Ranks service clients by total revenue and shows margin per client — identifying which relationships are most and least profitable in your service book.
Using my Knowify data, query ServiceJobsSummaryReport for all tickets within [date range] (date_type: created). Group by ClientName, sum InvoiceTotalAmount (revenue) and sum the cost components (LaborCommitted + MaterialsCommitted). Calculate margin per client. Sort by InvoiceTotalAmount descending.
