Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Revenue, Services and Clients Reports
Every card, chart and table on the Revenue, Services and Clients tabs.
The Revenue, Services and Clients tabs show where your money comes from.
Overview
This guide covers each card, chart and table on these three tabs.
Who Can Access
Agency AdminTeam Member
Revenue
- Cards: Total Revenue, Total Sales and Avg Order Value.
- Revenue Overview: daily, weekly or monthly bars depending on the length of the range. Switch between Bar and Line.
- By Service and By Client: the top 10 of each.
- Revenue by Date: which days had revenue, and the best day.
- Recent Transactions: the latest 10 paid items.
Services
- Cards: Total Services (your whole catalogue), Active Services, Total Revenue and Avg per Service.
- Revenue by Service: revenue and orders for each service.
- Orders by Service: orders and revenue for each service.
Clients
- Cards: Total Clients, New in Period, Total Revenue and Avg per Client.
- Client Growth (Last 6 Months): new clients each month.
- Revenue by Client and Top Clients by Revenue.
Frequently Asked Questions
Why are only 10 rows shown?⌄
Click Show all to see every row.