Client Spend

Find out about the Client Spend page here.

Sam Linge avatar
Written by Sam Linge
Updated over a week ago

The Client Spend page is found via Analytics > Client Spend and shows you how much revenue you have received from your Clients within a certain date range.

An example of a Client Spend page.

Here you can:

  • View payment dates or charge dates by cycling between the two tabs on the top left.

  • Arrange the columns to show which of your Clients have spent the most within a specified period using the date range filter on the top right.

  • Adjust the resolution of the table (whether it shows daily, weekly or monthly intervals) via the ‘Interval’ dropdown menu.

  • Only view payments from Clients attached to a specific Client Manager from the 'Client Manager' dropdown menu.

  • Use the CSV Export button to export the data shown in CSV format.

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