Top Sales Summary
The Top Sales Summary is an exciting new default view for the Customer List, replacing the traditional report. This innovative feature allows you to print it as a report, create labels, apply additional filters, and save your top customers as a new group in the List Builder. It automatically displays data from the past year, including Total Sales (excluding sales tax) and the First, Last, Phones, and Email 1 columns. Plus, you have the flexibility to customize the date range and add more columns, making it perfectly suited to your specific requirements!
