Your sales numbers tell you how much you’re earning, but do you know who is responsible for that revenue?
The Sales by Contact Report zooms in on the customers behind the numbers. It's your go-to report when you want to understand which clients are bringing in the most business, how much they’re spending, and what they’re buying. This isn’t just sales data, it’s a roadmap to stronger customer relationships and smarter growth.
📄 What Is a Sales by Contact Report?
The Sales by Contact Report shows a summary of total sales made to each customer over a chosen time period. It includes:
- Gross and net sales per client
- Discounts applied
- Products purchased
- Dates of transactions
- Invoice references and taxes
Think of it as a customized sales history per customer—perfect for spotting your VIP clients or re-engaging those who’ve gone quiet.
🤔 Why This Report Matters
If you want to grow, retain, and reward the right customers, this report is a must. It helps you:
⭐ Identify Top Customers
Quickly see which contacts contribute most to your revenue. These are the accounts you want to nurture and protect.
📉 Spot Sales Declines
If a regular buyer suddenly slows down, this report flags it—giving you a chance to check in and rebuild momentum.
🎯 Guide Marketing & Loyalty
Plan personalized offers, loyalty perks, or thank-you gestures for your high-value clients—and re-engagement campaigns for low-activity ones.
🔍 Understand Purchase Behavior
Drill down into what each client buys most often. This helps with upselling, bundling, and tailoring future offers.
📊 Measure Contact-Level ROI
If you're spending money acquiring leads from multiple channels, this report helps you see which customers (and channels) pay off.
📘 How to Read Your Sales by Contact Report (Using Fynlo Report)
Here’s a quick breakdown of what you’ll see:
| Column | What It Means |
|---|---|
| Client/Contact | The name of your customer or account. |
| Gross Sales | Total sales to that client before any discounts. |
| Discount | Any discount amount applied to their purchases. |
| Net Sales | Total after discount—this is your actual earned revenue from the client. |
| Document Date | When the sale was made (e.g., invoice date). |
| Document Number | Unique invoice or sales document reference (e.g., SL-000033). |
| Product Name | What was purchased. |
| Quantity | How many units were sold. |
| Sales Price | Unit price of the product or service. |
| Tax | Any tax charged on the transaction. |
| Memo | Additional notes or labels related to the sale. |
Example :
- "Hannah Smith" has Gross Sales of $1,901.37 with a Net Sales amount of $1,901.37—indicating no discount.
- Her purchases include items like Popmart, with specific quantities and pricing listed.
- Document numbers and dates help track each sale.
🧠 Key Insights You Can Act On
- 💸 Who are your top 5 revenue-generating clients?
- 🔁 Who’s consistently buying—and who’s dropped off recently?
- 🛍️ What products or services do they buy most often?
- 🎁 Who qualifies for a loyalty reward, discount, or check-in call?
📌 What to Read Next
Want to take your customer management further?
📘 Statement of Accounts – View a full transaction history with each client to stay aligned and transparent.
📘 Aged Receivables Report – Know which customers have overdue invoices and need a follow-up.