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Revenue concentration by client — risk flag

Calculates each client's share of total company revenue and flags dangerous concentration. Also flags the top 3 combined if they exceed 50% of total revenue.

Using my Knowify data, pull all invoices from [date range]. Group by ClientName, sum TotalAmount, and calculate each client as a % of total revenue. Flag any client above 20%. Also flag the top 3 clients combined — if they exceed 50% of revenue, note the concentration risk.