Available on the Business and Team 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.
Because the chart counts clients added rather than clients earning, a burst of new names always leads the revenue it produces. Compare a month's bar against revenue two or three months later rather than the same month, or you'll conclude that marketing failed when it simply hasn't landed yet.
All revenue figures here follow the cash-basis rule.