Revenue by Client
The Revenue by Client report shows how your collected revenue is distributed across your clients for a chosen time period, so you can see which accounts contribute the most.
Overview
This report lets you:
- See your total collected revenue, active client count, and average revenue per client for the selected period
- Visualize the revenue share of your top clients as a distribution chart
- Review a per-client table of revenue, invoice counts, and each client's percentage of total revenue
- Sort the table by client name, revenue, or growth
- Export the breakdown to CSV
Navigate to the report
Go to Reports → Revenue by Client in the sidebar (path /reports/revenue-clients).
Access requires the reports.read permission.
Choosing a time period
Use the period selector in the page header to set the reporting window. The report recalculates whenever you change it.
| Option | Window |
|---|---|
| Last 30 days | The previous 30 days (default) |
| Last 90 days | The previous 90 days |
| Last 12 months | The previous 12 months |
| Year to date | January 1 of the current year through today |
How revenue is calculated
Revenue is based on invoice payments, not amounts invoiced. For each client, Ascent sums the amount paid on invoices whose status is Paid or Partial and whose payment date falls within the selected period. Invoices in any other status (for example Draft, Published, Sent, Viewed, Overdue, Cancelled, or Void) do not contribute to these figures.
Summary cards
Three cards at the top summarize the period:
| Card | Meaning |
|---|---|
| Total Revenue | Sum of collected revenue across all clients in the period |
| Active Clients | Number of clients with at least one qualifying payment in the period |
| Avg Revenue per Client | Total revenue divided by the active client count |
Revenue Distribution
The Revenue Distribution card lists your top clients by revenue share (up to 10), each with a progress bar showing its percentage of total revenue. This makes revenue concentration easy to spot at a glance.
Client Revenue Details
The Client Revenue Details table lists every client with revenue in the period.
| Column | Description |
|---|---|
| Client | Client name (sortable) |
| Revenue | Collected revenue from the client in the period (sortable) |
| Invoices | Number of contributing invoices for the client, shown as N (N paid) |
| Outstanding | Outstanding balance indicator |
| Growth | Period-over-period growth indicator (sortable) |
| % of Total | The client's share of total revenue, with a bar |
Click the Client, Revenue, or Growth column header to sort by that column; click again to reverse the direction. The table opens sorted by revenue, highest first.
The Outstanding and Growth columns are present in the layout but are not yet
populated with live data — Outstanding currently displays a dash for every client and
Growth shows 0.0%. In the Invoices column, the paid count in parentheses always
matches the invoice count, so each row reads N (N paid). Use the Revenue and
% of Total columns for analysis.
Exporting
Click Export CSV in the page header to download the breakdown for the selected
period. The file (named revenue-by-client-<date>.csv) includes one row per client with
the client name, invoice count, revenue, and percentage of total, followed by a total row.
Tips
- Switch to Last 12 months or Year to date to smooth out month-to-month variation when assessing which clients matter most.
- A small number of clients making up a large share of Total Revenue signals revenue concentration risk worth tracking.
- For full financial statements covering revenue, expenses, and net profit, see the Profit & Loss report, or the Reports overview for all available reports.