Client Leaderboard
Identify your most valuable clients and understand customer relationships through revenue rankings
Overview
The Client Leaderboard ranks clients by their all-time total revenue, showing who your most valuable customers are. Unlike other analytics that filter by time range, the client leaderboard uses pre-calculated statistics from each client's record (totalRevenue and totalOrders fields), which track all historical completed orders regardless of the selected time range.
Important: The leaderboard shows all-time client statistics, not filtered by the selected time range. This provides a complete view of client value throughout your business history.
Client Leaderboard Table
What It Shows
The leaderboard displays clients who have completed at least one order, ranked by their total revenue contribution. All clients with orders and revenue are shown, paginated at 10 clients per page.
- • Data Source: Client records (client.totalRevenue and client.totalOrders)
- • Filter: Only includes clients with totalOrders greater than 0 and totalRevenue greater than 0
- • Ranking: Sorted by totalRevenue descending (highest revenue first)
- • Pagination: Shows 10 clients per page with navigation controls
Table Columns
Position number (#1, #2, #3, etc.) based on total revenue. Top 3 clients are highlighted with a different background color.
Two-line display showing client name (larger text) and email address (smaller text). This helps identify clients even if names are similar.
Total count of completed orders from this client (all-time). Displayed with shopping cart icon in a badge.
Sum of all completed order totals for this client (all-time), displayed in your selected currency. This is the primary ranking metric.
Average revenue per order for this client. Calculated as: Total Revenue ÷ Orders. Shown in muted color as a secondary metric.
Footer Statistics
Below the table, a footer displays three aggregate metrics across all clients:
- • Total Clients: Count of all clients with at least one completed order
- • Combined Revenue: Sum of revenue from all clients shown (all-time total)
- • Total Orders: Sum of order counts across all clients
Pagination Controls
If you have more than 10 clients with orders, pagination controls appear at the bottom:
- • Showing X - Y of Z: Current range being displayed
- • Previous button: Go to previous page (disabled on page 1)
- • Page indicator: Shows current page and total pages
- • Next button: Go to next page (disabled on last page)
How Client Statistics Are Calculated
Automatic Calculation
Client statistics (totalRevenue and totalOrders) are automatically calculated and stored in the client record. These values update when:
- • An order is created and assigned to the client
- • An order's status changes to "completed"
- • An order's total amount is updated
- • An order is deleted or unlinked from the client
Currency Conversion
Client totalRevenue is stored in USD internally. When displaying in the leaderboard:
- • Values convert to your selected currency preference (USD, CAD, EUR)
- • Conversion happens in real-time when viewing the leaderboard
- • Rankings remain the same regardless of currency display
Time Range Independence
Unlike other analytics (revenue charts, order volume, material usage), the client leaderboard is NOT filtered by the selected time range:
- • Selecting "7D", "1M", or "ALL" does not change the leaderboard data
- • Always shows complete client history from all time
- • This design allows you to see long-term client relationships
- • Changing time range only affects charts and other metrics, not the leaderboard
Using Client Leaderboard Data
Identifying Top Clients
- Focus on top 20%: The top 20% of clients often generate 80% of revenue (Pareto principle)
- Prioritize top 3: These are your most valuable relationships - provide excellent service
- Monitor rank changes: Check leaderboard monthly to see if rankings shift
- Recognize loyalty: Clients with many orders show repeat business - reward them
Client Relationship Management
- VIP treatment for top 10: Offer priority scheduling, discounts, or premium support
- Check in regularly: Contact top clients quarterly even without active orders
- Understand preferences: Review top clients' order history to learn material/service preferences
- Prevent churn: If a top-ranked client hasn't ordered recently, reach out proactively
Business Development
- Grow low-rank clients: Contact clients ranked 20+ to understand how you can serve them better
- Identify patterns: What do top 5 clients have in common? Industry? Project type? Order size?
- Target similar clients: Use top client characteristics for marketing/sales targeting
- Upsell opportunities: Clients with many orders but low average value might accept larger projects
Pricing Strategy
- Volume discounts: Offer tiered pricing to clients with many orders
- Loyalty rewards: Give top clients 5-10% discount to maintain relationship
- High-value client rates: Clients with high average order value can afford premium pricing
- Retention pricing: Better to keep top client with discount than risk losing them
Interpreting Client Patterns
Average Order Value Insights
Frequent small orders. These clients provide consistent cash flow and fill scheduling gaps. Maintain relationship but look for upsell opportunities.
Infrequent large projects. These clients are high-value but risky (revenue concentration). Try to increase order frequency or find similar clients.
Balanced clients. Good foundation customers. Opportunity to move them up the leaderboard with better service or offerings.
High-maintenance, low-value clients. Consider minimum order requirements or focus time on higher-value clients instead.
Distribution Patterns
Business depends on small number of high-value clients. Risk: Losing one client severely impacts revenue. Strategy: Diversify client base.
Revenue spread across many clients. Lower risk, more stable. May have capacity for growth without risking current relationships.
Consumer/hobby market pattern. Lots of one-time or small buyers. Opportunity to convert them to repeat customers.
Empty States and Troubleshooting
No Leaderboard Data Available
If the leaderboard shows an empty state:
- • Users icon displayed
- • Message: "No leaderboard data available"
- • Hint: "Complete orders to see client rankings"
This means no clients have any completed orders yet. Create and complete orders to populate the leaderboard.
Common Issues
Problem: Expected client doesn't appear.
Solution: Verify client has at least one completed order. Check that orders are properly linked to the client.
Problem: Client's revenue doesn't match expectations.
Solution: Client statistics update automatically. If suspect error, check the client detail page to see all orders.
Problem: Same client appears multiple times.
Solution: You likely have duplicate client records. Merge duplicates in the Clients page to combine statistics.
Best Practices
- Review leaderboard monthly - Track client ranking changes and identify growth opportunities
- Maintain top 10 relationships - These clients drive your business - keep them happy
- Avoid duplicate clients - Merge duplicate records to get accurate statistics
- Link all orders correctly - Ensure every order is assigned to the right client for accurate tracking
- Use avg order value strategically - Identify clients to upsell (low avg) or preserve (high avg)
- Balance client portfolio - Don't rely too heavily on 1-2 clients for most revenue
- Export data for deeper analysis - Use CSV export to analyze client patterns in spreadsheets