Insights MOJO · Free customer check
Which customers deserve your attention?
Drop in your QuickBooks Sales by Customer Detail report. You get a plain picture of who to keep close, who to call, and who may be ready to let rest.
How to get the report
- In QuickBooks Online, open Reports and search for Sales by Customer Detail.
- Set the date range to the last 12 to 24 months.
- Choose Export, then Excel, CSV or PDF.
- Drop it here.
Longer ranges give steadier results. A customer only counts if they bought in the range you pick.
Your customers stay private. Your file is read inside your browser. It is never uploaded, and we never see your customers' names or numbers. The only thing we ask for is your email address, so we can send you guides and notes.
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Your email is the only thing we collect. Your customer file stays on your computer.
Your customers by group
Select a row to filter the list belowWhere to put your time
Every customer
How the groups are worked out
Each customer gets three scores from 1 to 5, compared only with your own customers: how recently they bought, how many separate orders they placed, and how much they spent in total. A 5 means the top fifth of your list; a 1 means the bottom fifth.
Orders count each invoice or sales receipt once. Credit memos and refunds reduce what a customer spent but do not count as orders. Recency is measured to the end date of your report. Sub-customers and job sites are added to their parent.
Customers whose credits or refunds cancelled their sales are set aside and not scored. Anyone who ordered within 45 days is never filed under Prune Candidates, Fading, Slipping Away or Old Friends; they land in Needs a Check-in instead. Anyone with no order for 180 days or more is never filed under a healthy group; they land in Slipping Away, Old Friends or Prune Candidates according to their past orders and spend. The 45 and 180 are defaults, and guild members can set their own.
The group comes from the recency score and the average of the other two scores, rounded down. The method follows Shopify's published RFM approach. Treat the results as signals to look into, not proof. Small lists make the groups rougher.