The Top Sales Summary is a new view in the Customer List that helps you quickly see which customers have purchased the most from you over a selected time period. It shows key details like total sales for the past year along with names, phone numbers, and email addresses. You can print the list, make labels, apply filters, or save these top customers as a group for future use. You can also adjust the date range and add more columns to customize the information to your needs
- From the customer list toolbar, select the Top Sales Summary view from the drop-down menu.
- By default, the past year will be displayed in the Date Range field. If necessary, change the dates.
- Apply additional filters, then select one of the options from the Print button. Or select List Builder to save your top customers as a new group in the List Builder.
