Clients
Manage client companies, track revenue and commissions per client, link sales to clients, and export a full client sales report.
Manage client companies, track revenue and commissions per client, link sales to clients, and export a full client sales report.
Accessing Clients
- Ensure you are in your team account
- Click Clients in the sidebar
- The URL is
/home/[team]/clients
Clients List
The clients list shows all client companies in your account.
Table Columns
| Column | Description |
|---|---|
| Name | Client company name |
| Description | Optional description or project context |
| Status | Active or Archived |
| Actions | View details, edit, archive, or restore |
Filtering and Sorting
- Search — Filter by client name
- Archived — Toggle to show archived clients alongside active ones
- Clients are sorted by creation date by default
Creating a Client
- Click Create Client
- Enter the Client Name (required)
- Optionally add a Description
- Click Create
Editing a Client
- Open the actions menu (⋯) on a client row
- Click Edit Client
- Update the name or description
- Save
Archiving and Restoring a Client
To archive a client:
- Open the actions menu (⋯) on the client row
- Click Archive
Archived clients are hidden from the default view. To restore:
- Enable the Archived filter to show archived clients
- Open the actions menu (⋯) on the archived client
- Click Restore
Archiving a client does not delete any linked sales or product data.
Client Detail Page
Click View Details (or the client name) to open the client detail page.
Client KPIs
The top of the detail page shows key financial metrics for the client:
| KPI | Description |
|---|---|
| Revenue | Total gross revenue from all sales linked to this client |
| Sales Rep Commission Net | Net commission earned by sales reps across all linked sales |
| Agency Commission Net | Net agency commission across all linked sales |
| Client Owes Net | Net amount the client still owes (revenue minus reclaimed amounts) |
| Total Reclaimed | Total reclaimed amounts across all linked sales |
| Sales Rep Reclaimed | Commission reclaimed from sales reps |
| Agency Reclaimed | Agency commission reclaimed |
Recent Sales
The Recent Sales table lists the latest sales linked to this client:
| Column | Description |
|---|---|
| Product | Product sold |
| Sale Date | Date the sale was recorded |
| Order | Linked order reference |
| Address | Address where the sale took place |
Product Performance
The Product Performance section breaks down sales and revenue by product for this client.
Exporting Client Sales
From the client detail page, click Export Client Sales to download a full report of all sales linked to the client. The export includes product, sale date, order, address, commissions, and reclaimed amounts.
The detail page shows a summary of recent sales. Use the export for the complete list.
Linking Sales to a Client
Sales are linked to clients through products. A product can be assigned to a client when it is created or edited in Inventory. All sales of that product are then attributed to the linked client.
See Inventory for details on assigning products to clients.
Permissions
| Action | Required Role |
|---|---|
| View clients list and detail | Agent, Manager, Owner |
| Create and edit clients | Manager, Owner |
| Archive and restore clients | Manager, Owner |
Related Topics
- Inventory — Assign products to clients
- Team Sales — Sales that generate client revenue
- Commission — Commission calculations per sale