{"id":1540,"date":"2024-11-23T04:58:49","date_gmt":"2024-11-23T04:58:49","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4904118580125-clients-report\/"},"modified":"2026-05-27T14:53:56","modified_gmt":"2026-05-27T14:53:56","password":"","slug":"4904118580125","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4904118580125\/","title":{"rendered":"Sales by Clients Report"},"content":{"rendered":"\n

What is it and what is it for?<\/h2>\n\n\n\n

The Analytical Reports > All reports > Sales> By Clients<\/strong> section displays data on revenue and visits of all clients who used the company’s services for a certain period.<\/span><\/p>\n\n\n\n

\"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
\n

Important
<\/strong>
Statistics is generated only for appointments with the Arrived<\/strong> status.<\/span><\/p>\n<\/blockquote>\n\n\n\n

The report contains the following information:<\/span><\/p>\n\n\n\n

    \n
  • Client<\/strong><\/span><\/li>\n\n\n\n
  • Earnings<\/strong><\/span><\/li>\n\n\n\n
  • Percentage of the total revenue<\/strong><\/span><\/li>\n\n\n\n
  • Average spend<\/strong><\/span><\/li>\n\n\n\n
  • Number of visits<\/strong><\/span><\/li>\n<\/ul>\n\n\n\n

    Also here you can see the total amount of earnings.<\/span><\/p>\n\n\n\n

    How to read the report?<\/h1>\n\n\n\n

    To generate a report, go to the Analytics > Analytical Reports > Sales by Clients<\/strong> section. Specify the period for which you want to see the report, and click the <\/span>Show <\/strong>button.<\/span><\/p>\n\n\n\n

    In the line with the total amount of earnings, you can open a data chart that displays when clients were the most active. To do this, click the \"mceclip0.png\" <\/span>button in the bottom right corner.<\/span><\/p>\n\n\n\n

    If necessary, the report can be downloaded as Excel by clicking the Excel actions<\/strong> button. <\/span><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Client data can be downloaded with or without a visit history.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

    What is it and what is it for? The Analytical Reports > All reports > Sales> By Clients section displays data on revenue and visits of all clients who used the company’s services for a certain period. ImportantStatistics is generated only for appointments with the Arrived status. The report contains the following information: Also here […]<\/p>\n","protected":false},"author":35,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"doc_category":[3235],"doc_tag":[1819,1789,1462,1507,2101,1492],"class_list":["post-1540","docs","type-docs","status-publish","hentry","doc_category-sales-analytics","doc_tag-analytical-reports-en","doc_tag-analytics-en","doc_tag-appointment-en","doc_tag-client-en","doc_tag-excel-actions-en","doc_tag-visit-en"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t