Details: Customers

The Customers tab under Insights → Details is a deep dive into one customer: what they were billed this month and in total, where the month is heading, what they still owe, which products they pay for and every invoice they received. Use it to prepare an account review or to answer a customer’s question about their billing.

Filters

Key figures

This month’s revenue

The customer’s billed revenue for the current calendar month: the total, including tax, of their final invoices with an invoice date in this month.

This month's revenue = Σ total of the customer's final invoices with invoice date in the current month

The badges under the tile compare it with last month (MoM) and the same month last year (YoY), using the same formulas as on Overview. The current month is month-to-date, so the MoM badge is usually negative early in the month.

Projected month revenue

Where the customer’s billed revenue lands this month if the pace so far continues.

Projected month revenue = this month's revenue ÷ day of the month today × days in the month

The projection is a straight line, so it only makes sense for customers who are invoiced several times a month. For a customer with one invoice a month, it overshoots right after the invoice is finalised.

Overdue invoice amount and overdue invoice count

The total, including tax, and the number of the customer’s invoices that are final, not marked as paid, not on hold and past their due date, across all time.

Overdue invoice amount = Σ total of the customer's final invoices that are unpaid, not on hold and past due

Use them before you contact a customer about payment.

Total revenue

Everything the customer has been billed: the total, including tax, of all their final invoices.

Total revenue = Σ total of all the customer's final invoices

Use it as the customer’s lifetime billed value.

Charts and tables

Monthly revenue

The customer’s billed revenue, including tax, per billing period month for the last 12 months.

Monthly revenue (M) = Σ total of the customer's final invoices with billing period starting in M

Use it to see whether the customer is growing, stable or declining.

Revenue per product

The customer’s revenue per product, excluding tax, from final invoices, for up to 25 products.

Revenue per product = Σ amount excl. tax of the product's revenue lines on the customer's final invoices

Use it to see which products the customer actually uses and pays for, for example to spot cross-sell opportunities.

Open balance per customer

The outstanding amount, including tax: final invoices not marked as paid, whether pending, overdue or on hold.

Open balance = Σ total of final invoices that aren't marked as paid

With a customer selected, the chart shows that customer’s open balance. Without a selection, it shows the 15 customers with the highest open balance. Like the overdue tiles, the open balance only works when payments are synchronised to Solvimon and the paid status is actively used.

Invoices

Every invoice of the customer, with invoice number, customer, invoice date, due date, status, reporting currency and billed revenue. Void, empty and future invoices are left out. The table shows 50 rows per page.

The Billed revenue column shows the invoice total for final invoices. Draft and open invoices show 0 until they are finalised, because they aren’t billed yet. Use the table to look up an invoice’s status, dates and amount.